Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TRCT
JPT
Tower Research Capital (TRC)’s
Nuveen Preferred and Income Fund
JPT
Stock Holding History
Tower Research Capital (TRC)’s Portfolio
JPT Stock Details
JPT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-200
Closed
-$4K
–
6539
2022
Q4
$4K
Buy
200
+94
+89%
+$1.67K
﹤0.01%
5117
2022
Q3
$2K
Buy
+106
New
+$2.05K
﹤0.01%
5661
2020
Q4
–
Sell
-88
Closed
-$2K
–
5484
2020
Q3
$2K
Buy
+88
New
+$2.01K
﹤0.01%
4640
2020
Q2
–
Sell
-400
Closed
-$8K
–
5070
2020
Q1
$8K
Buy
+400
New
+$9.42K
﹤0.01%
2145
2019
Q3
–
Sell
-6
Closed
–
–
4643
2019
Q2
$0
Buy
+6
New
+$141
﹤0.01%
4482
2019
Q1
–
Sell
-2,380
Closed
-$49K
–
4446
2018
Q4
$49K
Buy
+2,380
New
+$51.6K
﹤0.01%
1305
2018
Q1
–
Sell
-200
Closed
-$5K
–
4058
2017
Q4
$5K
Buy
+200
New
+$5.08K
﹤0.01%
2925
2017
Q3
–
Hold
0
–
–
–
4347
2017
Q2
–
Hold
0
–
–
–
3739
Other funds holding JPT
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SIA
Sit Investment Associates
Minneapolis, Minnesota
$4.93B AUM
12.22%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
DC
Davenport & Co
Richmond, Virginia
$19.6B AUM
18.11%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
WP
Woodline Partners
San Francisco, California
$26.4B AUM
44.85%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close