TS Financial Group (TSFG)’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

TS Financial Group (TSFG)’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$152K	Hold	20,222	–	–	0.02%	202
2025 Q4	$164K	Hold	20,222	–	–	0.02%	191
2025 Q3	$166K	Hold	20,222	–	–	0.03%	190
2025 Q2	$162K	Hold	20,222	–	–	0.03%	180
2025 Q1	$161K	Hold	20,222	–	–	0.03%	165
2024 Q4	$159K	Hold	20,222	–	–	0.03%	171
2024 Q3	$163K	Hold	20,222	–	–	0.04%	164
2024 Q2	$151K	Hold	20,222	–	–	0.04%	167
2024 Q1	$145K	Hold	20,222	–	–	0.04%	165
2023 Q4	$137K	Buy	+20,222	New	+$129K	0.04%	169

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return