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Waterfront Wealth’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Waterfront Wealth’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 		$142K Sell
18,792
-1,881
-9% -$15.2K 0.03% 279
2025
Q4 		$168K Buy
20,673
+11
+0.1% +$89 0.03% 270
2025
Q3 		$167K Buy
20,662
+872
+4% +$7.07K 0.03% 264
2025
Q2 		$159K Buy
19,790
+11
+0.1% +$85 0.04% 258
2025
Q1 		$157K Buy
19,779
+7
+0% +$56 0.04% 252
2024
Q4 		$155K Hold
19,772
– – 0.04% 249
2024
Q3 		$158K Hold
19,772
– – 0.04% 249
2024
Q2 		$148K Sell
19,772
-1,977
-9% -$14.2K 0.04% 239
2024
Q1 		$152K Sell
21,749
-1,471
-6% -$10.4K 0.04% 238
2023
Q4 		$157K Buy
+23,220
New +$148K 0.05% 242

Other funds holding JPC

Morgan Stanley
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
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