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Wealthcare Advisory Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Wealthcare Advisory Partners’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
Q2 		$1.05M Sell
133,224
-4,058
-3% -$31.9K 0.02% 504
2026
Q1 		$1.04M Buy
137,282
+13,831
+11% +$112K 0.02% 513
2025
Q4 		$1M Buy
123,451
+10,730
+10% +$87.1K 0.02% 514
2025
Q3 		$924K Buy
112,721
+35,178
+45% +$285K 0.02% 519
2025
Q2 		$622K Sell
77,543
-6,779
-8% -$52.6K 0.01% 593
2025
Q1 		$671K Buy
84,322
+1,749
+2% +$14K 0.02% 523
2024
Q4 		$649K Sell
82,573
-6,126
-7% -$49.3K 0.02% 520
2024
Q3 		$716K Buy
88,699
+3,187
+4% +$24.7K 0.02% 490
2024
Q2 		$639K Sell
85,512
-5,778
-6% -$41.5K 0.02% 485
2024
Q1 		$656K Sell
91,290
-6,664
-7% -$47.3K 0.02% 490
2023
Q4 		$662K Buy
97,954
+71,014
+264% +$452K 0.03% 426
2023
Q3 		$171K Buy
26,940
+2,030
+8% +$13.1K 0.01% 666
2023
Q2 		$161K Buy
+24,910
New +$158K 0.01% 690
2023
Q1 		– Sell
-28,361
Closed -$206K – 718
2022
Q4 		$206K Sell
28,361
-458
-2% -$3.32K 0.01% 647
2022
Q3 		$200K Sell
28,819
-2,268
-7% -$17.7K 0.01% 568
2022
Q2 		$238K Hold
31,087
– – 0.01% 482
2022
Q1 		$267K Sell
31,087
-1,500
-5% -$13.3K 0.02% 450
2021
Q4 		$318K Hold
32,587
– – 0.02% 427
2021
Q3 		$323K Sell
32,587
-500
-2% -$4.99K 0.02% 396
2021
Q2 		$330K Buy
33,087
+300
+0.9% +$2.92K 0.02% 398
2021
Q1 		$311K Buy
32,787
+20,100
+158% +$185K 0.02% 386
2020
Q4 		$121K Buy
+12,687
New +$113K 0.01% 417

Other funds holding JPC

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return