WT
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Whittier Trust’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Whittier Trust’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 		$218K Buy
28,400
+2,565
+10% +$20.7K ﹤0.01% 575
2025
Q4 		$211K Sell
25,835
-1,208
-4% -$9.81K ﹤0.01% 587
2025
Q3 		$220K Hold
27,043
– – ﹤0.01% 571
2025
Q2 		$217K Sell
27,043
-1,161
-4% -$9K ﹤0.01% 644
2025
Q1 		$224K Sell
28,204
-1,454
-5% -$11.6K ﹤0.01% 633
2024
Q4 		$233K Sell
29,658
-5,129
-15% -$41.3K ﹤0.01% 632
2024
Q3 		$281K Sell
34,787
-987
-3% -$7.66K ﹤0.01% 608
2024
Q2 		$267K Sell
35,774
-55,733
-61% -$400K ﹤0.01% 598
2024
Q1 		$658K Sell
91,507
-7,171
-7% -$50.9K 0.01% 444
2023
Q4 		$667K Buy
+98,678
New +$628K 0.01% 422

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