Wetherby Asset Management Inc
- SEC CIK
- 0001279627
- Latest filing
- Nov 14, 2025
JPC holding history
Nuveen Preferred & Income Opportunities Fund in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPC overviewAll 13F holders of JPCFull Q3 2025 holdings
- Shares (Q3 2025)
- 48,995
- Value
- $401.8K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 48,995 | $401.8K | <0.1% | +12,000+32.4% | Added | Holders |
| Q2 2025 | 36,995 | $296.7K | <0.1% | – | No prior filing | Holders |
| Q1 2025 | – | – | – | – | Not filed | Holders |
| Q4 2024 | 38,073 | $299.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 38,073 | $307.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 38,073 | $284.4K | <0.1% | −829−2.1% | Reduced | Holders |
| Q1 2024 | 38,902 | $279.7K | <0.1% | +23,065+145.6% | Added | Holders |
| Q4 2023 | 15,837 | $107.1K | <0.1% | +15,837 | New | Holders |