Abel Hall LLC’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Abel Hall LLC’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	$659K	Hold	83,600	–	–	0.11%	162
2026 Q1	$630K	Buy	83,600 +13,600	+19%	+$110K	0.13%	137
2025 Q4	$568K	Hold	70,000	–	–	0.13%	143
2025 Q3	$574K	Hold	70,000	–	–	0.23%	73
2025 Q2	$561K	Buy	70,000 +60,000	+600%	+$465K	0.26%	66
2025 Q1	$79.6K	Hold	10,000	–	–	0.05%	175
2024 Q4	$78.6K	Hold	10,000	–	–	0.05%	147
2024 Q3	$80.7K	Hold	10,000	–	–	0.05%	146
2024 Q2	$74.7K	Hold	10,000	–	–	0.05%	133
2024 Q1	$71.9K	Hold	10,000	–	–	0.05%	133
2023 Q4	$67.6K	Buy	+10,000	New	+$63.6K	0.06%	116

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Abel Hall LLC's JPC Position: Q2 2026 in Review

Abel Hall LLC held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 83,600 shares worth $659K. The position accounts for 0.11% of the portfolio, ranked #162.

Abel Hall LLC first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Abel Hall LLC held 83,600 shares of Nuveen Preferred & Income Opportunities Fund worth $659K as of Q2 2026.
Abel Hall LLC left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.11% of Abel Hall LLC's portfolio in Q2 2026, its #162 holding.
Abel Hall LLC first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.