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Advisor OS’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Advisor OS’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 		$217K Sell
28,785
-705
-2% -$5.7K 0.02% 519
2025
Q4 		$239K Sell
29,490
-133
-0.4% -$1.08K 0.02% 431
2025
Q3 		$243K Buy
29,623
+129
+0.4% +$1.05K 0.02% 407
2025
Q2 		$237K Buy
29,494
+130
+0.4% +$1.01K 0.02% 397
2025
Q1 		$234K Buy
29,364
+65
+0.2% +$519 0.03% 375
2024
Q4 		$230K Buy
29,299
+160
+0.5% +$1.29K 0.03% 373
2024
Q3 		$235K Buy
29,139
+123
+0.4% +$954 0.02% 361
2024
Q2 		$217K Buy
29,016
+92
+0.3% +$661 0.02% 360
2024
Q1 		$208K Hold
28,924
– – 0.02% 370
2023
Q4 		$196K Buy
+28,924
New +$184K 0.03% 329

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Advisor OS's JPC Position: Q1 2026 in Review

Advisor OS reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.4% in Q1 2026, selling an estimated $5.7K and leaving 28,785 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #519.

Advisor OS first reported a position in JPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $243K in Q3 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Advisor OS held 28,785 shares of Nuveen Preferred & Income Opportunities Fund worth $217K as of Q1 2026.
  • Advisor OS sold 705 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $5.7K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.02% of Advisor OS's portfolio in Q1 2026, its #519 holding.
  • Advisor OS first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
  • Advisor OS's Nuveen Preferred & Income Opportunities Fund position peaked at $243K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.