AlphaCore Capital’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

AlphaCore Capital’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	$1.04M	Buy	130,543 +31,432	+32%	+$247K	0.02%	456
2026 Q1	$753K	Sell	99,111 -2,723	-3%	-$22K	0.02%	447
2025 Q4	$826K	Sell	101,834 -5,032	-5%	-$40.9K	0.02%	463
2025 Q3	$883K	Buy	106,866 +3,907	+4%	+$31.7K	0.03%	323
2025 Q2	$833K	Buy	102,959 +9,406	+10%	+$72.9K	0.03%	283
2025 Q1	$751K	Buy	+93,553	New	+$747K	0.06%	205

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

AlphaCore Capital's JPC Position: Q2 2026 in Review

AlphaCore Capital increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 32% in Q2 2026, buying an estimated $247K and bringing the position to 130,543 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #456.

AlphaCore Capital first reported a position in JPC in Q1 2025 and has held it in 6 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

AlphaCore Capital held 130,543 shares of Nuveen Preferred & Income Opportunities Fund worth $1.04M as of Q2 2026.
AlphaCore Capital bought 31,432 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $247K.
Nuveen Preferred & Income Opportunities Fund made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #456 holding.
AlphaCore Capital first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.