Anchor Capital Management Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Anchor Capital Management Group’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	–	Sell	-70,000	Closed	-$574K	–	17
2025 Q4	$574K	Hold	70,000	–	–	0.29%	16
2025 Q3	$574K	Hold	70,000	–	–	0.29%	16
2025 Q2	$561K	Hold	70,000	–	–	0.26%	18
2025 Q1	$557K	Hold	70,000	–	–	0.26%	18
2024 Q4	$550K	Buy	+70,000	New	+$563K	0.2%	18

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Anchor Capital Management Group's JPC Position: Q1 2026 in Review

Anchor Capital Management Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 70,000 shares — an estimated $574K sold.

Anchor Capital Management Group first reported a position in JPC in Q4 2024 and held it in 5 quarters. The position peaked at $574K in Q4 2025. 321 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Anchor Capital Management Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Anchor Capital Management Group sold 70,000 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $574K.
Anchor Capital Management Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and held it in 5 quarters.
Anchor Capital Management Group's Nuveen Preferred & Income Opportunities Fund position peaked at $574K in Q4 2025.
321 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Anchor Capital Management Group's 13F filing for Q1 2026, filed 18 May 2026.