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

Anchor Investment Management’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 		$70.8K Buy
9,386
+29
+0.3% +$234 0.01% 537
2025
Q4 		$75.9K Sell
9,357
-1,422
-13% -$11.5K 0.01% 532
2025
Q3 		$88.4K Buy
10,779
+46
+0.4% +$373 0.01% 514
2025
Q2 		$86.1K Buy
10,733
+46
+0.4% +$357 0.01% 504
2025
Q1 		$85.1K Buy
10,687
+29
+0.3% +$231 0.01% 492
2024
Q4 		$83.8K Buy
10,658
+57
+0.5% +$458 0.01% 496
2024
Q3 		$85.5K Buy
10,601
+43
+0.4% +$334 0.01% 497
2024
Q2 		$78.9K Buy
10,558
+33
+0.3% +$237 0.01% 465
2024
Q1 		$75.7K Buy
10,525
+32
+0.3% +$227 0.01% 483
2023
Q4 		$70.9K Buy
+10,493
New +$66.7K 0.01% 485

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Anchor Investment Management's JPC Position: Q1 2026 in Review

Anchor Investment Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.31% in Q1 2026, buying an estimated $234 and bringing the position to 9,386 shares worth $70.8K. The position accounts for 0.01% of the portfolio, ranked #537.

Anchor Investment Management first reported a position in JPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $88.4K in Q3 2025. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Anchor Investment Management held 9,386 shares of Nuveen Preferred & Income Opportunities Fund worth $70.8K as of Q1 2026.
  • Anchor Investment Management bought 29 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $234.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #537 holding.
  • Anchor Investment Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
  • Anchor Investment Management's Nuveen Preferred & Income Opportunities Fund position peaked at $88.4K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.