Baker Avenue Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Baker Avenue Asset 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 Q2	$94.6K	Hold	12,000	–	–	﹤0.01%	810
2026 Q1	$90.5K	Hold	12,000	–	–	﹤0.01%	746
2025 Q4	$97.3K	Hold	12,000	–	–	﹤0.01%	622
2025 Q3	$98.4K	Sell	12,000 -500	-4%	-$4.05K	﹤0.01%	609
2025 Q2	$100K	Buy	+12,500	New	+$96.9K	﹤0.01%	482

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

Baker Avenue Asset Management's JPC Position: Q2 2026 in Review

Baker Avenue Asset Management held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 12,000 shares worth $94.6K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Baker Avenue Asset Management first reported a position in JPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $100K in Q2 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Baker Avenue Asset Management held 12,000 shares of Nuveen Preferred & Income Opportunities Fund worth $94.6K as of Q2 2026.
Baker Avenue Asset Management left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #810 holding.
Baker Avenue Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
Baker Avenue Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $100K in Q2 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.