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

Belpointe 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	–	Sell	-14,901	Closed	-$112K	–	1176
2026 Q1	$112K	Hold	14,901	–	–	﹤0.01%	1043
2025 Q4	$121K	Sell	14,901 -1,087	-7%	-$8.83K	﹤0.01%	999
2025 Q3	$131K	Buy	15,988 +1,024	+7%	+$8.3K	0.01%	953
2025 Q2	$120K	Sell	14,964 -1,582	-10%	-$12.3K	0.01%	903
2025 Q1	$132K	Hold	16,546	–	–	0.01%	881
2024 Q4	$130K	Hold	16,546	–	–	0.01%	821
2024 Q3	$134K	Hold	16,546	–	–	0.01%	830
2024 Q2	$124K	Hold	16,546	–	–	0.01%	748
2024 Q1	$119K	Hold	16,546	–	–	0.01%	765
2023 Q4	$112K	Buy	+16,546	New	+$105K	0.01%	687
2023 Q2	–	Sell	-1,627	Closed	-$10.7K	–	2020
2023 Q1	$10.7K	Hold	1,627	–	–	﹤0.01%	2681
2022 Q4	$11.8K	Buy	+1,627	New	+$11.8K	﹤0.01%	2530

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

Belpointe Asset Management's JPC Position: Q2 2026 in Review

Belpointe Asset Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026, closing a stake of 14,901 shares — an estimated $112K sold.

Belpointe Asset Management first reported a position in JPC in Q4 2022 and held it in 12 quarters. The position peaked at $134K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Belpointe Asset Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 14,901 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $112K.
Belpointe Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and held it in 12 quarters.
Belpointe Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $134K in Q3 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.