Benchmark Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Benchmark Investment Advisors’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	$693K	Hold	88,000	–	–	0.3%	45
2026 Q1	$664K	Buy	+88,000	New	+$711K	0.39%	46
2025 Q1	$700K	Hold	88,000	–	–	0.45%	52
2024 Q4	$692K	Hold	88,000	–	–	0.45%	48
2024 Q3	$710K	Hold	88,000	–	–	0.51%	47
2024 Q2	$657K	Hold	88,000	–	–	0.48%	49
2024 Q1	$633K	Buy	+88,000	New	+$625K	0.5%	48

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

Benchmark Investment Advisors's JPC Position: Q2 2026 in Review

Benchmark Investment Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 88,000 shares worth $693K. The position accounts for 0.3% of the portfolio, ranked #45.

Benchmark Investment Advisors first reported a position in JPC in Q1 2024 and has held it in 7 quarters since. The position peaked at $710K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Benchmark Investment Advisors held 88,000 shares of Nuveen Preferred & Income Opportunities Fund worth $693K as of Q2 2026.
Benchmark Investment Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.3% of Benchmark Investment Advisors's portfolio in Q2 2026, its #45 holding.
Benchmark Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and has held it in 7 quarters since.
Benchmark Investment Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $710K in Q3 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.