Berger Financial Group
JPC icon

Berger Financial Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Berger Financial 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
Q3 		$170K Buy
24,914
+349
+1% +$2.62K 0.01% 479
2026
Q2 		$194K Buy
24,565
+221
+0.9% +$1.74K 0.01% 468
2026
Q1 		$184K Buy
24,344
+165
+0.7% +$1.33K 0.01% 460
2025
Q4 		$196K Buy
24,179
+544
+2% +$4.42K 0.01% 459
2025
Q3 		$194K Sell
23,635
-76
-0.3% -$616 0.01% 434
2025
Q2 		$190K Buy
23,711
+428
+2% +$3.32K 0.01% 414
2025
Q1 		$185K Buy
23,283
+116
+0.5% +$926 0.01% 411
2024
Q4 		$182K Sell
23,167
-350
-1% -$2.82K 0.01% 408
2024
Q3 		$190K Sell
23,517
-165
-0.7% -$1.28K 0.01% 386
2024
Q2 		$177K Sell
23,682
-1,330
-5% -$9.6K 0.01% 361
2024
Q1 		$180K Sell
25,012
-4,007
-14% -$28.4K 0.01% 356
2023
Q4 		$196K Buy
+29,019
New +$185K 0.02% 299
2021
Q2 		– Sell
-10,076
Closed -$96K – 206
2021
Q1 		$96K Hold
10,076
– – 0.02% 193
2020
Q4 		$96K Buy
+10,076
New +$89.5K 0.02% 203

Other funds holding JPC

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Berger Financial Group's JPC Position: Q3 2026 in Review

Berger Financial Group increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 1.4% in Q3 2026, buying an estimated $2.62K and bringing the position to 24,914 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #479.

Berger Financial Group first reported a position in JPC in Q4 2020 and has held it in 14 quarters since. The position peaked at $196K in Q4 2023. 220 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • Berger Financial Group held 24,914 shares of Nuveen Preferred & Income Opportunities Fund worth $170K as of Q3 2026.
  • Berger Financial Group bought 349 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $2.62K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Berger Financial Group's portfolio in Q3 2026, its #479 holding.
  • Berger Financial Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and has held it in 14 quarters since.
  • Berger Financial Group's Nuveen Preferred & Income Opportunities Fund position peaked at $196K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.