Blue Trust Inc’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Blue Trust Inc’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	$18.9K	Hold	2,398	–	–	﹤0.01%	1676
2026 Q1	$18.1K	Hold	2,398	–	–	﹤0.01%	1684
2025 Q4	$19.4K	Hold	2,398	–	–	﹤0.01%	1688
2025 Q3	$19.7K	Hold	2,398	–	–	﹤0.01%	1667
2025 Q2	$19.2K	Hold	2,398	–	–	﹤0.01%	1685
2025 Q1	$19.1K	Hold	2,398	–	–	﹤0.01%	1653
2024 Q4	$18.8K	Hold	2,398	–	–	﹤0.01%	1612
2024 Q3	$17.9K	Hold	2,398	–	–	﹤0.01%	1985
2024 Q2	$17.2K	Hold	2,398	–	–	﹤0.01%	1725
2024 Q1	$17.2K	Buy	+2,398	New	+$17K	﹤0.01%	1285
2023 Q1	–	Sell	-1,007	Closed	-$7K	–	2476
2022 Q4	$7K	Buy	+1,007	New	+$7.3K	﹤0.01%	1633

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

Blue Trust Inc's JPC Position: Q2 2026 in Review

Blue Trust Inc held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 2,398 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Blue Trust Inc first reported a position in JPC in Q4 2022 and has held it in 11 quarters since. The position peaked at $19.7K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Blue Trust Inc held 2,398 shares of Nuveen Preferred & Income Opportunities Fund worth $18.9K as of Q2 2026.
Blue Trust Inc left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1676 holding.
Blue Trust Inc first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and has held it in 11 quarters since.
Blue Trust Inc's Nuveen Preferred & Income Opportunities Fund position peaked at $19.7K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.