Burney Company’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Burney Company’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	$127K	Sell	16,148 -2,141	-12%	-$16.8K	﹤0.01%	603
2026 Q1	$138K	Hold	18,289	–	–	﹤0.01%	573
2025 Q4	$148K	Sell	18,289 -3,421	-16%	-$27.8K	﹤0.01%	599
2025 Q3	$178K	Hold	21,710	–	–	0.01%	572
2025 Q2	$174K	Sell	21,710 -13,144	-38%	-$102K	0.01%	565
2025 Q1	$277K	Hold	34,854	–	–	0.01%	513
2024 Q4	$274K	Sell	34,854 -6,421	-16%	-$51.6K	0.01%	517
2024 Q3	$333K	Buy	41,275 +541	+1%	+$4.2K	0.01%	504
2024 Q2	$304K	Sell	40,734 -8,179	-17%	-$58.7K	0.01%	513
2024 Q1	$352K	Sell	48,913 -12,787	-21%	-$90.8K	0.01%	500
2023 Q4	$417K	Buy	+61,700	New	+$392K	0.02%	448

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

Burney Company's JPC Position: Q2 2026 in Review

Burney Company reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 12% in Q2 2026, selling an estimated $16.8K and leaving 16,148 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Burney Company first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $417K in Q4 2023. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Burney Company held 16,148 shares of Nuveen Preferred & Income Opportunities Fund worth $127K as of Q2 2026.
Burney Company sold 2,141 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $16.8K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Burney Company's portfolio in Q2 2026, its #603 holding.
Burney Company first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Burney Company's Nuveen Preferred & Income Opportunities Fund position peaked at $417K in Q4 2023.
325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.