Caldwell Sutter Capital’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Caldwell Sutter Capital’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	$214K	Hold	27,144	–	–	0.08%	214
2026 Q1	$205K	Hold	27,144	–	–	0.08%	219
2025 Q4	$220K	Hold	27,144	–	–	0.09%	202
2025 Q3	$223K	Hold	27,144	–	–	0.1%	195
2025 Q2	$218K	Hold	27,144	–	–	0.1%	192
2025 Q1	$216K	Hold	27,144	–	–	0.1%	184
2024 Q4	$213K	Hold	27,144	–	–	0.1%	198
2024 Q3	$219K	Hold	27,144	–	–	0.1%	194
2024 Q2	$203K	Hold	27,144	–	–	0.1%	196
2024 Q1	$195K	Sell	27,144 -6,720	-20%	-$47.7K	0.09%	200
2023 Q4	$229K	Buy	+33,864	New	+$215K	0.12%	172

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

Caldwell Sutter Capital's JPC Position: Q2 2026 in Review

Caldwell Sutter Capital held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 27,144 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #214.

Caldwell Sutter Capital first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $229K in Q4 2023. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Caldwell Sutter Capital held 27,144 shares of Nuveen Preferred & Income Opportunities Fund worth $214K as of Q2 2026.
Caldwell Sutter Capital left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.08% of Caldwell Sutter Capital's portfolio in Q2 2026, its #214 holding.
Caldwell Sutter Capital first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Caldwell Sutter Capital's Nuveen Preferred & Income Opportunities Fund position peaked at $229K in Q4 2023.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.