Cambridge Investment Research Advisors
JPC icon

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

Cambridge Investment Research 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
Q1 		$3.25M Buy
431,675
+8,000
+2% +$64.7K 0.01% 1230
2025
Q4 		$3.44M Sell
423,675
-32,955
-7% -$268K 0.01% 1140
2025
Q3 		$3.74M Sell
456,630
-14,483
-3% -$117K 0.01% 1076
2025
Q2 		$3.78M Sell
471,113
-10,598
-2% -$82.2K 0.01% 1006
2025
Q1 		$3.83M Buy
481,711
+35,474
+8% +$283K 0.01% 940
2024
Q4 		$3.51M Sell
446,237
-8,085
-2% -$65K 0.01% 994
2024
Q3 		$3.67M Buy
454,322
+4,098
+0.9% +$31.8K 0.01% 973
2024
Q2 		$3.36M Sell
450,224
-24,835
-5% -$178K 0.01% 968
2024
Q1 		$3.42M Sell
475,059
-7,367
-2% -$52.3K 0.01% 959
2023
Q4 		$3.26M Buy
482,426
+422,981
+712% +$2.69M 0.01% 919
2023
Q3 		$376K Buy
59,445
+16,374
+38% +$106K ﹤0.01% 2320
2023
Q2 		$279K Sell
43,071
-4,666
-10% -$29.6K ﹤0.01% 2594
2023
Q1 		$314K Sell
47,737
-2,342
-5% -$17.1K ﹤0.01% 2446
2022
Q4 		$365K Sell
50,079
-5,830
-10% -$42.3K ﹤0.01% 2272
2022
Q3 		$389K Buy
55,909
+194
+0.3% +$1.52K ﹤0.01% 2145
2022
Q2 		$426K Buy
55,715
+2,050
+4% +$16.4K ﹤0.01% 2081
2022
Q1 		$460K Buy
53,665
+311
+0.6% +$2.77K ﹤0.01% 2177
2021
Q4 		$521K Sell
53,354
-1,793
-3% -$17.3K ﹤0.01% 2077
2021
Q3 		$546K Buy
55,147
+1,908
+4% +$19K ﹤0.01% 1976
2021
Q2 		$531K Sell
53,239
-9,958
-16% -$97K ﹤0.01% 2005
2021
Q1 		$600K Sell
63,197
-1,278
-2% -$11.8K ﹤0.01% 1769
2020
Q4 		$613K Sell
64,475
-7,582
-11% -$67.3K ﹤0.01% 1631
2020
Q3 		$612K Sell
72,057
-10,113
-12% -$87.1K ﹤0.01% 1480
2020
Q2 		$676K Buy
82,170
+7,434
+10% +$59.3K 0.01% 1366
2020
Q1 		$549K Sell
74,736
-1,389
-2% -$13.2K 0.01% 1306
2019
Q4 		$796K Buy
76,125
+707
+0.9% +$7.18K 0.01% 1289
2019
Q3 		$758K Sell
75,418
-8,502
-10% -$84.1K 0.01% 1241
2019
Q2 		$832K Sell
83,920
-10,261
-11% -$99K 0.01% 1127
2019
Q1 		$898K Buy
94,181
+3,667
+4% +$33.7K 0.01% 1098
2018
Q4 		$755K Sell
90,514
-4,200
-4% -$37.1K 0.01% 1091
2018
Q3 		$878K Buy
94,714
+2,362
+3% +$22.1K 0.01% 1099
2018
Q2 		$862K Sell
92,352
-425
-0.5% -$4.17K 0.01% 1063
2018
Q1 		$929K Sell
92,777
-7,688
-8% -$75.9K 0.01% 975
2017
Q4 		$1.04M Sell
100,465
-1,806
-2% -$18.9K 0.01% 890
2017
Q3 		$1.08M Buy
102,271
+11,978
+13% +$126K 0.01% 820
2017
Q2 		$939K Buy
90,293
+20,382
+29% +$207K 0.01% 832
2017
Q1 		$686K Buy
69,911
+2,609
+4% +$25.8K 0.01% 915
2016
Q4 		$662K Buy
67,302
+2,925
+5% +$28K 0.01% 876
2016
Q3 		$645K Sell
64,377
-9,346
-13% -$96.1K 0.01% 907
2016
Q2 		$739K Buy
73,723
+6,338
+9% +$62.7K 0.02% 753
2016
Q1 		$631K Buy
67,385
+1,000
+2% +$9.24K 0.01% 772
2015
Q4 		$608K Sell
66,385
-3,773
-5% -$34.5K 0.01% 771
2015
Q3 		$631K Buy
70,158
+6,538
+10% +$59.9K 0.02% 657
2015
Q2 		$583K Buy
63,620
+32,997
+108% +$315K 0.02% 735
2015
Q1 		$292K Sell
30,623
-12,589
-29% -$120K 0.01% 1071
2014
Q4 		$413K Buy
43,212
+4,589
+12% +$42.8K 0.01% 871
2014
Q3 		$355K Sell
38,623
-677
-2% -$6.38K 0.01% 997
2014
Q2 		$381K Buy
39,300
+677
+2% +$6.44K 0.01% 883
2014
Q1 		$359K Buy
38,623
+267
+0.7% +$2.43K 0.01% 870
2013
Q4 		$340K Sell
38,356
-300
-0.8% -$2.62K 0.01% 822
2013
Q3 		$336K Buy
38,656
+1,843
+5% +$16.6K 0.01% 785
2013
Q2 		$352K Buy
+36,813
New +$373K 0.02% 691

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cambridge Investment Research Advisors's JPC Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 1.9% in Q1 2026, buying an estimated $64.7K and bringing the position to 431,675 shares worth $3.25M. The position accounts for 0.01% of the portfolio, ranked #1230.

Cambridge Investment Research Advisors first reported a position in JPC in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.83M in Q1 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Cambridge Investment Research Advisors held 431,675 shares of Nuveen Preferred & Income Opportunities Fund worth $3.25M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 8,000 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $64.7K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1230 holding.
  • Cambridge Investment Research Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $3.83M in Q1 2025.
  • 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.