Cape Investment Advisory’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Cape Investment Advisory’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	$15.7K	Buy	+1,991	New	+$15.7K	﹤0.01%	759
2026 Q1	–	Sell	-941	Closed	-$7.63K	–	725
2025 Q4	$7.63K	Hold	941	–	–	﹤0.01%	805
2025 Q3	$7.72K	Hold	941	–	–	0.01%	450
2025 Q2	$7.55K	Hold	941	–	–	﹤0.01%	682
2025 Q1	$7.49K	Buy	+941	New	+$7.51K	﹤0.01%	656

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

Cape Investment Advisory's JPC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 1,991 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #759 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in JPC as recently as Q4 2025.

Cape Investment Advisory first reported a position in JPC in Q1 2025 and has held it in 5 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Cape Investment Advisory held 1,991 shares of Nuveen Preferred & Income Opportunities Fund worth $15.7K as of Q2 2026.
Nuveen Preferred & Income Opportunities Fund was a new Cape Investment Advisory position in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #759 holding.
Cape Investment Advisory first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and has held it in 5 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.