Cerity Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Cerity Partners’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	$9.6M	Buy	1,217,956 +23,691	+2%	+$186K	0.01%	787
2026 Q1	$9M	Buy	1,194,265 +168,645	+16%	+$1.36M	0.01%	749
2025 Q4	$8.32M	Buy	1,025,620 +27,078	+3%	+$220K	0.01%	719
2025 Q3	$8.19M	Buy	998,542 +30,433	+3%	+$247K	0.01%	659
2025 Q2	$7.76M	Buy	968,109 +185,622	+24%	+$1.44M	0.01%	630
2025 Q1	$6.23M	Buy	782,487 +210,802	+37%	+$1.68M	0.01%	653
2024 Q4	$4.49M	Buy	571,685 +56,142	+11%	+$452K	0.01%	753
2024 Q3	$4.16M	Buy	515,543 +83,119	+19%	+$645K	0.01%	779
2024 Q2	$3.23M	Buy	432,424 +89,162	+26%	+$640K	0.01%	738
2024 Q1	$2.47M	Buy	343,262 +68,507	+25%	+$486K	0.01%	886
2023 Q4	$1.86M	Buy	274,755 +264,703	+2,633%	+$1.68M	0.01%	790
2023 Q3	$63.6K	Sell	10,052 -2,500	-20%	-$16.1K	﹤0.01%	1351
2023 Q2	$81.3K	Hold	12,552	–	–	﹤0.01%	1555
2023 Q1	$82.6K	Hold	12,552	–	–	﹤0.01%	1782
2022 Q4	$91.4K	Buy	+12,552	New	+$91.1K	﹤0.01%	1413

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

Cerity Partners's JPC Position: Q2 2026 in Review

Cerity Partners increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2% in Q2 2026, buying an estimated $186K and bringing the position to 1,217,956 shares worth $9.6M. The position accounts for 0.01% of the portfolio, ranked #787.

Cerity Partners first reported a position in JPC in Q4 2022 and has held it in 15 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Cerity Partners held 1,217,956 shares of Nuveen Preferred & Income Opportunities Fund worth $9.6M as of Q2 2026.
Cerity Partners bought 23,691 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $186K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #787 holding.
Cerity Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.