Chas P. Smith & Associates (CPS)’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Chas P. Smith & Associates (CPS)’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	$264K	Sell	35,000 -7,500	-18%	-$60.6K	0.01%	153
2025 Q4	$345K	Hold	42,500	–	–	0.02%	129
2025 Q3	$349K	Hold	42,500	–	–	0.03%	94
2025 Q2	$341K	Buy	42,500 +25,000	+143%	+$194K	0.02%	127
2025 Q1	$139K	Buy	17,500 +2,500	+17%	+$19.9K	0.01%	163
2024 Q4	$118K	Hold	15,000	–	–	0.01%	158
2024 Q3	$121K	Hold	15,000	–	–	0.01%	155
2024 Q2	$112K	Buy	15,000 +5,000	+50%	+$35.9K	0.01%	144
2024 Q1	$71.9K	Buy	+10,000	New	+$71K	﹤0.01%	151

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

Chas P. Smith & Associates (CPS)'s JPC Position: Q1 2026 in Review

Chas P. Smith & Associates (CPS) reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 18% in Q1 2026, selling an estimated $60.6K and leaving 35,000 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #153.

Chas P. Smith & Associates (CPS) first reported a position in JPC in Q1 2024 and has held it in 9 quarters since. The position peaked at $349K in Q3 2025. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Chas P. Smith & Associates (CPS) held 35,000 shares of Nuveen Preferred & Income Opportunities Fund worth $264K as of Q1 2026.
Chas P. Smith & Associates (CPS) sold 7,500 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $60.6K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Chas P. Smith & Associates (CPS)'s portfolio in Q1 2026, its #153 holding.
Chas P. Smith & Associates (CPS) first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and has held it in 9 quarters since.
Chas P. Smith & Associates (CPS)'s Nuveen Preferred & Income Opportunities Fund position peaked at $349K in Q3 2025.
322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.