Chicago Partners Investment Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Chicago Partners Investment Group’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	$3.57M	Sell	463,127 -25,187	-5%	-$198K	0.07%	241
2026 Q1	$3.89M	Sell	488,314 -47,818	-9%	-$387K	0.09%	202
2025 Q4	$4.36M	Buy	536,132 +3,629	+0.7%	+$29.5K	0.11%	172
2025 Q3	$4.34M	Buy	532,503 +184,813	+53%	+$1.5M	0.11%	169
2025 Q2	$2.79M	Buy	347,690 +21,189	+6%	+$164K	0.08%	212
2025 Q1	$2.55M	Buy	326,501 +4,964	+2%	+$39.6K	0.08%	203
2024 Q4	$2.57M	Buy	321,537 +4,200	+1%	+$33.8K	0.09%	195
2024 Q3	$2.55M	Buy	317,337 +13,510	+4%	+$105K	0.09%	182
2024 Q2	$2.32M	Buy	303,827 +3,318	+1%	+$23.8K	0.09%	200
2024 Q1	$2.1M	Buy	300,509 +30,974	+11%	+$220K	0.09%	200
2023 Q4	$1.91M	Buy	+269,535	New	+$1.71M	0.09%	199

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

Chicago Partners Investment Group's JPC Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 5.2% in Q2 2026, selling an estimated $198K and leaving 463,127 shares worth $3.57M. The position accounts for 0.07% of the portfolio, ranked #241.

Chicago Partners Investment Group first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.36M in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Chicago Partners Investment Group held 463,127 shares of Nuveen Preferred & Income Opportunities Fund worth $3.57M as of Q2 2026.
Chicago Partners Investment Group sold 25,187 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $198K.
Nuveen Preferred & Income Opportunities Fund made up 0.07% of Chicago Partners Investment Group's portfolio in Q2 2026, its #241 holding.
Chicago Partners Investment Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Chicago Partners Investment Group's Nuveen Preferred & Income Opportunities Fund position peaked at $4.36M in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.