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Choreo LLC’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Choreo LLC’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 		– Sell
-23,723
Closed -$194K – 1664
2025
Q4 		$194K Sell
23,723
-8,252
-26% -$67K ﹤0.01% 1464
2025
Q3 		$264K Sell
31,975
-2,359
-7% -$19.1K ﹤0.01% 1305
2025
Q2 		$278K Sell
34,334
-20
-0.1% -$155 ﹤0.01% 1228
2025
Q1 		$276K Sell
34,354
-8,773
-20% -$70K ﹤0.01% 1136
2024
Q4 		$341K Sell
43,127
-76,741
-64% -$617K ﹤0.01% 1112
2024
Q3 		$966K Sell
119,868
-37,412
-24% -$290K 0.01% 586
2024
Q2 		$1.17M Buy
157,280
+73,918
+89% +$531K 0.02% 476
2024
Q1 		$599K Buy
+83,362
New +$592K 0.02% 394
2020
Q3 		– Sell
-10,000
Closed -$82K – 187
2020
Q2 		$82K Buy
+10,000
New +$79.8K 0.01% 179
2020
Q1 		– Sell
-23,456
Closed -$245K – 192
2019
Q4 		$245K Buy
23,456
+148
+0.6% +$1.5K 0.02% 174
2019
Q3 		$234K Buy
23,308
+149
+0.6% +$1.48K 0.03% 169
2019
Q2 		$231K Buy
23,159
+151
+0.7% +$1.46K 0.03% 181
2019
Q1 		$221K Buy
23,008
+158
+0.7% +$1.45K 0.03% 185
2018
Q4 		$191K Buy
22,850
+108
+0.5% +$954 0.03% 184
2018
Q3 		$212K Buy
22,742
+242
+1% +$2.26K 0.03% 208
2018
Q2 		$211K Buy
22,500
+436
+2% +$4.28K 0.03% 222
2018
Q1 		$222K Buy
22,064
+28
+0.1% +$276 0.03% 259
2017
Q4 		$228K Sell
22,036
-6,120
-22% -$64K 0.03% 259
2017
Q3 		$299K Buy
28,156
+415
+1% +$4.35K 0.04% 216
2017
Q2 		$290K Buy
27,741
+417
+2% +$4.24K 0.04% 215
2017
Q1 		$270K Buy
27,324
+2,078
+8% +$20.5K 0.04% 212
2016
Q4 		$248K Buy
25,246
+521
+2% +$4.99K 0.04% 209
2016
Q3 		$249K Buy
24,725
+475
+2% +$4.89K 0.04% 197
2016
Q2 		$245K Buy
24,250
+10,060
+71% +$99.5K 0.05% 181
2016
Q1 		$134K Buy
+14,190
New +$131K 0.03% 198

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Choreo LLC's JPC Position: Q1 2026 in Review

Choreo LLC sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 23,723 shares — an estimated $194K sold.

Choreo LLC first reported a position in JPC in Q1 2016 and held it in 25 quarters. The position peaked at $1.17M in Q2 2024. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Choreo LLC reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Choreo LLC sold 23,723 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $194K.
  • Choreo LLC first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2016 and held it in 25 quarters.
  • Choreo LLC's Nuveen Preferred & Income Opportunities Fund position peaked at $1.17M in Q2 2024.
  • 322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.