CIBC Private Wealth Group
JPC icon

CIBC Private Wealth Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$36.4K Sell
4,483
-1,913
-30% -$15.5K ﹤0.01% 1920
2025
Q3 		$52.4K Sell
6,396
-2,754
-30% -$22.3K ﹤0.01% 1773
2025
Q2 		$73.4K Sell
9,150
-194
-2% -$1.5K ﹤0.01% 1522
2025
Q1 		$66.6K Sell
9,344
-624
-6% -$4.98K ﹤0.01% 1527
2024
Q4 		$79.7K Sell
9,968
-1,574
-14% -$12.7K ﹤0.01% 1504
2024
Q3 		$93.1K Sell
11,542
-6,577
-36% -$51K ﹤0.01% 1515
2024
Q2 		$136K Buy
18,119
+6,578
+57% +$47.2K ﹤0.01% 1267
2024
Q1 		$82.6K Buy
+11,541
New +$81.9K ﹤0.01% 1475

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

CIBC Private Wealth Group's JPC Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 30% in Q4 2025, selling an estimated $15.5K and leaving 4,483 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

CIBC Private Wealth Group first reported a position in JPC in Q1 2024 and has held it in 8 quarters since. The position peaked at $136K in Q2 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q4 2025.

  • CIBC Private Wealth Group held 4,483 shares of Nuveen Preferred & Income Opportunities Fund worth $36.4K as of Q4 2025.
  • CIBC Private Wealth Group sold 1,913 Nuveen Preferred & Income Opportunities Fund shares in Q4 2025, an estimated $15.5K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1920 holding.
  • CIBC Private Wealth Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Nuveen Preferred & Income Opportunities Fund position peaked at $136K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.