Clifford Swan Investment Counsel’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Clifford Swan Investment Counsel’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	$143K	Hold	18,952	–	–	﹤0.01%	329
2025 Q4	$154K	Sell	18,952 -2,472	-12%	-$20.1K	0.01%	320
2025 Q3	$176K	Hold	21,424	–	–	0.01%	318
2025 Q2	$172K	Hold	21,424	–	–	0.01%	309
2025 Q1	$171K	Hold	21,424	–	–	0.01%	306
2024 Q4	$168K	Hold	21,424	–	–	0.01%	302
2024 Q3	$173K	Hold	21,424	–	–	0.01%	309
2024 Q2	$160K	Hold	21,424	–	–	0.01%	301
2024 Q1	$154K	Buy	21,424 +2,472	+13%	+$17.5K	0.01%	305
2023 Q4	$128K	Buy	+18,952	New	+$121K	0.01%	297

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Clifford Swan Investment Counsel's JPC Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q1 2026 at 18,952 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Clifford Swan Investment Counsel first reported a position in JPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $176K in Q3 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Clifford Swan Investment Counsel held 18,952 shares of Nuveen Preferred & Income Opportunities Fund worth $143K as of Q1 2026.
Clifford Swan Investment Counsel left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q1 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #329 holding.
Clifford Swan Investment Counsel first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
Clifford Swan Investment Counsel's Nuveen Preferred & Income Opportunities Fund position peaked at $176K in Q3 2025.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.