Coastline Trust’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Coastline Trust’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	$95.7K	Hold	12,143	–	–	0.01%	243
2026 Q1	$91.6K	Hold	12,143	–	–	0.01%	240
2025 Q4	$98.5K	Hold	12,143	–	–	0.01%	239
2025 Q3	$99.6K	Hold	12,143	–	–	0.01%	228
2025 Q2	$97.4K	Hold	12,143	–	–	0.01%	233
2025 Q1	$96.7K	Hold	12,143	–	–	0.01%	228
2024 Q4	$95.4K	Buy	12,143 +2,000	+20%	+$16.1K	0.01%	241
2024 Q3	$81.9K	Hold	10,143	–	–	0.01%	258
2024 Q2	$75.8K	Hold	10,143	–	–	0.01%	245
2024 Q1	$72.9K	Hold	10,143	–	–	0.01%	243
2023 Q4	$68.6K	Buy	+10,143	New	+$64.5K	0.01%	255

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

Coastline Trust's JPC Position: Q2 2026 in Review

Coastline Trust held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 12,143 shares worth $95.7K. The position accounts for 0.01% of the portfolio, ranked #243.

Coastline Trust first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $99.6K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Coastline Trust held 12,143 shares of Nuveen Preferred & Income Opportunities Fund worth $95.7K as of Q2 2026.
Coastline Trust left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Coastline Trust's portfolio in Q2 2026, its #243 holding.
Coastline Trust first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Coastline Trust's Nuveen Preferred & Income Opportunities Fund position peaked at $99.6K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.