Compass Financial Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Compass Financial Management’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	$129K	Buy	+16,411	New	+$129K	0.02%	505

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Compass Financial Management's JPC Position: Q2 2026 in Review

Compass Financial Management opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 16,411 shares worth $129K. The stake represents 0.02% of the portfolio and ranks #505 among its holdings.

319 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Compass Financial Management held 16,411 shares of Nuveen Preferred & Income Opportunities Fund worth $129K as of Q2 2026.
Nuveen Preferred & Income Opportunities Fund was a new Compass Financial Management position in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #505 holding.
319 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.