Concorde Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Concorde Asset 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	–	Sell	-15,722	Closed	-$120K	–	197
2026 Q1	$120K	Sell	15,722 -2,760	-15%	-$22.3K	0.06%	201
2025 Q4	$150K	Sell	18,482 -1,350	-7%	-$11K	0.06%	229
2025 Q3	$163K	Buy	+19,832	New	+$161K	0.07%	216
2025 Q1	$133K	Sell	17,651 -700	-4%	-$5.59K	0.07%	168
2024 Q4	$144K	Sell	18,351 -1,400	-7%	-$11.3K	0.08%	176
2024 Q3	$160K	Buy	19,751 +900	+5%	+$6.98K	0.09%	166
2024 Q2	$141K	Buy	+18,851	New	+$135K	0.09%	157

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

Concorde Asset Management's JPC Position: Q2 2026 in Review

Concorde Asset Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026, closing a stake of 15,722 shares — an estimated $120K sold.

Concorde Asset Management first reported a position in JPC in Q2 2024 and held it in 7 quarters. The position peaked at $163K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Concorde Asset Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Concorde Asset Management sold 15,722 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $120K.
Concorde Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2024 and held it in 7 quarters.
Concorde Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $163K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.