CoreCap Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

CoreCap Advisors’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	$1.75M	Buy	222,698 +4,335	+2%	+$34.1K	0.05%	270
2026 Q1	$1.65M	Sell	218,363 -3,981	-2%	-$32.2K	0.06%	262
2025 Q4	$1.8M	Sell	222,344 -8,668	-4%	-$70.4K	0.06%	262
2025 Q3	$1.89M	Sell	231,012 -6,772	-3%	-$54.9K	0.07%	244
2025 Q2	$1.91M	Sell	237,784 -775	-0.3%	-$6.01K	0.08%	223
2025 Q1	$1.9M	Sell	238,559 -575	-0.2%	-$4.59K	0.08%	215
2024 Q4	$1.88M	Buy	239,134 +5,062	+2%	+$40.7K	0.09%	221
2024 Q3	$1.89M	Sell	234,072 -338	-0.1%	-$2.62K	0.09%	232
2024 Q2	$1.75M	Sell	234,410 -6,521	-3%	-$46.8K	0.18%	115
2024 Q1	$1.73M	Sell	240,931 -23,784	-9%	-$169K	0.09%	214
2023 Q4	$1.79M	Buy	264,715 +247,686	+1,454%	+$1.58M	0.12%	175
2023 Q3	$108K	Hold	17,029	–	–	0.01%	534
2023 Q2	$110K	Buy	+17,029	New	+$108K	0.01%	559
2022 Q4	$139K	Buy	19,049 +417	+2%	+$3.02K	0.01%	621
2022 Q3	$129K	Hold	18,632	–	–	0.01%	509
2022 Q2	$143K	Hold	18,632	–	–	0.01%	593
2022 Q1	$160K	Sell	18,632 -6,146	-25%	-$54.6K	0.01%	517
2021 Q4	$242K	Buy	+24,778	New	+$240K	0.02%	489

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

CoreCap Advisors's JPC Position: Q2 2026 in Review

CoreCap Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2% in Q2 2026, buying an estimated $34.1K and bringing the position to 222,698 shares worth $1.75M. The position accounts for 0.05% of the portfolio, ranked #270.

CoreCap Advisors first reported a position in JPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.91M in Q2 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

CoreCap Advisors held 222,698 shares of Nuveen Preferred & Income Opportunities Fund worth $1.75M as of Q2 2026.
CoreCap Advisors bought 4,335 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $34.1K.
Nuveen Preferred & Income Opportunities Fund made up 0.05% of CoreCap Advisors's portfolio in Q2 2026, its #270 holding.
CoreCap Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and has held it in 18 quarters since.
CoreCap Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $1.91M in Q2 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.