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

CoreFirst Bank & 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 		$33.1K Hold
4,197
– – 0.02% 221
2026
Q1 		$31.6K Hold
4,197
– – 0.02% 228
2025
Q4 		$34K Hold
4,197
– – 0.02% 231
2025
Q3 		$34.4K Hold
4,197
– – 0.02% 229
2025
Q2 		$33.7K Buy
+4,197
New +$32.5K 0.02% 235
2025
Q1 		– Sell
-7,699
Closed -$60.5K – 231
2024
Q4 		$60.5K Hold
7,699
– – 0.04% 200
2024
Q3 		$62.1K Sell
7,699
-2,393
-24% -$18.6K 0.04% 201
2024
Q2 		$75.4K Hold
10,092
– – 0.05% 121
2024
Q1 		$72.6K Hold
10,092
– – 0.05% 193
2023
Q4 		$68.2K Buy
10,092
+6,760
+203% +$43K 0.05% 198
2023
Q3 		$21.1K Sell
3,332
-4,082
-55% -$26.4K 0.02% 285
2023
Q2 		$48K Hold
7,414
– – 0.03% 226
2023
Q1 		$48.8K Hold
7,414
– – 0.04% 225
2022
Q4 		$54K Hold
7,414
– – 0.04% 234
2022
Q3 		$52K Hold
7,414
– – 0.04% 216
2022
Q2 		$57K Sell
7,414
-3,332
-31% -$26.6K 0.05% 204
2022
Q1 		$92K Hold
10,746
– – 0.06% 182
2021
Q4 		$105K Hold
10,746
– – 0.07% 185
2021
Q3 		$106K Hold
10,746
– – 0.07% 180
2021
Q2 		$107K Sell
10,746
-80
-0.7% -$779 0.07% 183
2021
Q1 		$103K Hold
10,826
– – 0.07% 181
2020
Q4 		$103K Buy
+10,826
New +$96.1K 0.08% 167

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

CoreFirst Bank & Trust's JPC Position: Q2 2026 in Review

CoreFirst Bank & Trust held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 4,197 shares worth $33.1K. The position accounts for 0.02% of the portfolio, ranked #221.

CoreFirst Bank & Trust first reported a position in JPC in Q4 2020 and has held it in 22 quarters since. The position peaked at $107K in Q2 2021. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • CoreFirst Bank & Trust held 4,197 shares of Nuveen Preferred & Income Opportunities Fund worth $33.1K as of Q2 2026.
  • CoreFirst Bank & Trust left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.02% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #221 holding.
  • CoreFirst Bank & Trust first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and has held it in 22 quarters since.
  • CoreFirst Bank & Trust's Nuveen Preferred & Income Opportunities Fund position peaked at $107K in Q2 2021.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.