Corient Private Wealth
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Corient Private Wealth’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Corient Private Wealth’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 		$119K Buy
+15,081
New +$119K ﹤0.01% 2909
2026
Q1 		– Sell
-17,322
Closed -$141K – 2928
2025
Q4 		$141K Buy
17,322
+791
+5% +$6.42K ﹤0.01% 2487
2025
Q3 		$136K Hold
16,531
– – ﹤0.01% 2411
2025
Q2 		$133K Sell
16,531
-4,205
-20% -$32.6K ﹤0.01% 2297
2025
Q1 		$165K Buy
20,736
+3,149
+18% +$25.1K ﹤0.01% 2109
2024
Q4 		$138K Buy
17,587
+1,883
+12% +$15.1K ﹤0.01% 2186
2024
Q3 		$127K Sell
15,704
-2,472
-14% -$19.2K ﹤0.01% 2293
2024
Q2 		$136K Sell
18,176
-33,117
-65% -$238K ﹤0.01% 2175
2024
Q1 		$369K Buy
51,293
+23,553
+85% +$167K ﹤0.01% 1783
2023
Q4 		$188K Buy
+27,740
New +$176K ﹤0.01% 2091

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

Corient Private Wealth's JPC Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 15,081 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #2909 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in JPC as recently as Q4 2025.

Corient Private Wealth first reported a position in JPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $369K in Q1 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Corient Private Wealth held 15,081 shares of Nuveen Preferred & Income Opportunities Fund worth $119K as of Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new Corient Private Wealth position in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2909 holding.
  • Corient Private Wealth first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
  • Corient Private Wealth's Nuveen Preferred & Income Opportunities Fund position peaked at $369K in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.