Creative Planning’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $258K | Buy |
34,277
+4,713
| +16% | +$38.1K | ﹤0.01% | 3535 |
|
|
2025
Q4 | $240K | Buy |
29,564
+3,279
| +12% | +$26.6K | ﹤0.01% | 3410 |
|
|
2025
Q3 | $216K | Buy |
26,285
+13,803
| +111% | +$112K | ﹤0.01% | 3416 |
|
|
2025
Q2 | $100K | Buy |
12,482
+1,507
| +14% | +$11.7K | ﹤0.01% | 3428 |
|
|
2025
Q1 | $87.4K | Sell |
10,975
-12,130
| -52% | -$96.8K | ﹤0.01% | 3271 |
|
|
2024
Q4 | $182K | Buy |
23,105
+6,525
| +39% | +$52.5K | ﹤0.01% | 3002 |
|
|
2024
Q3 | $134K | Buy |
16,580
+4,115
| +33% | +$31.9K | ﹤0.01% | 2961 |
|
|
2024
Q2 | $93.1K | Buy |
+12,465
| New | +$89.5K | ﹤0.01% | 2852 |
|
|
2024
Q1 | – | Sell |
-13,763
| Closed | -$93K | – | 2969 |
|
|
2023
Q4 | $93K | Sell |
13,763
-88,118
| -86% | -$560K | ﹤0.01% | 2580 |
|
|
2023
Q3 | $645K | Buy |
+101,881
| New | +$658K | ﹤0.01% | 1395 |
|
|
2023
Q2 | – | Sell |
-14,060
| Closed | -$92.5K | – | 2738 |
|
|
2023
Q1 | $92.5K | Sell |
14,060
-4,625
| -25% | -$33.8K | ﹤0.01% | 2273 |
|
|
2022
Q4 | $136K | Sell |
18,685
-2,110
| -10% | -$15.3K | ﹤0.01% | 2105 |
|
|
2022
Q3 | $145K | Sell |
20,795
-8,347
| -29% | -$65.2K | ﹤0.01% | 1977 |
|
|
2022
Q2 | $223K | Sell |
29,142
-2,653
| -8% | -$21.2K | ﹤0.01% | 1808 |
|
|
2022
Q1 | $273K | Buy |
31,795
+1,390
| +5% | +$12.4K | ﹤0.01% | 1693 |
|
|
2021
Q4 | $297K | Hold |
30,405
| – | – | ﹤0.01% | 1629 |
|
|
2021
Q3 | $301K | Sell |
30,405
-2,869
| -9% | -$28.6K | ﹤0.01% | 1588 |
|
|
2021
Q2 | $332K | Sell |
33,274
-801
| -2% | -$7.8K | ﹤0.01% | 1510 |
|
|
2021
Q1 | $323K | Buy |
34,075
+1,400
| +4% | +$12.9K | ﹤0.01% | 1749 |
|
|
2020
Q4 | $310K | Sell |
32,675
-3,247
| -9% | -$28.8K | ﹤0.01% | 1611 |
|
|
2020
Q3 | $305K | Buy |
35,922
+19,545
| +119% | +$168K | ﹤0.01% | 1417 |
|
|
2020
Q2 | $135K | Sell |
16,377
-500
| -3% | -$3.99K | ﹤0.01% | 1613 |
|
|
2020
Q1 | $124K | Sell |
16,877
-335
| -2% | -$3.18K | ﹤0.01% | 1488 |
|
|
2019
Q4 | $180K | Sell |
17,212
-3,500
| -17% | -$35.6K | ﹤0.01% | 1664 |
|
|
2019
Q3 | $208K | Buy |
20,712
+3,200
| +18% | +$31.7K | ﹤0.01% | 1590 |
|
|
2019
Q2 | $174K | Sell |
17,512
-1,230
| -7% | -$11.9K | ﹤0.01% | 1660 |
|
|
2019
Q1 | $179K | Sell |
18,742
-11,339
| -38% | -$104K | ﹤0.01% | 1616 |
|
|
2018
Q4 | $251K | Buy |
30,081
+4,010
| +15% | +$35.4K | ﹤0.01% | 1341 |
|
|
2018
Q3 | $242K | Buy |
26,071
+6,751
| +35% | +$63.2K | ﹤0.01% | 1551 |
|
|
2018
Q2 | $180K | Sell |
19,320
-718
| -4% | -$7.04K | ﹤0.01% | 1664 |
|
|
2018
Q1 | $201K | Hold |
20,038
| – | – | ﹤0.01% | 1614 |
|
|
2017
Q4 | $207K | Sell |
20,038
-500
| -2% | -$5.23K | ﹤0.01% | 1584 |
|
|
2017
Q3 | $217K | Sell |
20,538
-10,314
| -33% | -$108K | ﹤0.01% | 1548 |
|
|
2017
Q2 | $321K | Buy |
30,852
+8,818
| +40% | +$89.6K | ﹤0.01% | 1249 |
|
|
2017
Q1 | $216K | Sell |
22,034
-53,055
| -71% | -$524K | ﹤0.01% | 1438 |
|
|
2016
Q4 | $739K | Buy |
75,089
+49,079
| +189% | +$470K | ﹤0.01% | 745 |
|
|
2016
Q3 | $261K | Buy |
26,010
+1,600
| +7% | +$16.5K | ﹤0.01% | 1256 |
|
|
2016
Q2 | $245K | Buy |
24,410
+1,943
| +9% | +$19.2K | ﹤0.01% | 1157 |
|
|
2016
Q1 | $210K | Buy |
22,467
+1,197
| +6% | +$11.1K | ﹤0.01% | 1186 |
|
|
2015
Q4 | $195K | Buy |
21,270
+50
| +0.2% | +$457 | ﹤0.01% | 1214 |
|
|
2015
Q3 | $191K | Hold |
21,220
| – | – | ﹤0.01% | 1220 |
|
|
2015
Q2 | $194K | Sell |
21,220
-1,797
| -8% | -$17.2K | ﹤0.01% | 876 |
|
|
2015
Q1 | $219K | Buy |
23,017
+2,917
| +15% | +$27.8K | ﹤0.01% | 1146 |
|
|
2014
Q4 | $192K | Buy |
20,100
+11,200
| +126% | +$104K | ﹤0.01% | 1163 |
|
|
2014
Q3 | $82K | Buy |
8,900
+800
| +10% | +$7.54K | ﹤0.01% | 1603 |
|
|
2014
Q2 | $79K | Sell |
8,100
-5,088
| -39% | -$48.4K | ﹤0.01% | 1582 |
|
|
2014
Q1 | $123K | Sell |
13,188
-3,203
| -20% | -$29.2K | ﹤0.01% | 1267 |
|
|
2013
Q4 | $145K | Buy |
16,391
+2,472
| +18% | +$21.6K | ﹤0.01% | 1004 |
|
|
2013
Q3 | $121K | Buy |
13,919
+3,021
| +28% | +$27.2K | ﹤0.01% | 1001 |
|
|
2013
Q2 | $104K | Buy |
+10,898
| New | +$110K | ﹤0.01% | 970 |
|
Other funds holding JPC
GC
Creative Planning's JPC Position: Q1 2026 in Review
Creative Planning increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 16% in Q1 2026, buying an estimated $38.1K and bringing the position to 34,277 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #3535.
Creative Planning first reported a position in JPC in Q2 2013 and has held it in 50 quarters since. The position peaked at $739K in Q4 2016. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.
- Creative Planning held 34,277 shares of Nuveen Preferred & Income Opportunities Fund worth $258K as of Q1 2026.
- Creative Planning bought 4,713 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $38.1K.
- Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3535 holding.
- Creative Planning first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and has held it in 50 quarters since.
- Creative Planning's Nuveen Preferred & Income Opportunities Fund position peaked at $739K in Q4 2016.
- 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.