CI
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CX Institutional’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

CX Institutional’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
Q3 		$2K Buy
+296
New +$2.22K ﹤0.01% 1568
2020
Q4 		– Sell
-20,142
Closed -$171K – 881
2020
Q3 		$171K Buy
+20,142
New +$173K 0.02% 270

Other funds holding JPC

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

CX Institutional's JPC Position: Q3 2026 in Review

CX Institutional opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2026: 296 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1568 among its holdings. This is a return to the name: CX Institutional previously reported a position in JPC as recently as Q3 2020.

CX Institutional first reported a position in JPC in Q3 2020 and has held it in 2 quarters since. The position peaked at $171K in Q3 2020. 12 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • CX Institutional held 296 shares of Nuveen Preferred & Income Opportunities Fund worth $2K as of Q3 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new CX Institutional position in Q3 2026.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1568 holding.
  • CX Institutional first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2020 and has held it in 2 quarters since.
  • CX Institutional's Nuveen Preferred & Income Opportunities Fund position peaked at $171K in Q3 2020.
  • 12 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.