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

E&G 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 Q1	$1.16M	Sell	153,900 -4,345	-3%	-$35.1K	0.26%	80
2025 Q4	$1.28M	Sell	158,245 -8,991	-5%	-$73K	0.29%	69
2025 Q3	$1.37M	Buy	167,236 +76,686	+85%	+$622K	0.32%	61
2025 Q2	$725K	Sell	90,550 -1,300	-1%	-$10.1K	0.19%	100
2025 Q1	$730K	Sell	91,850 -1,800	-2%	-$14.4K	0.21%	99
2024 Q4	$735K	Sell	93,650 -14,200	-13%	-$114K	0.2%	94
2024 Q3	$869K	Sell	107,850 -1,600	-1%	-$12.4K	0.24%	88
2024 Q2	$817K	Sell	109,450 -2,900	-3%	-$20.8K	0.24%	85
2024 Q1	$807K	Sell	112,350 -1,050	-0.9%	-$7.45K	0.25%	85
2023 Q4	$766K	Sell	113,400 -25,700	-18%	-$163K	0.27%	77
2023 Q3	$881K	Sell	139,100 -2,700	-2%	-$17.4K	0.32%	74
2023 Q2	$919K	Sell	141,800 -500	-0.4%	-$3.17K	0.32%	74
2023 Q1	$936K	Buy	142,300 +400	+0.3%	+$2.92K	0.35%	69
2022 Q4	$1.03M	Sell	141,900 -21,400	-13%	-$155K	0.39%	63
2022 Q3	$1.14M	Sell	163,300 -4,300	-3%	-$33.6K	0.42%	52
2022 Q2	$1.28M	Sell	167,600 -1,100	-0.7%	-$8.78K	0.43%	52
2022 Q1	$1.45M	Sell	168,700 -4,600	-3%	-$40.9K	0.4%	55
2021 Q4	$1.69M	Hold	173,300	–	–	0.42%	53
2021 Q3	$1.72M	Buy	+173,300	New	+$1.73M	0.47%	48
2021 Q2	–	Sell	-173,623	Closed	-$1.69M	–	44
2021 Q1	$1.65M	Hold	173,623	–	–	0.48%	45
2020 Q4	$1.65M	Sell	173,623 -327	-0.2%	-$2.9K	0.51%	40
2020 Q3	$1.48M	Sell	173,950 -650	-0.4%	-$5.6K	0.51%	40
2020 Q2	$1.44M	Buy	174,600 +3,400	+2%	+$27.1K	0.56%	38
2020 Q1	$1.26M	Sell	171,200 -4,300	-2%	-$40.8K	0.62%	32
2019 Q4	$1.84M	Hold	175,500	–	–	0.68%	35
2019 Q3	$1.76M	Hold	175,500	–	–	0.71%	34
2019 Q2	$1.74M	Hold	175,500	–	–	0.74%	30
2019 Q1	$1.67M	Sell	175,500 -17,000	-9%	-$156K	0.74%	29
2018 Q4	$1.6M	Hold	192,500	–	–	0.73%	29
2018 Q3	$1.78M	Hold	192,500	–	–	0.68%	30
2018 Q2	$1.8M	Sell	192,500 -1,000	-0.5%	-$9.81K	0.75%	28
2018 Q1	$1.94M	Hold	193,500	–	–	0.83%	24
2017 Q4	$2M	Sell	193,500 -8,000	-4%	-$83.7K	0.84%	23
2017 Q3	$2.13M	Hold	201,500	–	–	0.96%	21
2017 Q2	$2.1M	Buy	201,500 +48,800	+32%	+$496K	1.01%	21
2017 Q1	$1.5M	Buy	152,700 +44,500	+41%	+$440K	0.77%	33
2016 Q4	$1.06M	Sell	108,200 -2,500	-2%	-$23.9K	0.63%	37
2016 Q3	$1.11M	Buy	110,700 +10,700	+11%	+$110K	0.65%	36
2016 Q2	$1M	Hold	100,000	–	–	0.61%	39
2016 Q1	$936K	Buy	100,000 +28,500	+40%	+$263K	0.61%	40
2015 Q4	$655K	Buy	+71,500	New	+$654K	0.39%	57

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

E&G Advisors's JPC Position: Q1 2026 in Review

E&G Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.7% in Q1 2026, selling an estimated $35.1K and leaving 153,900 shares worth $1.16M. The position accounts for 0.26% of the portfolio, ranked #80.

E&G Advisors first reported a position in JPC in Q4 2015 and has held it in 41 quarters since. The position peaked at $2.13M in Q3 2017. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

E&G Advisors held 153,900 shares of Nuveen Preferred & Income Opportunities Fund worth $1.16M as of Q1 2026.
E&G Advisors sold 4,345 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $35.1K.
Nuveen Preferred & Income Opportunities Fund made up 0.26% of E&G Advisors's portfolio in Q1 2026, its #80 holding.
E&G Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2015 and has held it in 41 quarters since.
E&G Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $2.13M in Q3 2017.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.