Envestnet Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Envestnet Asset Management’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	$3.08M	Sell	391,171 -9,227	-2%	-$72.6K	﹤0.01%	2829
2026 Q1	$3.02M	Sell	400,398 -37,234	-9%	-$301K	﹤0.01%	2699
2025 Q4	$3.55M	Sell	437,632 -139,797	-24%	-$1.14M	﹤0.01%	2423
2025 Q3	$4.73M	Buy	577,429 +268,939	+87%	+$2.18M	﹤0.01%	2278
2025 Q2	$2.47M	Buy	308,490 +21,106	+7%	+$164K	﹤0.01%	2682
2025 Q1	$2.29M	Sell	287,384 -46,350	-14%	-$370K	﹤0.01%	2640
2024 Q4	$2.62M	Sell	333,734 -289,079	-46%	-$2.33M	﹤0.01%	2532
2024 Q3	$5.03M	Sell	622,813 -112,268	-15%	-$871K	﹤0.01%	2105
2024 Q2	$5.49M	Sell	735,081 -261,509	-26%	-$1.88M	﹤0.01%	1962
2024 Q1	$7.17M	Sell	996,590 -165,933	-14%	-$1.18M	﹤0.01%	1733
2023 Q4	$7.86M	Buy	1,162,523 +950,972	+450%	+$6.05M	﹤0.01%	1590
2023 Q3	$1.34M	Sell	211,551 -9,411	-4%	-$60.8K	﹤0.01%	2604
2023 Q2	$1.43M	Buy	220,962 +9,238	+4%	+$58.5K	﹤0.01%	2496
2023 Q1	$1.39M	Sell	211,724 -11,940	-5%	-$87.3K	﹤0.01%	2432
2022 Q4	$1.63M	Sell	223,664 -2,886	-1%	-$20.9K	﹤0.01%	2305
2022 Q3	$1.57M	Buy	226,550 +8,962	+4%	+$70K	﹤0.01%	2228
2022 Q2	$1.67M	Sell	217,588 -16,275	-7%	-$130K	﹤0.01%	2224
2022 Q1	$2.01M	Buy	233,863 +12,312	+6%	+$109K	﹤0.01%	2191
2021 Q4	$2.16M	Buy	221,551 +108,553	+96%	+$1.05M	﹤0.01%	2115
2021 Q3	$1.12M	Buy	112,998 +76,660	+211%	+$765K	﹤0.01%	2470
2021 Q2	$363K	Sell	36,338 -21,502	-37%	-$209K	﹤0.01%	3172
2021 Q1	$549K	Buy	57,840 +14,809	+34%	+$137K	﹤0.01%	2788
2020 Q4	$409K	Sell	43,031 -14,761	-26%	-$131K	﹤0.01%	2761
2020 Q3	$491K	Buy	57,792 +152	+0.3%	+$1.31K	﹤0.01%	2470
2020 Q2	$474K	Buy	57,640 +5,723	+11%	+$45.7K	﹤0.01%	2460
2020 Q1	$381K	Buy	51,917 +5,106	+11%	+$48.5K	﹤0.01%	2433
2019 Q4	$490K	Buy	46,811 +7,098	+18%	+$72.1K	﹤0.01%	2469
2019 Q3	$399K	Sell	39,713 -12,886	-24%	-$128K	﹤0.01%	2496
2019 Q2	$521K	Buy	52,599 +16,511	+46%	+$159K	﹤0.01%	2384
2019 Q1	$344K	Sell	36,088 -11,085	-23%	-$102K	﹤0.01%	2536
2018 Q4	$393K	Sell	47,173 -24,381	-34%	-$215K	﹤0.01%	2285
2018 Q3	$663K	Buy	+71,554	New	+$670K	﹤0.01%	863
2016 Q4	–	Sell	-236,854	Closed	-$2.37M	–	3211
2016 Q3	$2.37M	Buy	236,854 +94,992	+67%	+$977K	0.01%	871
2016 Q2	$1.42M	Sell	141,862 -13,134	-8%	-$130K	0.01%	1160
2016 Q1	$1.45M	Sell	154,996 -834	-0.5%	-$7.71K	0.01%	1133
2015 Q4	$1.43M	Buy	155,830 +2,563	+2%	+$23.4K	0.01%	1106
2015 Q3	$1.38M	Sell	153,267 -9,620	-6%	-$88.2K	0.01%	1114
2015 Q2	$1.49M	Buy	162,887 +121,957	+298%	+$1.16M	0.01%	1205
2015 Q1	$390K	Buy	40,930 +19,007	+87%	+$181K	﹤0.01%	1664
2014 Q4	$210K	Sell	21,923 -1,422	-6%	-$13.3K	﹤0.01%	997
2014 Q3	$215K	Buy	23,345 +7,616	+48%	+$71.7K	﹤0.01%	1070
2014 Q2	$153K	Buy	+15,729	New	+$150K	﹤0.01%	1090

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Envestnet Asset Management's JPC Position: Q2 2026 in Review

Envestnet Asset Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.3% in Q2 2026, selling an estimated $72.6K and leaving 391,171 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2829.

Envestnet Asset Management first reported a position in JPC in Q2 2014 and has held it in 42 quarters since. The position peaked at $7.86M in Q4 2023. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Envestnet Asset Management held 391,171 shares of Nuveen Preferred & Income Opportunities Fund worth $3.08M as of Q2 2026.
Envestnet Asset Management sold 9,227 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $72.6K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2829 holding.
Envestnet Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2014 and has held it in 42 quarters since.
Envestnet Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $7.86M in Q4 2023.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.