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EP Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

EP Wealth 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
Q2 		$175K Buy
+22,146
New +$174K ﹤0.01% 1550
2020
Q1 		– Sell
-15,917
Closed -$166K – 405
2019
Q4 		$166K Buy
+15,917
New +$162K 0.01% 405

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

EP Wealth Advisors's JPC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 22,146 shares worth $175K. The stake represents ﹤0.01% of the portfolio and ranks #1550 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in JPC as recently as Q4 2019.

EP Wealth Advisors first reported a position in JPC in Q4 2019 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • EP Wealth Advisors held 22,146 shares of Nuveen Preferred & Income Opportunities Fund worth $175K as of Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new EP Wealth Advisors position in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1550 holding.
  • EP Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2019 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

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