Equitable Holdings’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Equitable Holdings’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	$314K	Buy	39,903 +1,682	+4%	+$13.2K	﹤0.01%	1532
2026 Q1	$307K	Buy	38,221 +9,162	+32%	+$74.1K	﹤0.01%	1447
2025 Q4	$236K	Buy	29,059 +3,313	+13%	+$26.9K	﹤0.01%	1438
2025 Q3	$211K	Buy	+25,746	New	+$209K	﹤0.01%	1430
2024 Q4	–	Sell	-14,389	Closed	-$116K	–	1315
2024 Q3	$116K	Buy	14,389 +1,343	+10%	+$10.4K	﹤0.01%	1225
2024 Q2	$97.5K	Buy	13,046 +519	+4%	+$3.73K	﹤0.01%	1178
2024 Q1	$90.1K	Buy	12,527 +37	+0.3%	+$263	﹤0.01%	1131
2023 Q4	$84.4K	Buy	+12,490	New	+$79.4K	﹤0.01%	1101

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

Equitable Holdings's JPC Position: Q2 2026 in Review

Equitable Holdings increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 4.4% in Q2 2026, buying an estimated $13.2K and bringing the position to 39,903 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Equitable Holdings first reported a position in JPC in Q4 2023 and has held it in 8 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Equitable Holdings held 39,903 shares of Nuveen Preferred & Income Opportunities Fund worth $314K as of Q2 2026.
Equitable Holdings bought 1,682 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $13.2K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1532 holding.
Equitable Holdings first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 8 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.