EH
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Equitable Holdings's JPC Position: Q1 2026 in Review

Equitable Holdings increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 32% in Q1 2026, buying an estimated $74.1K and bringing the position to 38,221 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Equitable Holdings first reported a position in JPC in Q4 2023 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Equitable Holdings held 38,221 shares of Nuveen Preferred & Income Opportunities Fund worth $307K as of Q1 2026.
  • Equitable Holdings bought 9,162 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $74.1K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1447 holding.
  • Equitable Holdings first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 7 quarters since.
  • 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.