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

Everstar 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 Q1	$498K	Buy	+66,075	New	+$534K	0.27%	113
2025 Q4	–	Sell	-69,074	Closed	-$566K	–	197
2025 Q3	$566K	Buy	+69,074	New	+$560K	0.32%	102

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

Everstar Asset Management's JPC Position: Q1 2026 in Review

Everstar Asset Management opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026: 66,075 shares worth $498K. The stake represents 0.27% of the portfolio and ranks #113 among its holdings. This is a return to the name: Everstar Asset Management previously reported a position in JPC as recently as Q3 2025.

Everstar Asset Management first reported a position in JPC in Q3 2025 and has held it in 2 quarters since. The position peaked at $566K in Q3 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Everstar Asset Management held 66,075 shares of Nuveen Preferred & Income Opportunities Fund worth $498K as of Q1 2026.
Nuveen Preferred & Income Opportunities Fund was a new Everstar Asset Management position in Q1 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.27% of Everstar Asset Management's portfolio in Q1 2026, its #113 holding.
Everstar Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 2 quarters since.
Everstar Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $566K in Q3 2025.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.