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 Q2	$511K	Sell	64,911 -1,164	-2%	-$9.15K	0.25%	116
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 $1.89T 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

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

Everstar Asset Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 1.8% in Q2 2026, selling an estimated $9.15K and leaving 64,911 shares worth $511K. The position accounts for 0.25% of the portfolio, ranked #116.

Everstar Asset Management first reported a position in JPC in Q3 2025 and has held it in 3 quarters since. The position peaked at $566K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Everstar Asset Management held 64,911 shares of Nuveen Preferred & Income Opportunities Fund worth $511K as of Q2 2026.
Everstar Asset Management sold 1,164 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $9.15K.
Nuveen Preferred & Income Opportunities Fund made up 0.25% of Everstar Asset Management's portfolio in Q2 2026, its #116 holding.
Everstar Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
Everstar Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $566K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

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