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First Merchants Corp’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

First Merchants Corp’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 		$310K Hold
39,283
– – 0.01% 298
2026
Q1 		$296K Sell
39,283
-12,360
-24% -$99.9K 0.01% 298
2025
Q4 		$419K Buy
+51,643
New +$419K 0.02% 279

Other funds holding JPC

GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

First Merchants Corp's JPC Position: Q2 2026 in Review

First Merchants Corp held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 39,283 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #298.

First Merchants Corp first reported a position in JPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $419K in Q4 2025. 98 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • First Merchants Corp held 39,283 shares of Nuveen Preferred & Income Opportunities Fund worth $310K as of Q2 2026.
  • First Merchants Corp left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of First Merchants Corp's portfolio in Q2 2026, its #298 holding.
  • First Merchants Corp first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • First Merchants Corp's Nuveen Preferred & Income Opportunities Fund position peaked at $419K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.