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Flagship Harbor Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Flagship Harbor Advisors’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 		– Sell
-3,207
Closed -$26K – 1499
2025
Q4 		$26K Buy
+3,207
New +$26K ﹤0.01% 1253
2024
Q1 		– Sell
-11,904
Closed -$80.5K – 694
2023
Q4 		$80.5K Buy
+11,904
New +$75.7K 0.01% 614
2022
Q4 		– Sell
-13,248
Closed -$92K – 622
2022
Q3 		$92K Hold
13,248
– – 0.01% 567
2022
Q2 		$101K Hold
13,248
– – 0.01% 575
2022
Q1 		$114K Hold
13,248
– – 0.01% 604
2021
Q4 		$129K Sell
13,248
-1,000
-7% -$9.67K 0.01% 630
2021
Q3 		$142K Hold
14,248
– – 0.02% 614
2021
Q2 		$142K Hold
14,248
– – 0.02% 616
2021
Q1 		$135K Hold
14,248
– – 0.02% 606
2020
Q4 		$135K Sell
14,248
-10,990
-44% -$97.6K 0.02% 541
2020
Q3 		$214K Sell
25,238
-2,000
-7% -$17.2K 0.03% 450
2020
Q2 		$224K Sell
27,238
-3,800
-12% -$30.3K 0.03% 433
2020
Q1 		$228K Buy
31,038
+12,531
+68% +$119K 0.05% 359
2019
Q4 		$194K Buy
18,507
+5,823
+46% +$59.2K 0.03% 446
2019
Q3 		$127K Buy
12,684
+2,500
+25% +$24.7K 0.02% 527
2019
Q2 		$100K Sell
10,184
-4,280
-30% -$41.3K 0.02% 566
2019
Q1 		$137K Hold
14,464
– – 0.03% 497
2018
Q4 		$120K Sell
14,464
-2,000
-12% -$17.7K 0.03% 472
2018
Q3 		$152K Hold
16,464
– – 0.03% 482
2018
Q2 		$153K Buy
16,464
+500
+3% +$4.91K 0.03% 466
2018
Q1 		$160K Sell
15,964
-1,000
-6% -$9.87K 0.05% 351
2017
Q4 		$175K Buy
16,964
+3,000
+21% +$31.4K 0.05% 353
2017
Q3 		$147K Sell
13,964
-475
-3% -$4.98K 0.05% 333
2017
Q2 		$151K Buy
+14,439
New +$147K 0.05% 333

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Flagship Harbor Advisors's JPC Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 3,207 shares — an estimated $26K sold.

Flagship Harbor Advisors first reported a position in JPC in Q2 2017 and held it in 24 quarters. The position peaked at $228K in Q1 2020. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 3,207 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $26K.
  • Flagship Harbor Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2017 and held it in 24 quarters.
  • Flagship Harbor Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $228K in Q1 2020.
  • 322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.