Gerber Kawasaki Wealth & Investment Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $125K | Buy |
16,622
+3,196
| +24% | +$25.8K | ﹤0.01% | 341 |
|
|
2025
Q4 | $109K | Buy |
13,426
+156
| +1% | +$1.27K | ﹤0.01% | 331 |
|
|
2025
Q3 | $109K | Buy |
13,270
+111
| +0.8% | +$900 | ﹤0.01% | 330 |
|
|
2025
Q2 | $106K | Buy |
13,159
+110
| +0.8% | +$853 | ﹤0.01% | 312 |
|
|
2025
Q1 | $104K | Buy |
+13,049
| New | +$104K | ﹤0.01% | 290 |
|
|
2024
Q4 | – | Sell |
-12,840
| Closed | -$104K | – | 293 |
|
|
2024
Q3 | $104K | Buy |
+12,840
| New | +$99.6K | ﹤0.01% | 285 |
|
|
2024
Q2 | – | Sell |
-13,899
| Closed | -$99.9K | – | 292 |
|
|
2024
Q1 | $99.9K | Sell |
13,899
-1,056
| -7% | -$7.5K | 0.01% | 277 |
|
|
2023
Q4 | $101K | Sell |
14,955
-15,095
| -50% | -$96K | 0.01% | 257 |
|
|
2023
Q3 | $190K | Sell |
30,050
-7,420
| -20% | -$47.9K | 0.01% | 242 |
|
|
2023
Q2 | $243K | Sell |
37,470
-13,100
| -26% | -$83K | 0.02% | 227 |
|
|
2023
Q1 | $333K | Sell |
50,570
-7,091
| -12% | -$51.8K | 0.03% | 189 |
|
|
2022
Q4 | $420K | Sell |
57,661
-34,300
| -37% | -$249K | 0.04% | 172 |
|
|
2022
Q3 | $639K | Sell |
91,961
-23,828
| -21% | -$186K | 0.06% | 137 |
|
|
2022
Q2 | $885K | Sell |
115,789
-85,850
| -43% | -$685K | 0.08% | 122 |
|
|
2022
Q1 | $1.73M | Sell |
201,639
-288,287
| -59% | -$2.56M | 0.14% | 87 |
|
|
2021
Q4 | $4.78M | Buy |
489,926
+489,768
| +309,980% | +$4.74M | 0.38% | 51 |
|
|
2021
Q3 | $158K | Sell |
158
-474,710
| -100% | -$4.74M | 0.02% | 200 |
|
|
2021
Q2 | $4.74M | Buy |
474,868
+35,012
| +8% | +$341K | 0.48% | 43 |
|
|
2021
Q1 | $4.17M | Buy |
439,856
+43,050
| +11% | +$397K | 0.5% | 42 |
|
|
2020
Q4 | $3.77M | Buy |
396,806
+16,500
| +4% | +$146K | 0.52% | 38 |
|
|
2020
Q3 | $3.23M | Sell |
380,306
-3,712
| -1% | -$32K | 0.69% | 31 |
|
|
2020
Q2 | $3.16M | Buy |
384,018
+106,067
| +38% | +$847K | 0.7% | 35 |
|
|
2020
Q1 | $2.04M | Buy |
277,951
+206,731
| +290% | +$1.96M | 0.58% | 42 |
|
|
2019
Q4 | $744K | Buy |
71,220
+33,600
| +89% | +$341K | 0.19% | 69 |
|
|
2019
Q3 | $378K | Buy |
37,620
+23,400
| +165% | +$232K | 0.11% | 92 |
|
|
2019
Q2 | $140K | Hold |
14,220
| – | – | 0.04% | 115 |
|
|
2019
Q1 | $135K | Sell |
14,220
-1,250
| -8% | -$11.5K | 0.04% | 114 |
|
|
2018
Q4 | $129K | Sell |
15,470
-15,000
| -49% | -$133K | 0.05% | 107 |
|
|
2018
Q3 | $280K | Sell |
30,470
-42,000
| -58% | -$393K | 0.08% | 99 |
|
|
2018
Q2 | $682K | Sell |
72,470
-71,730
| -50% | -$704K | 0.2% | 56 |
|
|
2018
Q1 | $1.44M | Sell |
144,200
-57,721
| -29% | -$570K | 0.46% | 44 |
|
|
2017
Q4 | $2.09M | Buy |
201,921
+25,963
| +15% | +$272K | 0.72% | 34 |
|
|
2017
Q3 | $1.86M | Buy |
175,958
+20,125
| +13% | +$211K | 0.68% | 40 |
|
|
2017
Q2 | $1.63M | Buy |
155,833
+41,067
| +36% | +$417K | 0.62% | 38 |
|
|
2017
Q1 | $1.13M | Buy |
114,766
+39,446
| +52% | +$390K | 0.49% | 45 |
|
|
2016
Q4 | $741K | Buy |
75,320
+21,320
| +39% | +$204K | 0.39% | 53 |
|
|
2016
Q3 | $541K | Buy |
54,000
+26,000
| +93% | +$267K | 0.31% | 57 |
|
|
2016
Q2 | $280K | Buy |
+28,000
| New | +$277K | 0.18% | 74 |
|
Other funds holding JPC
GC
Gerber Kawasaki Wealth & Investment Management's JPC Position: Q1 2026 in Review
Gerber Kawasaki Wealth & Investment Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 24% in Q1 2026, buying an estimated $25.8K and bringing the position to 16,622 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #341.
Gerber Kawasaki Wealth & Investment Management first reported a position in JPC in Q2 2016 and has held it in 38 quarters since. The position peaked at $4.78M in Q4 2021. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.
- Gerber Kawasaki Wealth & Investment Management held 16,622 shares of Nuveen Preferred & Income Opportunities Fund worth $125K as of Q1 2026.
- Gerber Kawasaki Wealth & Investment Management bought 3,196 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $25.8K.
- Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #341 holding.
- Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2016 and has held it in 38 quarters since.
- Gerber Kawasaki Wealth & Investment Management's Nuveen Preferred & Income Opportunities Fund position peaked at $4.78M in Q4 2021.
- 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.
Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.