GIA
JPC icon

GHP Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

GHP Investment 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
Q2 		$9.69K Sell
1,229
-999
-45% -$7.86K ﹤0.01% 816
2026
Q1 		$16.8K Buy
2,228
+999
+81% +$8.07K ﹤0.01% 727
2025
Q4 		$9.97K Hold
1,229
– – ﹤0.01% 738
2025
Q3 		$10.1K Hold
1,229
– – ﹤0.01% 708
2025
Q2 		$9.86K Hold
1,229
– – ﹤0.01% 716
2025
Q1 		$9.78K Hold
1,229
– – ﹤0.01% 696
2024
Q4 		$9.66K Sell
1,229
-300
-20% -$2.41K ﹤0.01% 705
2024
Q3 		$12.3K Buy
1,529
+300
+24% +$2.33K ﹤0.01% 690
2024
Q2 		$9.18K Hold
1,229
– – ﹤0.01% 701
2024
Q1 		$8.84K Hold
1,229
– – ﹤0.01% 664
2023
Q4 		$8.31K Buy
+1,229
New +$7.82K ﹤0.01% 667

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

GHP Investment Advisors's JPC Position: Q2 2026 in Review

GHP Investment Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 45% in Q2 2026, selling an estimated $7.86K and leaving 1,229 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

GHP Investment Advisors first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.8K in Q1 2026. 329 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • GHP Investment Advisors held 1,229 shares of Nuveen Preferred & Income Opportunities Fund worth $9.69K as of Q2 2026.
  • GHP Investment Advisors sold 999 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $7.86K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #816 holding.
  • GHP Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
  • GHP Investment Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $16.8K in Q1 2026.
  • 329 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.