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

Glass Jacobson 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 		$179K Buy
22,692
+120
+0.5% +$944 0.06% 212
2026
Q1 		$170K Buy
22,572
+70
+0.3% +$566 0.06% 203
2025
Q4 		$182K Buy
22,502
+40
+0.2% +$325 0.07% 196
2025
Q3 		$184K Hold
22,462
– – 0.07% 192
2025
Q2 		$180K Sell
22,462
-1,460
-6% -$11.3K 0.07% 186
2025
Q1 		$188K Hold
23,922
– – 0.06% 236
2024
Q4 		$188K Buy
23,922
+10,520
+78% +$84.6K 0.06% 236
2024
Q3 		$108K Sell
13,402
-2,274
-15% -$17.6K 0.04% 271
2024
Q2 		$117K Sell
15,676
-1,535
-9% -$11K 0.04% 256
2024
Q1 		$124K Buy
17,211
+450
+3% +$3.19K 0.05% 253
2023
Q4 		$113K Buy
16,761
+15,261
+1,017% +$97.1K 0.05% 253
2023
Q3 		$9.49K Hold
1,500
– – ﹤0.01% 501
2023
Q2 		$9.72K Buy
+1,500
New +$9.51K ﹤0.01% 505
2022
Q4 		$10.9K Buy
+1,500
New +$10.9K 0.01% 508

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

Glass Jacobson Investment Advisors's JPC Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.53% in Q2 2026, buying an estimated $944 and bringing the position to 22,692 shares worth $179K. The position accounts for 0.06% of the portfolio, ranked #212.

Glass Jacobson Investment Advisors first reported a position in JPC in Q4 2022 and has held it in 14 quarters since. The position peaked at $188K in Q1 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Glass Jacobson Investment Advisors held 22,692 shares of Nuveen Preferred & Income Opportunities Fund worth $179K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 120 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $944.
  • Nuveen Preferred & Income Opportunities Fund made up 0.06% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #212 holding.
  • Glass Jacobson Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $188K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.