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Global Retirement Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Global Retirement Partners’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 		$333K Buy
+42,204
New +$332K 0.01% 1260
2025
Q4 		$427K Buy
52,594
+51,566
+5,016% +$419K 0.01% 1038
2025
Q3 		$8.43K Buy
1,028
+836
+435% +$6.78K ﹤0.01% 2764
2025
Q2 		$1.54K Buy
+192
New +$1.49K ﹤0.01% 3329
2024
Q4 		$1.45K Buy
185
+4
+2% +$32 ﹤0.01% 3183
2024
Q3 		$1.46K Buy
181
+161
+805% +$1.25K ﹤0.01% 3035
2024
Q2 		$149 Sell
20
-668
-97% -$4.8K ﹤0.01% 3439
2024
Q1 		$4.95K Hold
688
– – ﹤0.01% 2400
2023
Q4 		$4.73K Buy
688
+668
+3,340% +$4.25K ﹤0.01% 2342
2023
Q3 		$124 Buy
+20
New +$129 ﹤0.01% 3158

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

Global Retirement Partners's JPC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 42,204 shares worth $333K. The stake represents 0.01% of the portfolio and ranks #1260 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JPC as recently as Q4 2025.

Global Retirement Partners first reported a position in JPC in Q3 2023 and has held it in 10 quarters since. The position peaked at $427K in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Global Retirement Partners held 42,204 shares of Nuveen Preferred & Income Opportunities Fund worth $333K as of Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new Global Retirement Partners position in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1260 holding.
  • Global Retirement Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2023 and has held it in 10 quarters since.
  • Global Retirement Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $427K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.