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

Gridiron 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 Q3	$143K	Hold	21,023	–	–	0.07%	46
2026 Q2	$166K	Sell	21,023 -22,333	-52%	-$176K	0.09%	46
2026 Q1	$327K	Sell	43,356 -9,613	-18%	-$77.7K	0.2%	39
2025 Q4	$430K	Hold	52,969	–	–	0.24%	37
2025 Q3	$434K	Hold	52,969	–	–	0.25%	36
2025 Q2	$425K	Hold	52,969	–	–	0.26%	37
2025 Q1	$422K	Hold	52,969	–	–	0.27%	40
2024 Q4	$416K	Hold	52,969	–	–	0.26%	42
2024 Q3	$427K	Hold	52,969	–	–	0.26%	41
2024 Q2	$396K	Hold	52,969	–	–	0.25%	43
2024 Q1	$381K	Hold	52,969	–	–	0.24%	45
2023 Q4	$358K	Buy	+52,969	New	+$337K	0.25%	49

Other funds holding JPC

SAM

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Gridiron Partners's JPC Position: Q3 2026 in Review

Gridiron Partners held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q3 2026 at 21,023 shares worth $143K. The position accounts for 0.07% of the portfolio, ranked #46.

Gridiron Partners first reported a position in JPC in Q4 2023 and has held it in 12 quarters since. The position peaked at $434K in Q3 2025. 62 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

Gridiron Partners held 21,023 shares of Nuveen Preferred & Income Opportunities Fund worth $143K as of Q3 2026.
Gridiron Partners left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q3 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.07% of Gridiron Partners's portfolio in Q3 2026, its #46 holding.
Gridiron Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 12 quarters since.
Gridiron Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $434K in Q3 2025.
62 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Gridiron Partners's 13F filing for Q3 2026, filed 8 Oct 2026.