Halbert Hargrove Global Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Halbert Hargrove Global 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	$70.9K	Sell	9,000 -4,000	-31%	-$31.5K	﹤0.01%	188
2026 Q1	$98K	Hold	13,000	–	–	﹤0.01%	144
2025 Q4	$105K	Hold	13,000	–	–	0.01%	135
2025 Q3	$107K	Buy	+13,000	New	+$105K	0.01%	140

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Halbert Hargrove Global Advisors's JPC Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 31% in Q2 2026, selling an estimated $31.5K and leaving 9,000 shares worth $70.9K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Halbert Hargrove Global Advisors first reported a position in JPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $107K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Halbert Hargrove Global Advisors held 9,000 shares of Nuveen Preferred & Income Opportunities Fund worth $70.9K as of Q2 2026.
Halbert Hargrove Global Advisors sold 4,000 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $31.5K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #188 holding.
Halbert Hargrove Global Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
Halbert Hargrove Global Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $107K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.