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Harbour Investments’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Harbour Investments’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 		$1.59M Sell
202,041
-4,653
-2% -$36.6K 0.02% 624
2026
Q1 		$1.56M Buy
206,694
+109,824
+113% +$888K 0.02% 586
2025
Q4 		$786K Buy
96,870
+16,004
+20% +$130K 0.02% 684
2025
Q3 		$663K Buy
80,866
+29,790
+58% +$242K 0.02% 711
2025
Q2 		$410K Hold
51,076
– – 0.01% 849
2025
Q1 		$407K Hold
51,076
– – 0.01% 797
2024
Q4 		$401K Buy
51,076
+125
+0.2% +$1K 0.01% 768
2024
Q3 		$411K Sell
50,951
-988
-2% -$7.67K 0.01% 735
2024
Q2 		$388K Hold
51,939
– – 0.01% 697
2024
Q1 		$373K Hold
51,939
– – 0.01% 696
2023
Q4 		$351K Buy
51,939
+10,579
+26% +$67.3K 0.01% 662
2023
Q3 		$262K Hold
41,360
– – 0.01% 706
2023
Q2 		$268K Sell
41,360
-880
-2% -$5.58K 0.01% 693
2023
Q1 		$278K Hold
42,240
– – 0.02% 647
2022
Q4 		$308K Sell
42,240
-2,120
-5% -$15.4K 0.02% 586
2022
Q3 		$339K Hold
44,360
– – 0.02% 515
2022
Q2 		$339K Buy
+44,360
New +$354K 0.02% 515
2021
Q4 		$180K Buy
18,420
+10,840
+143% +$105K 0.01% 759
2021
Q3 		$75K Hold
7,580
– – ﹤0.01% 1537
2021
Q2 		$76K Buy
7,580
+4,580
+153% +$44.6K ﹤0.01% 1548
2021
Q1 		$28K Buy
+3,000
New +$27.7K ﹤0.01% 2017

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

Harbour Investments's JPC Position: Q2 2026 in Review

Harbour Investments reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.3% in Q2 2026, selling an estimated $36.6K and leaving 202,041 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #624.

Harbour Investments first reported a position in JPC in Q1 2021 and has held it in 21 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Harbour Investments held 202,041 shares of Nuveen Preferred & Income Opportunities Fund worth $1.59M as of Q2 2026.
  • Harbour Investments sold 4,653 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $36.6K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #624 holding.
  • Harbour Investments first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2021 and has held it in 21 quarters since.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.