Horizon Kinetics Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Horizon Kinetics Asset Management’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	$129K	Hold	16,426	–	–	﹤0.01%	313
2026 Q1	$124K	Hold	16,426	–	–	﹤0.01%	319
2025 Q4	$133K	Hold	16,426	–	–	﹤0.01%	305
2025 Q3	$135K	Sell	16,426 -11,824	-42%	-$95.9K	﹤0.01%	315
2025 Q2	$227K	Hold	28,250	–	–	﹤0.01%	303
2025 Q1	$225K	Sell	28,250 -288	-1%	-$2.3K	﹤0.01%	297
2024 Q4	$224K	Hold	28,538	–	–	﹤0.01%	301
2024 Q3	$230K	Buy	28,538 +11,824	+71%	+$91.7K	﹤0.01%	299
2024 Q2	$125K	Hold	16,714	–	–	﹤0.01%	304
2024 Q1	$120K	Hold	16,714	–	–	﹤0.01%	302
2023 Q4	$113K	Buy	+16,714	New	+$106K	﹤0.01%	305

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

Horizon Kinetics Asset Management's JPC Position: Q2 2026 in Review

Horizon Kinetics Asset Management held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 16,426 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Horizon Kinetics Asset Management first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $230K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Horizon Kinetics Asset Management held 16,426 shares of Nuveen Preferred & Income Opportunities Fund worth $129K as of Q2 2026.
Horizon Kinetics Asset Management left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Horizon Kinetics Asset Management's portfolio in Q2 2026, its #313 holding.
Horizon Kinetics Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Horizon Kinetics Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $230K in Q3 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.