HIP
JPC icon

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

HUB Investment 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 		$287K Sell
36,389
-1,189
-3% -$9.35K 0.01% 1019
2026
Q1 		$283K Buy
37,578
+13,116
+54% +$106K 0.01% 842
2025
Q4 		$198K Buy
24,462
+4,144
+20% +$33.7K 0.01% 852
2025
Q3 		$167K Sell
20,318
-16,456
-45% -$133K 0.01% 725
2025
Q2 		$295K Sell
36,774
-4,123
-10% -$32K 0.01% 515
2025
Q1 		$326K Sell
40,897
-9
-0% -$72 0.01% 427
2024
Q4 		$322K Sell
40,906
-1,282
-3% -$10.3K 0.01% 385
2024
Q3 		$340K Sell
42,188
-16,067
-28% -$125K 0.01% 360
2024
Q2 		$435K Sell
58,255
-13
-0% -$93 0.02% 306
2024
Q1 		$419K Buy
58,268
+23,489
+68% +$167K 0.02% 309
2023
Q4 		$235K Sell
34,779
-56
-0.2% -$356 0.02% 356
2023
Q3 		$221K Buy
34,835
+68
+0.2% +$439 0.03% 231
2023
Q2 		$225K Buy
34,767
+1
+0% +$6 0.04% 225
2023
Q1 		$229K Buy
+34,766
New +$254K 0.05% 191
2022
Q4 		– Sell
-48,947
Closed -$340K – 143
2022
Q3 		$340K Sell
48,947
-8,114
-14% -$63.4K 0.1% 127
2022
Q2 		$437K Sell
57,061
-59,988
-51% -$479K 0.14% 111
2022
Q1 		$1M Sell
117,049
-287,050
-71% -$2.55M 0.24% 85
2021
Q4 		$3.94M Sell
404,099
-31,101
-7% -$301K 0.92% 24
2021
Q3 		$4.31M Buy
435,200
+16,518
+4% +$165K 1.03% 20
2021
Q2 		$4.18M Buy
418,682
+58,541
+16% +$570K 1.12% 21
2021
Q1 		$3.42M Buy
360,141
+166,554
+86% +$1.54M 1.01% 25
2020
Q4 		$1.64M Buy
+193,587
New +$1.72M 0.75% 39

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

HUB Investment Partners's JPC Position: Q2 2026 in Review

HUB Investment Partners reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 3.2% in Q2 2026, selling an estimated $9.35K and leaving 36,389 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #1019.

HUB Investment Partners first reported a position in JPC in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.31M in Q3 2021. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • HUB Investment Partners held 36,389 shares of Nuveen Preferred & Income Opportunities Fund worth $287K as of Q2 2026.
  • HUB Investment Partners sold 1,189 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $9.35K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1019 holding.
  • HUB Investment Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and has held it in 22 quarters since.
  • HUB Investment Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $4.31M in Q3 2021.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.