IEQ Capital’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

IEQ Capital’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 Q1	$104K	Hold	13,843	–	–	﹤0.01%	1793
2025 Q4	$112K	Hold	13,843	–	–	﹤0.01%	1754
2025 Q3	$114K	Hold	13,843	–	–	﹤0.01%	1754
2025 Q2	$111K	Sell	13,843 -988	-7%	-$7.66K	﹤0.01%	1706
2025 Q1	$118K	Sell	14,831 -284	-2%	-$2.27K	﹤0.01%	1452
2024 Q4	$119K	Sell	15,115 -9,888	-40%	-$79.5K	﹤0.01%	1253
2024 Q3	$202K	Hold	25,003	–	–	﹤0.01%	1060
2024 Q2	$187K	Sell	25,003 -1,552	-6%	-$11.1K	﹤0.01%	923
2024 Q1	$191K	Buy	26,555 +9,215	+53%	+$65.4K	﹤0.01%	888
2023 Q4	$117K	Buy	+17,340	New	+$110K	﹤0.01%	878

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

IEQ Capital's JPC Position: Q1 2026 in Review

IEQ Capital held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q1 2026 at 13,843 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

IEQ Capital first reported a position in JPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $202K in Q3 2024. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

IEQ Capital held 13,843 shares of Nuveen Preferred & Income Opportunities Fund worth $104K as of Q1 2026.
IEQ Capital left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q1 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1793 holding.
IEQ Capital first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
IEQ Capital's Nuveen Preferred & Income Opportunities Fund position peaked at $202K in Q3 2024.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.