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IFP Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

IFP 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 		$6.43K Buy
+816
New +$6.42K ﹤0.01% 3629
2024
Q3 		– Sell
-500
Closed -$3.73K – 3382
2024
Q2 		$3.73K Buy
+500
New +$3.59K ﹤0.01% 2653
2023
Q2 		– Sell
-7,185
Closed -$71.1K – 3512
2023
Q1 		$71.1K Buy
7,185
+3,874
+117% +$28.3K ﹤0.01% 1412
2022
Q4 		$34K Sell
3,311
-588
-15% -$4.27K ﹤0.01% 2510
2022
Q3 		$43K Buy
3,899
+199
+5% +$1.55K ﹤0.01% 2486
2022
Q2 		$38K Hold
3,700
– – ﹤0.01% 2351
2022
Q1 		$38K Buy
+3,700
New +$32.9K ﹤0.01% 2351
2019
Q1 		$10K Sell
1,090
-1,185
-52% -$10.9K ﹤0.01% 1602
2018
Q4 		$19K Sell
2,275
-966
-30% -$8.54K ﹤0.01% 2172
2018
Q3 		$30K Sell
3,241
-1,896
-37% -$17.7K ﹤0.01% 2209
2018
Q2 		$48K Buy
5,137
+782
+18% +$7.67K ﹤0.01% 1938
2018
Q1 		$45K Hold
4,355
– – ﹤0.01% 1882
2017
Q4 		$45K Sell
4,355
-21,899
-83% -$229K ﹤0.01% 1901
2017
Q3 		$278K Sell
26,254
-2,095
-7% -$22K 0.01% 954
2017
Q2 		$295K Sell
28,349
-1,629
-5% -$16.6K 0.01% 911
2017
Q1 		$294K Sell
29,978
-1,093
-4% -$10.8K 0.01% 911
2016
Q4 		$306K Sell
31,071
-2,315
-7% -$22.2K 0.01% 841
2016
Q3 		$335K Sell
33,386
-615
-2% -$6.33K 0.02% 756
2016
Q2 		$341K Buy
34,001
+32,911
+3,019% +$326K 0.02% 717
2016
Q1 		$10K Sell
1,090
-29,541
-96% -$273K ﹤0.01% 1600
2015
Q4 		$281K Buy
+30,631
New +$280K 0.02% 696

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

IFP Advisors's JPC Position: Q2 2026 in Review

IFP Advisors opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 816 shares worth $6.43K. The stake represents ﹤0.01% of the portfolio and ranks #3629 among its holdings. This is a return to the name: IFP Advisors previously reported a position in JPC as recently as Q2 2024.

IFP Advisors first reported a position in JPC in Q4 2015 and has held it in 21 quarters since. The position peaked at $341K in Q2 2016. 329 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • IFP Advisors held 816 shares of Nuveen Preferred & Income Opportunities Fund worth $6.43K as of Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new IFP Advisors position in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3629 holding.
  • IFP Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2015 and has held it in 21 quarters since.
  • IFP Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $341K in Q2 2016.
  • 329 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.