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Independent Financial Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Independent Financial Group’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 		$869K Buy
110,331
+17,398
+19% +$137K 0.02% 751
2026
Q1 		$701K Sell
92,933
-740
-0.8% -$5.98K 0.02% 768
2025
Q4 		$760K Buy
93,673
+6,992
+8% +$56.8K 0.02% 721
2025
Q3 		$711K Buy
86,681
+7,246
+9% +$58.8K 0.02% 719
2025
Q2 		$637K Buy
79,435
+3,524
+5% +$27.3K 0.02% 682
2025
Q1 		$604K Buy
75,911
+25,101
+49% +$200K 0.02% 643
2024
Q4 		$399K Buy
50,810
+6,067
+14% +$48.8K 0.01% 787
2024
Q3 		$361K Buy
44,743
+349
+0.8% +$2.71K 0.01% 797
2024
Q2 		$332K Buy
44,394
+7,112
+19% +$51.1K 0.01% 782
2024
Q1 		$268K Buy
37,282
+1,070
+3% +$7.59K 0.01% 834
2023
Q4 		$245K Buy
36,212
+22,508
+164% +$143K 0.01% 812
2023
Q3 		$86.7K Sell
13,704
-2,529
-16% -$16.3K 0.01% 872
2023
Q2 		$105K Sell
16,233
-543
-3% -$3.44K 0.01% 845
2023
Q1 		$110K Sell
16,776
-2,287
-12% -$16.7K 0.01% 804
2022
Q4 		$139K Hold
19,063
– – 0.01% 746
2022
Q3 		$132K Sell
19,063
-860
-4% -$6.72K 0.01% 700
2022
Q2 		$152K Sell
19,923
-750
-4% -$5.98K 0.02% 657
2022
Q1 		$177K Buy
20,673
+400
+2% +$3.56K 0.01% 737
2021
Q4 		$198K Buy
20,273
+1,961
+11% +$19K 0.02% 737
2021
Q3 		$181K Sell
18,312
-1,285
-7% -$12.8K 0.02% 680
2021
Q2 		$196K Hold
19,597
– – 0.02% 675
2021
Q1 		$186K Sell
19,597
-3,600
-16% -$33.2K 0.02% 603
2020
Q4 		$220K Hold
23,197
– – 0.03% 500
2020
Q3 		$197K Sell
23,197
-10,200
-31% -$87.8K 0.04% 458
2020
Q2 		$275K Hold
33,397
– – 0.06% 331
2020
Q1 		$245K Buy
+33,397
New +$317K 0.07% 284

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

Independent Financial Group's JPC Position: Q2 2026 in Review

Independent Financial Group increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 19% in Q2 2026, buying an estimated $137K and bringing the position to 110,331 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #751.

Independent Financial Group first reported a position in JPC in Q1 2020 and has held it in 26 quarters since. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Independent Financial Group held 110,331 shares of Nuveen Preferred & Income Opportunities Fund worth $869K as of Q2 2026.
  • Independent Financial Group bought 17,398 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $137K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #751 holding.
  • Independent Financial Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2020 and has held it in 26 quarters since.
  • 325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.