Institute for Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Institute for Wealth 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	$528	Buy	+67	New	+$527	﹤0.01%	1698

Other funds holding JPC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Institute for Wealth Management's JPC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 67 shares worth $528. The stake represents ﹤0.01% of the portfolio and ranks #1698 among its holdings.

206 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Institute for Wealth Management held 67 shares of Nuveen Preferred & Income Opportunities Fund worth $528 as of Q2 2026.
Nuveen Preferred & Income Opportunities Fund was a new Institute for Wealth Management position in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1698 holding.
206 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.