Integrated Wealth Concepts’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Integrated Wealth Concepts’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	$249K	Buy	31,606 +17,996	+132%	+$142K	﹤0.01%	2198
2026 Q1	$103K	Sell	13,610 -83,822	-86%	-$678K	﹤0.01%	2175
2025 Q4	$790K	Buy	97,432 +54,325	+126%	+$441K	0.01%	880
2025 Q3	$353K	Buy	43,107 +31,960	+287%	+$259K	﹤0.01%	1543
2025 Q2	$89.4K	Sell	11,147 -1,382	-11%	-$10.7K	﹤0.01%	1837
2025 Q1	$99.7K	Sell	12,529 -12,000	-49%	-$95.8K	﹤0.01%	1673
2024 Q4	$193K	Buy	24,529 +10,400	+74%	+$83.7K	﹤0.01%	1613
2024 Q3	$114K	Hold	14,129	–	–	﹤0.01%	1601
2024 Q2	$106K	Hold	14,129	–	–	﹤0.01%	1576
2024 Q1	$102K	Sell	14,129 -109	-0.8%	-$774	﹤0.01%	1580
2023 Q4	$96.2K	Buy	+14,238	New	+$90.6K	﹤0.01%	1523

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Integrated Wealth Concepts's JPC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 132% in Q2 2026, buying an estimated $142K and bringing the position to 31,606 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Integrated Wealth Concepts first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $790K in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Integrated Wealth Concepts held 31,606 shares of Nuveen Preferred & Income Opportunities Fund worth $249K as of Q2 2026.
Integrated Wealth Concepts bought 17,996 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $142K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2198 holding.
Integrated Wealth Concepts first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's Nuveen Preferred & Income Opportunities Fund position peaked at $790K in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.