Investors Asset Management of Georgia’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Investors Asset Management of Georgia’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	$546K	Buy	69,250 +2,000	+3%	+$15.7K	0.19%	115
2026 Q1	$507K	Buy	67,250 +4,000	+6%	+$32.3K	0.21%	114
2025 Q4	$513K	Buy	63,250 +2,000	+3%	+$16.2K	0.21%	106
2025 Q3	$502K	Buy	61,250 +13,500	+28%	+$109K	0.21%	103
2025 Q2	$383K	Buy	47,750 +1,500	+3%	+$11.6K	0.18%	110
2025 Q1	$368K	Buy	46,250 +1,000	+2%	+$7.98K	0.19%	109
2024 Q4	$356K	Hold	45,250	–	–	0.17%	112
2024 Q3	$365K	Buy	45,250 +1,250	+3%	+$9.7K	0.17%	115
2024 Q2	$329K	Buy	44,000 +5,000	+13%	+$35.9K	0.16%	118
2024 Q1	$280K	Sell	39,000 -2,000	-5%	-$14.2K	0.13%	129
2023 Q4	$276K	Buy	41,000 +6,000	+17%	+$38.2K	0.14%	128
2023 Q3	$221K	Hold	35,000	–	–	0.12%	141
2023 Q2	$227K	Hold	35,000	–	–	0.12%	145
2023 Q1	$230K	Sell	35,000 -6,500	-16%	-$47.5K	0.12%	147
2022 Q4	$302K	Buy	41,500 +7,000	+20%	+$50.8K	0.16%	129
2022 Q3	$240K	Sell	34,500 -1,000	-3%	-$7.81K	0.12%	151
2022 Q2	$272K	Hold	35,500	–	–	0.14%	131
2022 Q1	$305K	Hold	35,500	–	–	0.15%	137
2021 Q4	$346K	Sell	35,500 -1,000	-3%	-$9.67K	0.16%	125
2021 Q3	$361K	Hold	36,500	–	–	0.19%	115
2021 Q2	$364K	Sell	36,500 -3,500	-9%	-$34.1K	0.2%	115
2021 Q1	$380K	Sell	40,000 -1,000	-2%	-$9.22K	0.22%	110
2020 Q4	$390K	Sell	41,000 -2,250	-5%	-$20K	0.26%	90
2020 Q3	$367K	Hold	43,250	–	–	0.25%	89
2020 Q2	$356K	Hold	43,250	–	–	0.25%	89
2020 Q1	$317K	Sell	43,250 -45,750	-51%	-$434K	0.26%	90
2019 Q4	$931K	Sell	89,000 -2,500	-3%	-$25.4K	0.57%	42
2019 Q3	$920K	Hold	91,500	–	–	0.59%	38
2019 Q2	$907K	Sell	91,500 -420	-0.5%	-$4.05K	0.61%	39
2019 Q1	$876K	Hold	91,920	–	–	0.61%	39
2018 Q4	$767K	Sell	91,920 -1,000	-1%	-$8.84K	0.63%	41
2018 Q3	$861K	Hold	92,920	–	–	0.6%	46
2018 Q2	$867K	Hold	92,920	–	–	0.64%	43
2018 Q1	$930K	Sell	92,920 -5,000	-5%	-$49.4K	0.69%	39
2017 Q4	$1.01M	Sell	97,920 -1,500	-2%	-$15.7K	0.72%	37
2017 Q3	$1.05M	Sell	99,420 -4,833	-5%	-$50.7K	0.77%	30
2017 Q2	$1.08M	Sell	104,253 -2,000	-2%	-$20.3K	0.75%	28
2017 Q1	$1.04M	Sell	106,253 -500	-0.5%	-$4.94K	0.72%	30
2016 Q4	$1.05M	Sell	106,753 -1,000	-0.9%	-$9.58K	0.78%	30
2016 Q3	$1.08M	Sell	107,753 -6,000	-5%	-$61.7K	0.82%	27
2016 Q2	$1.14M	Sell	113,753 -500	-0.4%	-$4.95K	0.89%	25
2016 Q1	$1.07M	Sell	114,253 -1,000	-0.9%	-$9.24K	0.89%	24
2015 Q4	$1.06M	Sell	115,253 -2,330	-2%	-$21.3K	0.89%	26
2015 Q3	$1.06M	Hold	117,583	–	–	0.95%	22
2015 Q2	$1.08M	Sell	117,583 -12,000	-9%	-$115K	0.92%	24
2015 Q1	$1.24M	Sell	129,583 -2,500	-2%	-$23.8K	1.02%	19
2014 Q4	$1.26M	Buy	+132,083	New	+$1.23M	1.09%	19

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

Investors Asset Management of Georgia's JPC Position: Q2 2026 in Review

Investors Asset Management of Georgia increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 3% in Q2 2026, buying an estimated $15.7K and bringing the position to 69,250 shares worth $546K. The position accounts for 0.19% of the portfolio, ranked #115.

Investors Asset Management of Georgia first reported a position in JPC in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.26M in Q4 2014. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Investors Asset Management of Georgia held 69,250 shares of Nuveen Preferred & Income Opportunities Fund worth $546K as of Q2 2026.
Investors Asset Management of Georgia bought 2,000 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $15.7K.
Nuveen Preferred & Income Opportunities Fund made up 0.19% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #115 holding.
Investors Asset Management of Georgia first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2014 and has held it in 47 quarters since.
Investors Asset Management of Georgia's Nuveen Preferred & Income Opportunities Fund position peaked at $1.26M in Q4 2014.
325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.