James Investment Research’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

James Investment Research’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
2025 Q2	–	Sell	-36,500	Closed	-$291K	–	343
2025 Q1	$291K	Hold	36,500	–	–	0.04%	269
2024 Q4	$287K	Hold	36,500	–	–	0.03%	272
2024 Q3	$295K	Hold	36,500	–	–	0.03%	273
2024 Q2	$273K	Hold	36,500	–	–	0.03%	270
2024 Q1	$262K	Buy	+36,500	New	+$259K	0.03%	273
2023 Q2	–	Sell	-7,000	Closed	-$46K	–	408
2023 Q1	$46K	Hold	7,000	–	–	0.01%	371
2022 Q4	$51K	Hold	7,000	–	–	0.01%	354
2022 Q3	$49K	Hold	7,000	–	–	0.01%	370
2022 Q2	$54K	Hold	7,000	–	–	0.01%	342
2022 Q1	$60K	Hold	7,000	–	–	0.01%	345
2021 Q4	$68K	Hold	7,000	–	–	0.01%	355
2021 Q3	$69K	Hold	7,000	–	–	0.01%	354
2021 Q2	$70K	Hold	7,000	–	–	0.01%	357
2021 Q1	$66K	Hold	7,000	–	–	0.01%	358
2020 Q4	$67K	Hold	7,000	–	–	0.01%	353
2020 Q3	$59K	Hold	7,000	–	–	0.01%	319
2020 Q2	$58K	Hold	7,000	–	–	0.01%	312
2020 Q1	$51K	Hold	7,000	–	–	0.01%	306
2019 Q4	$73K	Hold	7,000	–	–	0.01%	349
2019 Q3	$70K	Hold	7,000	–	–	0.01%	391
2019 Q2	$69K	Buy	+7,000	New	+$67.5K	0.01%	477

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

James Investment Research's JPC Position: Q2 2025 in Review

James Investment Research sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2025, closing a stake of 36,500 shares — an estimated $291K sold.

James Investment Research first reported a position in JPC in Q2 2019 and held it in 21 quarters. The position peaked at $295K in Q3 2024. 288 funds tracked by Wall St. Rank hold JPC as of Q2 2025.

James Investment Research reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
James Investment Research sold 36,500 Nuveen Preferred & Income Opportunities Fund shares in Q2 2025, an estimated $291K.
James Investment Research first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2019 and held it in 21 quarters.
James Investment Research's Nuveen Preferred & Income Opportunities Fund position peaked at $295K in Q3 2024.
288 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2025.

Based on James Investment Research's 13F filing for Q2 2025, filed 1 Aug 2025.