JFS Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

JFS Wealth Advisors’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 Q3	$675	Hold	98	–	–	﹤0.01%	1857
2026 Q2	$779	Buy	+98	New	+$771	﹤0.01%	1869
2016 Q2	–	Sell	-2,482	Closed	-$23K	–	563
2016 Q1	$23K	Sell	2,482 -8,476	-77%	-$78.3K	0.01%	311
2015 Q4	$100K	Buy	10,958 +313	+3%	+$2.86K	0.03%	175
2015 Q3	$96K	Buy	10,645 +229	+2%	+$2.1K	0.04%	156
2015 Q2	$95K	Buy	10,416 +210	+2%	+$2K	0.05%	128
2015 Q1	$97K	Buy	10,206 +134	+1%	+$1.28K	0.05%	131
2014 Q4	$96K	Buy	10,072 +268	+3%	+$2.5K	0.02%	129
2014 Q3	$90K	Buy	9,804 +194	+2%	+$1.83K	0.02%	134
2014 Q2	$93K	Buy	+9,610	New	+$91.5K	0.02%	131

Other funds holding JPC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

JFS Wealth Advisors's JPC Position: Q3 2026 in Review

JFS Wealth Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q3 2026 at 98 shares worth $675. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

JFS Wealth Advisors first reported a position in JPC in Q2 2014 and has held it in 10 quarters since. The position peaked at $100K in Q4 2015. 212 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

JFS Wealth Advisors held 98 shares of Nuveen Preferred & Income Opportunities Fund worth $675 as of Q3 2026.
JFS Wealth Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q3 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1857 holding.
JFS Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2014 and has held it in 10 quarters since.
JFS Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $100K in Q4 2015.
212 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.