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 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

SAM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

JFS Wealth Advisors's JPC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 98 shares worth $779. The stake represents ﹤0.01% of the portfolio and ranks #1869 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in JPC as recently as Q1 2016.

JFS Wealth Advisors first reported a position in JPC in Q2 2014 and has held it in 9 quarters since. The position peaked at $100K in Q4 2015. 50 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

JFS Wealth Advisors held 98 shares of Nuveen Preferred & Income Opportunities Fund worth $779 as of Q2 2026.
Nuveen Preferred & Income Opportunities Fund was a new JFS Wealth Advisors position in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1869 holding.
JFS Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2014 and has held it in 9 quarters since.
JFS Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $100K in Q4 2015.
50 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.