Joel Isaacson & Co’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Joel Isaacson & Co’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	$225K	Buy	+28,563	New	+$225K	0.01%	438

Other funds holding JPC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SAM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Joel Isaacson & Co's JPC Position: Q2 2026 in Review

Joel Isaacson & Co opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 28,563 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #438 among its holdings.

204 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Joel Isaacson & Co held 28,563 shares of Nuveen Preferred & Income Opportunities Fund worth $225K as of Q2 2026.
Nuveen Preferred & Income Opportunities Fund was a new Joel Isaacson & Co position in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #438 holding.
204 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.