Johnson Financial Group Inc (Wisconsin)’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$13.4K	Buy	+1,705	New	+$13.4K	﹤0.01%	611
2021 Q2	–	Sell	-2,746	Closed	-$26K	–	782
2021 Q1	$26K	Hold	2,746	–	–	﹤0.01%	478
2020 Q4	$26K	Hold	2,746	–	–	﹤0.01%	387
2020 Q3	$23K	Buy	+2,746	New	+$23.6K	﹤0.01%	329
2019 Q4	–	Sell	-2,746	Closed	-$28K	–	558
2019 Q3	$28K	Buy	+2,746	New	+$27.2K	﹤0.01%	382

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

Johnson Financial Group Inc (Wisconsin)'s JPC Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 1,705 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Johnson Financial Group Inc (Wisconsin) previously reported a position in JPC as recently as Q1 2021.

Johnson Financial Group Inc (Wisconsin) first reported a position in JPC in Q3 2019 and has held it in 5 quarters since. The position peaked at $28K in Q3 2019. 331 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 1,705 shares of Nuveen Preferred & Income Opportunities Fund worth $13.4K as of Q2 2026.
Nuveen Preferred & Income Opportunities Fund was a new Johnson Financial Group Inc (Wisconsin) position in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #611 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2019 and has held it in 5 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Nuveen Preferred & Income Opportunities Fund position peaked at $28K in Q3 2019.
331 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.