JWWM
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Johnson & White Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Johnson & White Wealth Management’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 		$95.8K Buy
12,159
+248
+2% +$1.95K 0.04% 115
2026
Q1 		$89.8K Buy
11,911
+144
+1% +$1.16K 0.04% 105
2025
Q4 		$95.4K Sell
11,767
-1,360
-10% -$11K 0.04% 110
2025
Q3 		$108K Hold
13,127
– – 0.05% 111
2025
Q2 		$105K Buy
+13,127
New +$102K 0.05% 101

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Johnson & White Wealth Management's JPC Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.1% in Q2 2026, buying an estimated $1.95K and bringing the position to 12,159 shares worth $95.8K. The position accounts for 0.04% of the portfolio, ranked #115.

Johnson & White Wealth Management first reported a position in JPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $108K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Johnson & White Wealth Management held 12,159 shares of Nuveen Preferred & Income Opportunities Fund worth $95.8K as of Q2 2026.
  • Johnson & White Wealth Management bought 248 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $1.95K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.04% of Johnson & White Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Johnson & White Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
  • Johnson & White Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $108K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.