Jones Financial Companies’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Jones Financial Companies’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	–	Sell	-140	Closed	-$1.04K	–	5083
2026 Q1	$1.04K	Buy	+140	New	+$1.13K	﹤0.01%	4339
2025 Q4	–	Sell	-266	Closed	-$2.13K	–	4509
2025 Q3	$2.13K	Sell	266 -7,774	-97%	-$63.1K	﹤0.01%	3673
2025 Q2	$64.3K	Buy	8,040 +8,034	+133,900%	+$62.3K	﹤0.01%	2129
2025 Q1	$48	Sell	6 -2,161	-100%	-$17.2K	﹤0.01%	3655
2024 Q4	$17K	Buy	+2,167	New	+$17.4K	﹤0.01%	2320

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

Jones Financial Companies's JPC Position: Q2 2026 in Review

Jones Financial Companies sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026, closing a stake of 140 shares — an estimated $1.04K sold.

Jones Financial Companies first reported a position in JPC in Q4 2024 and held it in 5 quarters. The position peaked at $64.3K in Q2 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Jones Financial Companies reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Jones Financial Companies sold 140 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $1.04K.
Jones Financial Companies first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and held it in 5 quarters.
Jones Financial Companies's Nuveen Preferred & Income Opportunities Fund position peaked at $64.3K in Q2 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.