JP Morgan Chase
JPC icon

JP Morgan Chase’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

JP Morgan Chase’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 		$3.14K Buy
400
+41
+11% +$322 ﹤0.01% 7151
2026
Q1 		$2.6K Hold
359
– – ﹤0.01% 6973
2025
Q4 		$2.91K Hold
359
– – ﹤0.01% 6885
2025
Q3 		$2.94K Hold
359
– – ﹤0.01% 6854
2025
Q2 		$2.88K Hold
359
– – ﹤0.01% 6489
2025
Q1 		$2.86K Hold
359
– – ﹤0.01% 6505
2024
Q4 		$2.82K Hold
359
– – ﹤0.01% 6599
2024
Q3 		$2.9K Hold
359
– – ﹤0.01% 6569
2024
Q2 		$2.68K Hold
359
– – ﹤0.01% 6487
2024
Q1 		$2.58K Sell
359
-9,792
-96% -$69.5K ﹤0.01% 6544
2023
Q4 		$68.6K Buy
10,151
+7,859
+343% +$50K ﹤0.01% 5896
2023
Q3 		$14.5K Buy
+2,292
New +$14.8K ﹤0.01% 6157
2023
Q2 		– Sell
-21,424
Closed -$141K – 7129
2023
Q1 		$141K Buy
21,424
+19,311
+914% +$141K ﹤0.01% 5262
2022
Q4 		$15K Buy
+2,113
New +$15.3K ﹤0.01% 5960
2019
Q3 		– Sell
-341
Closed -$3K – 5852
2019
Q2 		$3K Buy
+341
New +$3.29K ﹤0.01% 5668
2014
Q4 		– Sell
-87,047
Closed -$801K – 4286
2014
Q3 		$801K Sell
87,047
-73,425
-46% -$692K ﹤0.01% 3460
2014
Q2 		$1.56M Buy
160,472
+133,742
+500% +$1.27M ﹤0.01% 2666
2014
Q1 		$248K Sell
26,730
-67,256
-72% -$613K ﹤0.01% 3352
2013
Q4 		$833K Buy
+93,986
New +$820K ﹤0.01% 3237

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

JP Morgan Chase's JPC Position: Q2 2026 in Review

JP Morgan Chase increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 11% in Q2 2026, buying an estimated $322 and bringing the position to 400 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #7151.

JP Morgan Chase first reported a position in JPC in Q4 2013 and has held it in 19 quarters since. The position peaked at $1.56M in Q2 2014. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • JP Morgan Chase held 400 shares of Nuveen Preferred & Income Opportunities Fund worth $3.14K as of Q2 2026.
  • JP Morgan Chase bought 41 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $322.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7151 holding.
  • JP Morgan Chase first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2013 and has held it in 19 quarters since.
  • JP Morgan Chase's Nuveen Preferred & Income Opportunities Fund position peaked at $1.56M in Q2 2014.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.