Jupiter Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Jupiter 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 Q1	$1.35M	Buy	+168,733	New	+$1.36M	0.53%	39
2024 Q3	–	Sell	-182,794	Closed	-$1.4M	–	99
2024 Q2	$1.4M	Hold	182,794	–	–	0.74%	37
2024 Q1	$1.32M	Hold	182,794	–	–	0.7%	37
2023 Q4	$1.24M	Hold	182,794	–	–	0.73%	34
2023 Q3	$1.13M	Buy	+182,794	New	+$1.18M	0.73%	34

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jupiter Wealth Management's JPC Position: Q1 2026 in Review

Jupiter Wealth Management opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026: 168,733 shares worth $1.35M. The stake represents 0.53% of the portfolio and ranks #39 among its holdings. This is a return to the name: Jupiter Wealth Management previously reported a position in JPC as recently as Q2 2024.

Jupiter Wealth Management first reported a position in JPC in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.4M in Q2 2024. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Jupiter Wealth Management held 168,733 shares of Nuveen Preferred & Income Opportunities Fund worth $1.35M as of Q1 2026.
Nuveen Preferred & Income Opportunities Fund was a new Jupiter Wealth Management position in Q1 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.53% of Jupiter Wealth Management's portfolio in Q1 2026, its #39 holding.
Jupiter Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2023 and has held it in 5 quarters since.
Jupiter Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $1.4M in Q2 2024.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.