KeyBank National Association’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

KeyBank National Association’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	$196K	Hold	24,921	–	–	﹤0.01%	1280
2026 Q1	$188K	Hold	24,921	–	–	﹤0.01%	1205
2025 Q4	$202K	Hold	24,921	–	–	﹤0.01%	1163
2025 Q3	$204K	Hold	24,921	–	–	﹤0.01%	1135
2025 Q2	$200K	Hold	24,921	–	–	﹤0.01%	1128
2025 Q1	$198K	Hold	24,921	–	–	﹤0.01%	1109
2024 Q4	$196K	Hold	24,921	–	–	﹤0.01%	1122
2024 Q3	$201K	Hold	24,921	–	–	﹤0.01%	1094
2024 Q2	$186K	Hold	24,921	–	–	﹤0.01%	1059
2024 Q1	$179K	Hold	24,921	–	–	﹤0.01%	1056
2023 Q4	$168K	Sell	24,921 -7,079	-22%	-$45K	﹤0.01%	1046
2023 Q3	$203K	Hold	32,000	–	–	﹤0.01%	975
2023 Q2	$207K	Sell	32,000 -3,000	-9%	-$19K	﹤0.01%	1001
2023 Q1	$230K	Hold	35,000	–	–	﹤0.01%	976
2022 Q4	$255K	Hold	35,000	–	–	﹤0.01%	930
2022 Q3	$243K	Buy	+35,000	New	+$273K	﹤0.01%	925

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

KeyBank National Association's JPC Position: Q2 2026 in Review

KeyBank National Association held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 24,921 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

KeyBank National Association first reported a position in JPC in Q3 2022 and has held it in 16 quarters since. The position peaked at $255K in Q4 2022. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

KeyBank National Association held 24,921 shares of Nuveen Preferred & Income Opportunities Fund worth $196K as of Q2 2026.
KeyBank National Association left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #1280 holding.
KeyBank National Association first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2022 and has held it in 16 quarters since.
KeyBank National Association's Nuveen Preferred & Income Opportunities Fund position peaked at $255K in Q4 2022.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.