Kingstone Capital Partners Texas’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Kingstone Capital Partners Texas’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	-28,578	Closed	-$215K	–	61
2026 Q1	$215K	Buy	28,578 +2,581	+10%	+$20.9K	0.13%	53
2025 Q4	$211K	Buy	25,997 +5,585	+27%	+$45.4K	0.12%	54
2025 Q3	$167K	Buy	20,412 +594	+3%	+$4.82K	0.1%	56
2025 Q2	$159K	Buy	19,818 +1,220	+7%	+$9.46K	0.1%	53
2025 Q1	$148K	Buy	18,598 +1,710	+10%	+$13.6K	0.12%	51
2024 Q4	$133K	Buy	+16,888	New	+$136K	0.11%	50

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

Kingstone Capital Partners Texas's JPC Position: Q2 2026 in Review

Kingstone Capital Partners Texas sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026, closing a stake of 28,578 shares — an estimated $215K sold.

Kingstone Capital Partners Texas first reported a position in JPC in Q4 2024 and held it in 6 quarters. The position peaked at $215K in Q1 2026. 331 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Kingstone Capital Partners Texas reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Kingstone Capital Partners Texas sold 28,578 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $215K.
Kingstone Capital Partners Texas first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and held it in 6 quarters.
Kingstone Capital Partners Texas's Nuveen Preferred & Income Opportunities Fund position peaked at $215K in Q1 2026.
331 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Kingstone Capital Partners Texas's 13F filing for Q2 2026, filed 11 Aug 2026.