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

KMT 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 Q2	$519K	Buy	+65,897	New	+$518K	0.44%	63

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

KMT Wealth Management's JPC Position: Q2 2026 in Review

KMT Wealth Management opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 65,897 shares worth $519K. The stake represents 0.44% of the portfolio and ranks #63 among its holdings.

325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

KMT Wealth Management held 65,897 shares of Nuveen Preferred & Income Opportunities Fund worth $519K as of Q2 2026.
Nuveen Preferred & Income Opportunities Fund was a new KMT Wealth Management position in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.44% of KMT Wealth Management's portfolio in Q2 2026, its #63 holding.
325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on KMT Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.