LifeSteps Financial’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

LifeSteps Financial’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	$97.1K	Buy	12,320 +800	+7%	+$6.29K	0.05%	156
2026 Q1	$86.9K	Hold	11,520	–	–	0.06%	96
2025 Q4	$93.4K	Hold	11,520	–	–	0.06%	89
2025 Q3	$94.5K	Hold	11,520	–	–	0.06%	88
2025 Q2	$92.4K	Hold	11,520	–	–	0.06%	85
2025 Q1	$91.7K	Hold	11,520	–	–	0.07%	81
2024 Q4	$90.5K	Hold	11,520	–	–	0.07%	81
2024 Q3	$93K	Hold	11,520	–	–	0.07%	83
2024 Q2	$86.1K	Hold	11,520	–	–	0.07%	79
2024 Q1	$82.8K	Hold	11,520	–	–	0.06%	117
2023 Q4	$77.9K	Hold	11,520	–	–	0.07%	81
2023 Q3	$72.9K	Hold	11,520	–	–	0.07%	71
2023 Q2	$74.7K	Sell	11,520 -7,580	-40%	-$48K	0.07%	71
2023 Q1	$126K	Hold	19,100	–	–	0.13%	66
2022 Q4	$139K	Buy	+19,100	New	+$139K	0.14%	70

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

LifeSteps Financial's JPC Position: Q2 2026 in Review

LifeSteps Financial increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 6.9% in Q2 2026, buying an estimated $6.29K and bringing the position to 12,320 shares worth $97.1K. The position accounts for 0.05% of the portfolio, ranked #156.

LifeSteps Financial first reported a position in JPC in Q4 2022 and has held it in 15 quarters since. The position peaked at $139K in Q4 2022. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

LifeSteps Financial held 12,320 shares of Nuveen Preferred & Income Opportunities Fund worth $97.1K as of Q2 2026.
LifeSteps Financial bought 800 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $6.29K.
Nuveen Preferred & Income Opportunities Fund made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #156 holding.
LifeSteps Financial first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
LifeSteps Financial's Nuveen Preferred & Income Opportunities Fund position peaked at $139K in Q4 2022.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.