Live Oak Private Wealth’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Live Oak Private Wealth’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	$517K	Hold	65,572	–	–	0.06%	144
2026 Q1	$494K	Hold	65,572	–	–	0.07%	136
2025 Q4	$532K	Hold	65,572	–	–	0.07%	126
2025 Q3	$538K	Buy	65,572 +14,112	+27%	+$114K	0.07%	126
2025 Q2	$413K	Hold	51,460	–	–	0.06%	136
2025 Q1	$410K	Hold	51,460	–	–	0.07%	134
2024 Q4	$404K	Hold	51,460	–	–	0.07%	134
2024 Q3	$415K	Hold	51,460	–	–	0.07%	126
2024 Q2	$384K	Hold	51,460	–	–	0.07%	126
2024 Q1	$370K	Hold	51,460	–	–	0.06%	125
2023 Q4	$348K	Hold	51,460	–	–	0.07%	122
2023 Q3	$326K	Hold	51,460	–	–	0.07%	117
2023 Q2	$333K	Buy	51,460 +8,324	+19%	+$52.7K	0.07%	121
2023 Q1	$284K	Hold	43,136	–	–	0.06%	131
2022 Q4	$314K	Hold	43,136	–	–	0.07%	131
2022 Q3	$300K	Hold	43,136	–	–	0.07%	131
2022 Q2	$330K	Hold	43,136	–	–	0.07%	133
2022 Q1	$370K	Hold	43,136	–	–	0.07%	134
2021 Q4	$421K	Hold	43,136	–	–	0.08%	132
2021 Q3	$427K	Hold	43,136	–	–	0.09%	131
2021 Q2	$430K	Hold	43,136	–	–	0.09%	121
2021 Q1	$409K	Hold	43,136	–	–	0.1%	118
2020 Q4	$410K	Hold	43,136	–	–	0.11%	110
2020 Q3	$366K	Hold	43,136	–	–	0.13%	100
2020 Q2	$355K	Buy	+43,136	New	+$344K	0.13%	102

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

Live Oak Private Wealth's JPC Position: Q2 2026 in Review

Live Oak Private Wealth held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 65,572 shares worth $517K. The position accounts for 0.06% of the portfolio, ranked #144.

Live Oak Private Wealth first reported a position in JPC in Q2 2020 and has held it in 25 quarters since. The position peaked at $538K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Live Oak Private Wealth held 65,572 shares of Nuveen Preferred & Income Opportunities Fund worth $517K as of Q2 2026.
Live Oak Private Wealth left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.06% of Live Oak Private Wealth's portfolio in Q2 2026, its #144 holding.
Live Oak Private Wealth first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2020 and has held it in 25 quarters since.
Live Oak Private Wealth's Nuveen Preferred & Income Opportunities Fund position peaked at $538K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.