M Holdings Securities’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

M Holdings Securities’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	$245K	Buy	31,161 +3,231	+12%	+$25.4K	0.03%	143
2026 Q1	$223K	Sell	27,930 -177	-0.6%	-$1.43K	0.02%	287
2025 Q4	$228K	Buy	+28,107	New	+$228K	0.02%	290
2024 Q3	–	Sell	-10,250	Closed	-$77K	–	207
2024 Q2	$77K	Buy	+10,250	New	+$73.6K	0.01%	301

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

M Holdings Securities's JPC Position: Q2 2026 in Review

M Holdings Securities increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 12% in Q2 2026, buying an estimated $25.4K and bringing the position to 31,161 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #143.

M Holdings Securities first reported a position in JPC in Q2 2024 and has held it in 4 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

M Holdings Securities held 31,161 shares of Nuveen Preferred & Income Opportunities Fund worth $245K as of Q2 2026.
M Holdings Securities bought 3,231 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $25.4K.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of M Holdings Securities's portfolio in Q2 2026, its #143 holding.
M Holdings Securities first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2024 and has held it in 4 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.