MAI Capital Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

MAI Capital 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	$103K	Buy	12,976 +7,301	+129%	+$57.4K	﹤0.01%	1914
2026 Q1	$42.8K	Hold	5,675	–	–	﹤0.01%	2328
2025 Q4	$46K	Sell	5,675 -8,523	-60%	-$69.2K	﹤0.01%	2055
2025 Q3	$116K	Buy	14,198 +1,226	+9%	+$9.94K	﹤0.01%	1493
2025 Q2	$104K	Buy	12,972 +514	+4%	+$3.98K	﹤0.01%	1463
2025 Q1	$99.2K	Hold	12,458	–	–	﹤0.01%	1416
2024 Q4	$97.9K	Buy	+12,458	New	+$100K	﹤0.01%	1450

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

MAI Capital Management's JPC Position: Q2 2026 in Review

MAI Capital Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 129% in Q2 2026, buying an estimated $57.4K and bringing the position to 12,976 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

MAI Capital Management first reported a position in JPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $116K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

MAI Capital Management held 12,976 shares of Nuveen Preferred & Income Opportunities Fund worth $103K as of Q2 2026.
MAI Capital Management bought 7,301 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $57.4K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1914 holding.
MAI Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $116K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.