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Mark Sheptoff Financial Planning’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Mark Sheptoff Financial Planning’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 		$7.88K Buy
+1,000
New +$7.86K ﹤0.01% 390

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Mark Sheptoff Financial Planning's JPC Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 1,000 shares worth $7.88K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings.

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

  • Mark Sheptoff Financial Planning held 1,000 shares of Nuveen Preferred & Income Opportunities Fund worth $7.88K as of Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund was a new Mark Sheptoff Financial Planning position in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #390 holding.
  • 325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.