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Mather Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Mather Group’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 		$41.1K Buy
5,222
+1,183
+29% +$9.3K ﹤0.01% 1149
2026
Q1 		$30.5K Buy
+4,039
New +$32.6K ﹤0.01% 1174
2024
Q3 		– Sell
-481
Closed -$3.46K – 1969
2024
Q2 		$3.46K Buy
+481
New +$3.46K ﹤0.01% 1727

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

Mather Group's JPC Position: Q2 2026 in Review

Mather Group increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 29% in Q2 2026, buying an estimated $9.3K and bringing the position to 5,222 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Mather Group first reported a position in JPC in Q2 2024 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Mather Group held 5,222 shares of Nuveen Preferred & Income Opportunities Fund worth $41.1K as of Q2 2026.
  • Mather Group bought 1,183 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $9.3K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1149 holding.
  • Mather Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2024 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.