Melfa Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Melfa Wealth 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	$764K	Sell	96,899 -116	-0.1%	-$912	0.41%	56
2026 Q1	$731K	Sell	97,015 -93	-0.1%	-$752	0.42%	58
2025 Q4	$788K	Sell	97,108 -122	-0.1%	-$991	0.45%	58
2025 Q3	$797K	Hold	97,230	–	–	0.47%	54
2025 Q2	$780K	Sell	97,230 -2,537	-3%	-$19.7K	0.49%	52
2025 Q1	$794K	Hold	99,767	–	–	0.54%	49
2024 Q4	$784K	Sell	99,767 -1,350	-1%	-$10.9K	0.52%	51
2024 Q3	$816K	Sell	101,117 -3,240	-3%	-$25.1K	0.54%	49
2024 Q2	$780K	Sell	104,357 -99	-0.1%	-$711	0.54%	48
2024 Q1	$751K	Buy	104,456 +15	+0%	+$106	0.54%	49
2023 Q4	$706K	Buy	104,441 +41,404	+66%	+$263K	0.66%	41
2023 Q3	$399K	Buy	63,037 +87	+0.1%	+$562	0.43%	62
2023 Q2	$408K	Buy	62,950 +22	+0%	+$139	0.41%	66
2023 Q1	$414K	Buy	62,928 +13	+0%	+$95	0.41%	66
2022 Q4	$458K	Buy	+62,915	New	+$456K	0.48%	60

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

Melfa Wealth Management's JPC Position: Q2 2026 in Review

Melfa Wealth Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.12% in Q2 2026, selling an estimated $912 and leaving 96,899 shares worth $764K. The position accounts for 0.41% of the portfolio, ranked #56.

Melfa Wealth Management first reported a position in JPC in Q4 2022 and has held it in 15 quarters since. The position peaked at $816K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Melfa Wealth Management held 96,899 shares of Nuveen Preferred & Income Opportunities Fund worth $764K as of Q2 2026.
Melfa Wealth Management sold 116 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $912.
Nuveen Preferred & Income Opportunities Fund made up 0.41% of Melfa Wealth Management's portfolio in Q2 2026, its #56 holding.
Melfa Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $816K in Q3 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.