Mercer Global Advisors
JPC icon

Mercer Global Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Mercer Global Advisors’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 		$497K Buy
63,120
+3,718
+6% +$29.2K ﹤0.01% 2296
2026
Q1 		$448K Buy
59,402
+24,386
+70% +$197K ﹤0.01% 2067
2025
Q4 		$284K Buy
35,016
+3,494
+11% +$28.4K ﹤0.01% 2277
2025
Q3 		$258K Buy
31,522
+661
+2% +$5.36K ﹤0.01% 2199
2025
Q2 		$248K Sell
30,861
-6,833
-18% -$53K ﹤0.01% 1961
2025
Q1 		$300K Buy
37,694
+3,666
+11% +$29.3K ﹤0.01% 1763
2024
Q4 		$267K Sell
34,028
-29,890
-47% -$240K ﹤0.01% 1816
2024
Q3 		$515K Buy
63,918
+27,569
+76% +$214K ﹤0.01% 1325
2024
Q2 		$272K Sell
36,349
-1,902
-5% -$13.7K ﹤0.01% 1629
2024
Q1 		$275K Sell
38,251
-5,569
-13% -$39.5K ﹤0.01% 1614
2023
Q4 		$296K Buy
+43,820
New +$279K ﹤0.01% 1615
2019
Q2 		– Sell
-10,260
Closed -$98K – 1174
2019
Q1 		$98K Buy
+10,260
New +$94.4K ﹤0.01% 1024

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

Mercer Global Advisors's JPC Position: Q2 2026 in Review

Mercer Global Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 6.3% in Q2 2026, buying an estimated $29.2K and bringing the position to 63,120 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Mercer Global Advisors first reported a position in JPC in Q1 2019 and has held it in 12 quarters since. The position peaked at $515K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Mercer Global Advisors held 63,120 shares of Nuveen Preferred & Income Opportunities Fund worth $497K as of Q2 2026.
  • Mercer Global Advisors bought 3,718 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $29.2K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2296 holding.
  • Mercer Global Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2019 and has held it in 12 quarters since.
  • Mercer Global Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $515K in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.