Moors & Cabot
JPC icon

Moors & Cabot’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Moors & Cabot’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
Q3 		$3.28M Sell
480,628
-64,275
-12% -$482K 0.12% 151
2026
Q2 		$4.29M Buy
544,903
+5,773
+1% +$45.4K 0.17% 120
2026
Q1 		$4.07M Buy
539,130
+2,188
+0.4% +$17.7K 0.17% 126
2025
Q4 		$4.35M Sell
536,942
-1,046
-0.2% -$8.5K 0.19% 113
2025
Q3 		$4.41M Sell
537,988
-27,400
-5% -$222K 0.19% 103
2025
Q2 		$4.53M Buy
565,388
+33,765
+6% +$262K 0.21% 96
2025
Q1 		$4.23M Sell
531,623
-27,718
-5% -$221K 0.21% 98
2024
Q4 		$4.4M Buy
559,341
+17,496
+3% +$141K 0.21% 96
2024
Q3 		$4.37M Buy
541,845
+2,516
+0.5% +$19.5K 0.22% 95
2024
Q2 		$4.03M Sell
539,329
-3,367
-0.6% -$24.2K 0.21% 95
2024
Q1 		$3.9M Sell
542,696
-23,952
-4% -$170K 0.21% 100
2023
Q4 		$3.83M Buy
566,648
+249,484
+79% +$1.59M 0.24% 98
2023
Q3 		$2.01M Sell
317,164
-16,923
-5% -$109K 0.14% 150
2023
Q2 		$2.16M Sell
334,087
-21,786
-6% -$138K 0.14% 149
2023
Q1 		$2.34M Buy
355,873
+13,747
+4% +$100K 0.16% 141
2022
Q4 		$2.49M Buy
342,126
+26,790
+8% +$194K 0.17% 132
2022
Q3 		$2.19M Buy
315,336
+29,919
+10% +$234K 0.17% 132
2022
Q2 		$2.18M Buy
285,417
+3,308
+1% +$26.4K 0.16% 137
2022
Q1 		$2.42M Buy
282,109
+18,258
+7% +$162K 0.15% 142
2021
Q4 		$2.58M Sell
263,851
-275,783
-51% -$2.67M 0.16% 138
2021
Q3 		$5.36M Buy
539,634
+278,641
+107% +$2.78M 0.34% 66
2021
Q2 		$2.6M Buy
260,993
+5,229
+2% +$50.9K 0.18% 117
2021
Q1 		$2.42M Buy
255,764
+31,043
+14% +$286K 0.19% 122
2020
Q4 		$2.15M Buy
224,721
+5,381
+2% +$47.8K 0.18% 126
2020
Q3 		$1.86M Buy
219,340
+15,670
+8% +$135K 0.18% 130
2020
Q2 		$1.67M Buy
203,670
+49,827
+32% +$398K 0.18% 128
2020
Q1 		$1.13M Buy
+153,843
New +$1.46M 0.16% 134

Other funds holding JPC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Moors & Cabot's JPC Position: Q3 2026 in Review

Moors & Cabot reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 12% in Q3 2026, selling an estimated $482K and leaving 480,628 shares worth $3.28M. The position accounts for 0.12% of the portfolio, ranked #151.

Moors & Cabot first reported a position in JPC in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.36M in Q3 2021. 195 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • Moors & Cabot held 480,628 shares of Nuveen Preferred & Income Opportunities Fund worth $3.28M as of Q3 2026.
  • Moors & Cabot sold 64,275 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $482K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.12% of Moors & Cabot's portfolio in Q3 2026, its #151 holding.
  • Moors & Cabot first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2020 and has held it in 27 quarters since.
  • Moors & Cabot's Nuveen Preferred & Income Opportunities Fund position peaked at $5.36M in Q3 2021.
  • 195 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.