MV Capital Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

MV Capital 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	–	Sell	-95	Closed	-$717	–	1301
2026 Q1	$717	Hold	95	–	–	﹤0.01%	916
2025 Q4	$771	Hold	95	–	–	﹤0.01%	867
2025 Q3	$779	Buy	+95	New	+$770	﹤0.01%	819

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

MV Capital Management's JPC Position: Q2 2026 in Review

MV Capital Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026, closing a stake of 95 shares — an estimated $717 sold.

MV Capital Management first reported a position in JPC in Q3 2025 and held it in 3 quarters. The position peaked at $779 in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

MV Capital Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
MV Capital Management sold 95 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $717.
MV Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and held it in 3 quarters.
MV Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $779 in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.