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Navalign LLC’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Navalign LLC’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
Q1 		– Sell
-277
Closed -$2.25K – 304
2025
Q4 		$2.25K Buy
+277
New +$2.25K ﹤0.01% 426

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Navalign LLC's JPC Position: Q1 2026 in Review

Navalign LLC sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 277 shares — an estimated $2.25K sold.

Navalign LLC first reported a position in JPC in Q4 2025 and held it in 1 quarter. The position peaked at $2.25K in Q4 2025. 321 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Navalign LLC reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 277 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $2.25K.
  • Navalign LLC first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • Navalign LLC's Nuveen Preferred & Income Opportunities Fund position peaked at $2.25K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.