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JPC icon

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

NewEdge 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
Q1 		$2.37M Sell
314,614
-25,834
-8% -$209K 0.01% 1018
2025
Q4 		$2.76M Buy
340,448
+10,745
+3% +$87.3K 0.01% 908
2025
Q3 		$2.7M Buy
329,703
+51,183
+18% +$415K 0.01% 868
2025
Q2 		$2.23M Buy
278,520
+10,341
+4% +$80.2K 0.01% 882
2025
Q1 		$2.13M Buy
268,179
+11,208
+4% +$89.4K 0.01% 834
2024
Q4 		$2.02M Sell
256,971
-5,099
-2% -$41K 0.01% 826
2024
Q3 		$2.11M Buy
262,070
+10,212
+4% +$79.2K 0.01% 765
2024
Q2 		$1.88M Buy
251,858
+6,743
+3% +$48.4K 0.01% 778
2024
Q1 		$1.76M Buy
245,115
+33,356
+16% +$237K 0.02% 744
2023
Q4 		$1.47M Buy
211,759
+143,719
+211% +$914K 0.01% 779
2023
Q3 		$431K Sell
68,040
-6,873
-9% -$44.4K ﹤0.01% 1240
2023
Q2 		$485K Sell
74,913
-173
-0.2% -$1.1K 0.01% 1205
2023
Q1 		$461K Buy
75,086
+2,515
+3% +$18.4K 0.01% 1147
2022
Q4 		$519K Sell
72,571
-264
-0.4% -$1.92K 0.01% 769
2022
Q3 		$507K Sell
72,835
-2,417
-3% -$18.9K 0.01% 957
2022
Q2 		$575K Buy
75,252
+6,639
+10% +$53K 0.01% 921
2022
Q1 		$589K Buy
68,613
+4,188
+7% +$37.2K 0.01% 806
2021
Q4 		$629K Buy
+64,425
New +$623K 0.01% 964
2017
Q3 		– Sell
-200
Closed -$2.1K – 755
2017
Q2 		$2.1K Buy
+200
New +$2.03K ﹤0.01% 1302

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 $377B AUM 19.32% 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

NewEdge Advisors's JPC Position: Q1 2026 in Review

NewEdge Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 7.6% in Q1 2026, selling an estimated $209K and leaving 314,614 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #1018.

NewEdge Advisors first reported a position in JPC in Q2 2017 and has held it in 19 quarters since. The position peaked at $2.76M in Q4 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • NewEdge Advisors held 314,614 shares of Nuveen Preferred & Income Opportunities Fund worth $2.37M as of Q1 2026.
  • NewEdge Advisors sold 25,834 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $209K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1018 holding.
  • NewEdge Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2017 and has held it in 19 quarters since.
  • NewEdge Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $2.76M in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.