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

Oakworth Capital’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	-10,966	Closed	-$88.9K	–	867
2025 Q4	$88.9K	Buy	+10,966	New	+$89.1K	﹤0.01%	365
2022 Q4	–	Sell	-5,000	Closed	-$35K	–	587
2022 Q3	$35K	Hold	5,000	–	–	﹤0.01%	333
2022 Q2	$38K	Hold	5,000	–	–	﹤0.01%	326
2022 Q1	$43K	Sell	5,000 -1,000	-17%	-$8.89K	﹤0.01%	318
2021 Q4	$59K	Hold	6,000	–	–	0.01%	317
2021 Q3	$59K	Hold	6,000	–	–	0.01%	298
2021 Q2	$60K	Hold	6,000	–	–	0.01%	294
2021 Q1	$57K	Buy	+6,000	New	+$55.3K	0.01%	291

Other funds holding JPC

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return