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 $1.89T 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

Oakworth Capital's JPC Position: Q1 2026 in Review

Oakworth Capital sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 10,966 shares — an estimated $88.9K sold.

Oakworth Capital first reported a position in JPC in Q1 2021 and held it in 8 quarters. The position peaked at $88.9K in Q4 2025. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Oakworth Capital reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Oakworth Capital sold 10,966 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $88.9K.
Oakworth Capital first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2021 and held it in 8 quarters.
Oakworth Capital's Nuveen Preferred & Income Opportunities Fund position peaked at $88.9K in Q4 2025.
322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.