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ORG Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

ORG Partners’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
2025
Q4 		$2K Hold
247
– – ﹤0.01% 1445
2025
Q3 		$2.02K Hold
247
– – ﹤0.01% 1313
2025
Q2 		$2K Hold
247
– – ﹤0.01% 1235
2025
Q1 		$1.96K Hold
247
– – ﹤0.01% 1081
2024
Q4 		$1.94K Buy
+247
New +$1.99K ﹤0.01% 1091

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ORG Partners's JPC Position: Q4 2025 in Review

ORG Partners held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q4 2025 at 247 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

ORG Partners first reported a position in JPC in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.02K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q4 2025.

  • ORG Partners held 247 shares of Nuveen Preferred & Income Opportunities Fund worth $2K as of Q4 2025.
  • ORG Partners left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q4 2025.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1445 holding.
  • ORG Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 5 quarters since.
  • ORG Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $2.02K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.