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

Parsons Capital Management’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	$107K	Hold	14,193	–	–	﹤0.01%	482
2025 Q4	$115K	Hold	14,193	–	–	0.01%	458
2025 Q3	$116K	Buy	14,193 +498	+4%	+$4.04K	0.01%	456
2025 Q2	$110K	Hold	13,695	–	–	0.01%	434
2025 Q1	$109K	Sell	13,695 -3,682	-21%	-$29.4K	0.01%	427
2024 Q4	$137K	Sell	17,377 -2,620	-13%	-$21.1K	0.01%	432
2024 Q3	$161K	Hold	19,997	–	–	0.01%	433
2024 Q2	$149K	Sell	19,997 -10,529	-34%	-$75.6K	0.01%	429
2024 Q1	$219K	Hold	30,526	–	–	0.02%	415
2023 Q4	$206K	Buy	+30,526	New	+$194K	0.01%	416

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Parsons Capital Management's JPC Position: Q1 2026 in Review

Parsons Capital Management held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q1 2026 at 14,193 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Parsons Capital Management first reported a position in JPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $219K in Q1 2024. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Parsons Capital Management held 14,193 shares of Nuveen Preferred & Income Opportunities Fund worth $107K as of Q1 2026.
Parsons Capital Management left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q1 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Parsons Capital Management's portfolio in Q1 2026, its #482 holding.
Parsons Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
Parsons Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $219K in Q1 2024.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.