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

&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
2026 Q2	$1.41M	Sell	178,942 -348	-0.2%	-$2.74K	0.01%	1222
2026 Q1	$1.35M	Sell	179,290 -10,337	-5%	-$83.6K	0.01%	1128
2025 Q4	$1.54M	Buy	189,627 +48,473	+34%	+$394K	0.01%	988
2025 Q3	$1.16M	Sell	141,154 -1,092	-0.8%	-$8.86K	0.01%	1019
2025 Q2	$1.14M	Buy	142,246 +6,387	+5%	+$49.5K	0.01%	924
2025 Q1	$1.08M	Buy	135,859 +5,021	+4%	+$40.1K	0.01%	797
2024 Q4	$1.05M	Buy	130,838 +57,523	+78%	+$463K	0.01%	742
2024 Q3	$592K	Buy	+73,315	New	+$569K	0.01%	784

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

&Partners's JPC Position: Q2 2026 in Review

&Partners reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.19% in Q2 2026, selling an estimated $2.74K and leaving 178,942 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #1222.

&Partners first reported a position in JPC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.54M in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

&Partners held 178,942 shares of Nuveen Preferred & Income Opportunities Fund worth $1.41M as of Q2 2026.
&Partners sold 348 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $2.74K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #1222 holding.
&Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
&Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $1.54M in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.