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Patriot Financial Group Insurance Agency’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Patriot Financial Group Insurance Agency’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 		$270K Sell
34,258
-34,712
-50% -$273K 0.03% 407
2026
Q1 		$520K Buy
68,970
+34,485
+100% +$279K 0.03% 433
2025
Q4 		$280K Sell
34,485
-123
-0.4% -$999 0.03% 400
2025
Q3 		$284K Buy
34,608
+1,969
+6% +$16K 0.04% 392
2025
Q2 		$262K Sell
32,639
-651
-2% -$5.05K 0.03% 433
2025
Q1 		$265K Buy
33,290
+5
+0% +$40 0.04% 398
2024
Q4 		$262K Buy
33,285
+11
+0% +$88 0.04% 398
2024
Q3 		$269K Buy
33,274
+586
+2% +$4.55K 0.04% 409
2024
Q2 		$244K Sell
32,688
-5,286
-14% -$38K 0.04% 414
2024
Q1 		$273K Sell
37,974
-1,669
-4% -$11.8K 0.04% 391
2023
Q4 		$268K Buy
+39,643
New +$252K 0.05% 359
2022
Q3 		– Sell
-7,507
Closed -$57K – 1215
2022
Q2 		$57K Hold
7,507
– – 0.01% 692
2022
Q1 		$64K Sell
7,507
-3,652
-33% -$32.5K 0.01% 711
2021
Q4 		$109K Hold
11,159
– – 0.02% 632
2021
Q3 		$110K Hold
11,159
– – 0.02% 619
2021
Q2 		$111K Hold
11,159
– – 0.02% 589
2021
Q1 		$106K Hold
11,159
– – 0.02% 538
2020
Q4 		$106K Hold
11,159
– – 0.03% 487
2020
Q3 		$95K Sell
11,159
-352
-3% -$3.03K 0.03% 401
2020
Q2 		$95K Buy
11,511
+18
+0.2% +$144 0.04% 357
2020
Q1 		$84K Buy
11,493
+27
+0.2% +$256 0.04% 346
2019
Q4 		$120K Buy
11,466
+26
+0.2% +$264 0.05% 310
2019
Q3 		$115K Buy
11,440
+17
+0.1% +$168 0.05% 289
2019
Q2 		$113K Buy
11,423
+635
+6% +$6.13K 0.05% 291
2019
Q1 		$103K Sell
10,788
-364
-3% -$3.35K 0.05% 266
2018
Q4 		$93K Sell
11,152
-3,186
-22% -$28.2K 0.06% 221
2018
Q3 		$133K Buy
14,338
+6,765
+89% +$63.3K 0.08% 158
2018
Q2 		$71K Sell
7,573
-1,271
-14% -$12.5K 0.08% 152
2018
Q1 		$88K Buy
8,844
+45
+0.5% +$444 0.07% 234
2017
Q4 		$90K Buy
8,799
+35
+0.4% +$366 0.07% 225
2017
Q3 		$93K Buy
8,764
+1,886
+27% +$19.8K 0.08% 185
2017
Q2 		$72K Buy
6,878
+1,478
+27% +$15K 0.08% 189
2017
Q1 		$53K Hold
5,400
– – 0.06% 213
2016
Q4 		$53K Buy
+5,400
New +$51.7K 0.07% 208

Other funds holding JPC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JPC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 50% in Q2 2026, selling an estimated $273K and leaving 34,258 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #407.

Patriot Financial Group Insurance Agency first reported a position in JPC in Q4 2016 and has held it in 34 quarters since. The position peaked at $520K in Q1 2026. 155 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 34,258 shares of Nuveen Preferred & Income Opportunities Fund worth $270K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 34,712 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $273K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #407 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2016 and has held it in 34 quarters since.
  • Patriot Financial Group Insurance Agency's Nuveen Preferred & Income Opportunities Fund position peaked at $520K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.