PCM
JPC icon

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

Penserra 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 		– Sell
-922,135
Closed -$7.48M – 1144
2025
Q4 		$7.48M Buy
922,135
+85,390
+10% +$694K 0.09% 223
2025
Q3 		$6.86M Buy
836,745
+143,140
+21% +$1.16M 0.08% 222
2025
Q2 		$5.56M Buy
693,605
+20,503
+3% +$159K 0.08% 222
2025
Q1 		$5.36M Buy
673,102
+7,287
+1% +$58.1K 0.1% 188
2024
Q4 		$5.23M Buy
665,815
+44,846
+7% +$361K 0.1% 201
2024
Q3 		$5.01M Sell
620,969
-1,276,056
-67% -$9.9M 0.11% 157
2024
Q2 		$14.2M Buy
1,897,025
+42,153
+2% +$303K 0.18% 101
2024
Q1 		$13.3M Buy
1,854,872
+7,373
+0.4% +$52.3K 0.17% 106
2023
Q4 		$12.5M Buy
1,847,499
+127,870
+7% +$813K 0.23% 59
2023
Q3 		$10.9M Buy
1,719,629
+464,683
+37% +$3M 0.22% 63
2023
Q2 		$8.13M Buy
1,254,946
+78,224
+7% +$496K 0.16% 99
2023
Q1 		$7.74M Buy
1,176,722
+66,002
+6% +$482K 0.16% 98
2022
Q4 		$8.09M Buy
1,110,720
+99,784
+10% +$724K 0.18% 92
2022
Q3 		$7.03M Buy
1,010,936
+111,344
+12% +$870K 0.2% 97
2022
Q2 		$6.88M Sell
899,592
-14,951
-2% -$119K 0.19% 111
2022
Q1 		$7.85M Buy
914,543
+409,486
+81% +$3.64M 0.19% 135
2021
Q4 		$4.93M Buy
505,057
+7,008
+1% +$67.8K 0.11% 261
2021
Q3 		$4.93M Buy
+498,049
New +$4.97M 0.1% 264
2017
Q3 		– Sell
-1,503
Closed -$15K – 567
2017
Q2 		$15K Buy
1,503
+136
+10% +$1.38K 0.01% 381
2017
Q1 		$13K Sell
1,367
-201
-13% -$1.99K ﹤0.01% 419
2016
Q4 		$15K Buy
1,568
+174
+12% +$1.67K ﹤0.01% 726
2016
Q3 		$13K Buy
1,394
+352
+34% +$3.62K ﹤0.01% 768
2016
Q2 		$10K Hold
1,042
– – ﹤0.01% 667
2016
Q1 		$9K Sell
1,042
-154
-13% -$1.42K ﹤0.01% 531
2015
Q4 		$11K Buy
+1,196
New +$10.9K ﹤0.01% 504

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Penserra Capital Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 922,135 shares — an estimated $7.48M sold.

Penserra Capital Management first reported a position in JPC in Q4 2015 and held it in 25 quarters. The position peaked at $14.2M in Q2 2024. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Penserra Capital Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Penserra Capital Management sold 922,135 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $7.48M.
  • Penserra Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2015 and held it in 25 quarters.
  • Penserra Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $14.2M in Q2 2024.
  • 322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.