Perigon Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Perigon Wealth 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 Q2	$113K	Sell	14,302 -1,010	-7%	-$7.94K	﹤0.01%	1395
2026 Q1	$115K	Hold	15,312	–	–	﹤0.01%	1253
2025 Q4	$124K	Buy	15,312 +2,000	+15%	+$16.2K	﹤0.01%	1274
2025 Q3	$109K	Hold	13,312	–	–	﹤0.01%	1198
2025 Q2	$107K	Buy	13,312 +1,010	+8%	+$7.83K	﹤0.01%	1035
2025 Q1	$97.9K	Hold	12,302	–	–	﹤0.01%	1008
2024 Q4	$97.3K	Buy	12,302 +460	+4%	+$3.7K	﹤0.01%	1024
2024 Q3	$95.6K	Sell	11,842 -482	-4%	-$3.74K	﹤0.01%	973
2024 Q2	$92.1K	Sell	12,324 -988	-7%	-$7.1K	﹤0.01%	845
2024 Q1	$95.7K	Hold	13,312	–	–	﹤0.01%	833
2023 Q4	$90K	Buy	+13,312	New	+$84.7K	﹤0.01%	815

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

Perigon Wealth Management's JPC Position: Q2 2026 in Review

Perigon Wealth Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 6.6% in Q2 2026, selling an estimated $7.94K and leaving 14,302 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Perigon Wealth Management first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $124K in Q4 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Perigon Wealth Management held 14,302 shares of Nuveen Preferred & Income Opportunities Fund worth $113K as of Q2 2026.
Perigon Wealth Management sold 1,010 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $7.94K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1395 holding.
Perigon Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Perigon Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $124K in Q4 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.