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 Q3	–	Sell	-14,302	Closed	-$113K	–	1522
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management's JPC Position: Q3 2026 in Review

Perigon Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2026, closing a stake of 14,302 shares — an estimated $113K sold.

Perigon Wealth Management first reported a position in JPC in Q4 2023 and held it in 11 quarters. The position peaked at $124K in Q4 2025. 151 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

Perigon Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2026 after selling out during the quarter.
Perigon Wealth Management sold 14,302 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $113K.
Perigon Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 11 quarters.
Perigon Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $124K in Q4 2025.
151 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.