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

Private Wealth Asset 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	$7.57K	Buy	+960	New	+$7.55K	﹤0.01%	751
2025 Q2	–	Sell	-500	Closed	-$3.98K	–	1178
2025 Q1	$3.98K	Buy	+500	New	+$3.99K	﹤0.01%	754

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

Private Wealth Asset Management's JPC Position: Q2 2026 in Review

Private Wealth Asset Management opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026: 960 shares worth $7.57K. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Private Wealth Asset Management previously reported a position in JPC as recently as Q1 2025.

Private Wealth Asset Management first reported a position in JPC in Q1 2025 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Private Wealth Asset Management held 960 shares of Nuveen Preferred & Income Opportunities Fund worth $7.57K as of Q2 2026.
Nuveen Preferred & Income Opportunities Fund was a new Private Wealth Asset Management position in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #751 holding.
Private Wealth Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and has held it in 2 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.