Protective Life’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Protective Life’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	$3.47M	Hold	440,000	–	–	24.77%	1
2026 Q1	$3.32M	Hold	440,000	–	–	11.03%	1
2025 Q4	$3.57M	Hold	440,000	–	–	100%	1
2025 Q3	$3.61M	Hold	440,000	–	–	100%	1
2025 Q2	$3.53M	Hold	440,000	–	–	100%	1
2025 Q1	$3.5M	Hold	440,000	–	–	100%	1
2024 Q4	$3.46M	Hold	440,000	–	–	100%	1
2024 Q3	$3.55M	Hold	440,000	–	–	100%	1
2024 Q2	$3.29M	Hold	440,000	–	–	100%	1
2024 Q1	$3.16M	Hold	440,000	–	–	100%	1
2023 Q4	$2.97M	Hold	440,000	–	–	100%	1
2023 Q3	$2.79M	Hold	440,000	–	–	21.03%	2
2023 Q2	$2.85M	Hold	440,000	–	–	2.26%	11
2023 Q1	$2.9M	Hold	440,000	–	–	1.92%	12
2022 Q4	$3.2M	Hold	440,000	–	–	2.57%	12
2022 Q3	$3.06M	Hold	440,000	–	–	2.51%	12
2022 Q2	$3.37M	Hold	440,000	–	–	2.56%	12
2022 Q1	$3.77M	Hold	440,000	–	–	3.4%	8
2021 Q4	$4.29M	Hold	440,000	–	–	3.77%	7
2021 Q3	$4.36M	Hold	440,000	–	–	3.79%	7
2021 Q2	$4.18M	Hold	440,000	–	–	3.67%	7
2021 Q1	$4.18M	Hold	440,000	–	–	3.67%	7
2020 Q4	$4.18M	Hold	440,000	–	–	3.57%	7
2020 Q3	$3.74M	Hold	440,000	–	–	2.66%	8
2020 Q2	$3.62M	Hold	440,000	–	–	2.51%	8
2020 Q1	$4.6M	Hold	440,000	–	–	4.06%	7
2019 Q4	$4.6M	Hold	440,000	–	–	4.05%	7
2019 Q3	$4.42M	Hold	440,000	–	–	3.91%	7
2019 Q2	$4.36M	Hold	440,000	–	–	3.98%	7
2019 Q1	$4.19M	Hold	440,000	–	–	3.9%	7
2018 Q4	$4.95M	Hold	440,000	–	–	4.53%	7
2018 Q3	$4.08M	Buy	+440,000	New	+$4.12M	3.35%	8

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

Protective Life's JPC Position: Q2 2026 in Review

Protective Life held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 440,000 shares worth $3.47M. The position accounts for 24.77% of the portfolio, ranked #1.

Protective Life first reported a position in JPC in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.95M in Q4 2018. 325 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Protective Life held 440,000 shares of Nuveen Preferred & Income Opportunities Fund worth $3.47M as of Q2 2026.
Protective Life left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up 24.77% of Protective Life's portfolio in Q2 2026, its #1 holding.
Protective Life first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2018 and has held it in 32 quarters since.
Protective Life's Nuveen Preferred & Income Opportunities Fund position peaked at $4.95M in Q4 2018.
325 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Protective Life's 13F filing for Q2 2026, filed 14 Aug 2026.