Raymond James Financial
JPC icon

Raymond James Financial’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Raymond James Financial’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 		$32.7M Buy
4,146,808
+74,844
+2% +$589K 0.01% 1217
2026
Q1 		$30.7M Buy
4,071,964
+248,042
+6% +$2M 0.01% 1177
2025
Q4 		$31M Buy
3,823,922
+344,530
+10% +$2.8M 0.01% 1143
2025
Q3 		$28.5M Buy
3,479,392
+23,075
+0.7% +$187K 0.01% 1165
2025
Q2 		$27.7M Buy
3,456,317
+116,415
+3% +$903K 0.01% 1131
2025
Q1 		$26.6M Buy
3,339,902
+47,464
+1% +$379K 0.01% 1097
2024
Q4 		$25.9M Buy
+3,292,438
New +$26.5M 0.01% 1132

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial's JPC Position: Q2 2026 in Review

Raymond James Financial increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 1.8% in Q2 2026, buying an estimated $589K and bringing the position to 4,146,808 shares worth $32.7M. The position accounts for 0.01% of the portfolio, ranked #1217.

Raymond James Financial first reported a position in JPC in Q4 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Raymond James Financial held 4,146,808 shares of Nuveen Preferred & Income Opportunities Fund worth $32.7M as of Q2 2026.
  • Raymond James Financial bought 74,844 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $589K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1217 holding.
  • Raymond James Financial first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.