Rockefeller Capital Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Rockefeller Capital 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	$426K	Buy	54,009 +4,000	+8%	+$31.5K	﹤0.01%	2172
2026 Q1	$377K	Sell	50,009 -2,200	-4%	-$17.8K	﹤0.01%	2136
2025 Q4	$423K	Sell	52,209 -10,230	-16%	-$83.1K	﹤0.01%	1994
2025 Q3	$512K	Sell	62,439 -204	-0.3%	-$1.66K	﹤0.01%	1755
2025 Q2	$502K	Buy	+62,643	New	+$486K	﹤0.01%	1556
2025 Q1	–	Sell	-40,218	Closed	-$316K	–	1705
2024 Q4	$316K	Buy	40,218 +12,359	+44%	+$99.4K	﹤0.01%	1588
2024 Q3	$225K	Sell	27,859 -5,386	-16%	-$41.8K	﹤0.01%	1589
2024 Q2	$248K	Sell	33,245 -95,576	-74%	-$687K	﹤0.01%	1592
2024 Q1	$926K	Sell	128,821 -517,058	-80%	-$3.67M	﹤0.01%	1291
2023 Q4	$4.37M	Buy	645,879 +355,996	+123%	+$2.26M	0.01%	675
2023 Q3	$1.83M	Buy	289,883 +2,338	+0.8%	+$15.1K	0.01%	875
2023 Q2	$1.86M	Buy	287,545 +174,196	+154%	+$1.1M	0.01%	870
2023 Q1	$745K	Buy	113,349 +6,585	+6%	+$48.1K	﹤0.01%	1188
2022 Q4	$777K	Buy	106,764 +322	+0.3%	+$2.34K	﹤0.01%	1099
2022 Q3	$739K	Sell	106,442 -41,744	-28%	-$326K	﹤0.01%	1123
2022 Q2	$1.13M	Buy	148,186 +4,344	+3%	+$34.7K	0.01%	958
2022 Q1	$1.23M	Sell	143,842 -12,513	-8%	-$111K	0.01%	983
2021 Q4	$1.53M	Sell	156,355 -6,045	-4%	-$58.5K	0.01%	897
2021 Q3	$1.61M	Buy	162,400 +39,722	+32%	+$396K	0.01%	825
2021 Q2	$1.22M	Buy	122,678 +38,178	+45%	+$372K	0.01%	858
2021 Q1	$801K	Hold	84,500	–	–	0.01%	856
2020 Q4	$802K	Hold	84,500	–	–	0.01%	749
2020 Q3	$717K	Buy	+84,500	New	+$728K	0.01%	685

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

Rockefeller Capital Management's JPC Position: Q2 2026 in Review

Rockefeller Capital Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 8% in Q2 2026, buying an estimated $31.5K and bringing the position to 54,009 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Rockefeller Capital Management first reported a position in JPC in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.37M in Q4 2023. 331 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Rockefeller Capital Management held 54,009 shares of Nuveen Preferred & Income Opportunities Fund worth $426K as of Q2 2026.
Rockefeller Capital Management bought 4,000 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $31.5K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2172 holding.
Rockefeller Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2020 and has held it in 23 quarters since.
Rockefeller Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $4.37M in Q4 2023.
331 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.