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

Royal Fund 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	–	Sell	-14,034	Closed	-$106K	–	323
2026 Q1	$106K	Buy	14,034 +211	+2%	+$1.71K	0.01%	275
2025 Q4	$112K	Buy	13,823 +2,636	+24%	+$21.4K	0.01%	267
2025 Q3	$130K	Buy	+11,187	New	+$90.7K	0.02%	232
2024 Q4	–	Sell	-16,550	Closed	-$134K	–	324
2024 Q3	$134K	Buy	+16,550	New	+$128K	0.01%	317
2018 Q3	–	Sell	-3,300	Closed	-$30K	–	591
2018 Q2	$30K	Buy	+3,300	New	+$32.4K	0.01%	248

Other funds holding JPC

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAS

Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Royal Fund Management's JPC Position: Q2 2026 in Review

Royal Fund Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2026, closing a stake of 14,034 shares — an estimated $106K sold.

Royal Fund Management first reported a position in JPC in Q2 2018 and held it in 5 quarters. The position peaked at $134K in Q3 2024. 98 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Royal Fund Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Royal Fund Management sold 14,034 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $106K.
Royal Fund Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2018 and held it in 5 quarters.
Royal Fund Management's Nuveen Preferred & Income Opportunities Fund position peaked at $134K in Q3 2024.
98 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.