Salem Investment Counselors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Salem Investment Counselors’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 Q3	–	Sell	-374	Closed	-$2.97K	–	806
2026 Q2	$2.97K	Hold	374	–	–	﹤0.01%	1070
2026 Q1	$2.84K	Buy	+374	New	+$3.02K	﹤0.01%	1044
2025 Q4	–	Sell	-374	Closed	-$3.07K	–	794
2025 Q3	$3.07K	Buy	+374	New	+$3.03K	﹤0.01%	1037

Other funds holding JPC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Salem Investment Counselors's JPC Position: Q3 2026 in Review

Salem Investment Counselors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2026, closing a stake of 374 shares — an estimated $2.97K sold.

Salem Investment Counselors first reported a position in JPC in Q3 2025 and held it in 3 quarters. The position peaked at $3.07K in Q3 2025. 46 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

Salem Investment Counselors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2026 after selling out during the quarter.
Salem Investment Counselors sold 374 Nuveen Preferred & Income Opportunities Fund shares in Q3 2026, an estimated $2.97K.
Salem Investment Counselors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and held it in 3 quarters.
Salem Investment Counselors's Nuveen Preferred & Income Opportunities Fund position peaked at $3.07K in Q3 2025.
46 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.