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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
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

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Salem Investment Counselors's JPC Position: Q2 2026 in Review

Salem Investment Counselors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 374 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Salem Investment Counselors first reported a position in JPC in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.07K in Q3 2025. 46 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Salem Investment Counselors held 374 shares of Nuveen Preferred & Income Opportunities Fund worth $2.97K as of Q2 2026.
  • Salem Investment Counselors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1070 holding.
  • Salem Investment Counselors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
  • 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 Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.