Samalin Investment Counsel’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Samalin Investment Counsel’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	$590K	Sell	74,884 -30,789	-29%	-$242K	0.18%	139
2026 Q1	$797K	Sell	105,673 -13,258	-11%	-$107K	0.28%	94
2025 Q4	$965K	Sell	118,931 -1,438	-1%	-$11.7K	0.34%	78
2025 Q3	$987K	Buy	120,369 +5,547	+5%	+$45K	0.34%	79
2025 Q2	$921K	Buy	114,822 +4,248	+4%	+$32.9K	0.35%	75
2025 Q1	$880K	Buy	110,574 +4,383	+4%	+$35K	0.36%	82
2024 Q4	$835K	Buy	106,191 +4,830	+5%	+$38.9K	0.36%	81
2024 Q3	$818K	Buy	101,361 +6,115	+6%	+$47.4K	0.36%	82
2024 Q2	$711K	Buy	95,246 +506	+0.5%	+$3.63K	0.33%	89
2024 Q1	$681K	Buy	94,740 +2,137	+2%	+$15.2K	0.32%	94
2023 Q4	$626K	Buy	+92,603	New	+$589K	0.32%	96

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

Samalin Investment Counsel's JPC Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 29% in Q2 2026, selling an estimated $242K and leaving 74,884 shares worth $590K. The position accounts for 0.18% of the portfolio, ranked #139.

Samalin Investment Counsel first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $987K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Samalin Investment Counsel held 74,884 shares of Nuveen Preferred & Income Opportunities Fund worth $590K as of Q2 2026.
Samalin Investment Counsel sold 30,789 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $242K.
Nuveen Preferred & Income Opportunities Fund made up 0.18% of Samalin Investment Counsel's portfolio in Q2 2026, its #139 holding.
Samalin Investment Counsel first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Samalin Investment Counsel's Nuveen Preferred & Income Opportunities Fund position peaked at $987K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.