Shulman DeMeo Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Shulman DeMeo Asset 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	$609K	Sell	77,280 -421	-0.5%	-$3.31K	0.11%	63
2026 Q1	$586K	Sell	77,701 -7,653	-9%	-$61.9K	0.12%	63
2025 Q4	$692K	Sell	85,354 -3,700	-4%	-$30.1K	0.16%	46
2025 Q3	$730K	Sell	89,054 -417	-0.5%	-$3.38K	0.17%	43
2025 Q2	$718K	Sell	89,471 -183	-0.2%	-$1.42K	0.18%	43
2025 Q1	$714K	Sell	89,654 -946	-1%	-$7.55K	0.2%	42
2024 Q4	$712K	Buy	90,600 +34	+0%	+$273	0.19%	41
2024 Q3	$731K	Buy	90,566 +43	+0%	+$334	0.18%	46
2024 Q2	$676K	Sell	90,523 -172	-0.2%	-$1.24K	0.18%	48
2024 Q1	$652K	Sell	90,695 -474	-0.5%	-$3.36K	0.17%	48
2023 Q4	$616K	Buy	+91,169	New	+$580K	0.17%	49

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

Shulman DeMeo Asset Management's JPC Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.54% in Q2 2026, selling an estimated $3.31K and leaving 77,280 shares worth $609K. The position accounts for 0.11% of the portfolio, ranked #63.

Shulman DeMeo Asset Management first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $731K in Q3 2024. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Shulman DeMeo Asset Management held 77,280 shares of Nuveen Preferred & Income Opportunities Fund worth $609K as of Q2 2026.
Shulman DeMeo Asset Management sold 421 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $3.31K.
Nuveen Preferred & Income Opportunities Fund made up 0.11% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #63 holding.
Shulman DeMeo Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Shulman DeMeo Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $731K in Q3 2024.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.