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

Smithbridge 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 Q3	$218K	Hold	32,000	–	–	0.03%	179
2026 Q2	$252K	Sell	32,000 -62	-0.2%	-$488	0.03%	176
2026 Q1	$242K	Buy	+32,062	New	+$259K	0.04%	178
2017 Q2	–	Sell	-273,500	Closed	-$2.68M	–	66
2017 Q1	$2.68M	Sell	273,500 -20,500	-7%	-$203K	2.35%	15
2016 Q4	$2.89M	Buy	+294,000	New	+$2.82M	2.56%	13

Other funds holding JPC

SAM

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Smithbridge Asset Management's JPC Position: Q3 2026 in Review

Smithbridge Asset Management held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q3 2026 at 32,000 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #179.

Smithbridge Asset Management first reported a position in JPC in Q4 2016 and has held it in 5 quarters since. The position peaked at $2.89M in Q4 2016. 62 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

Smithbridge Asset Management held 32,000 shares of Nuveen Preferred & Income Opportunities Fund worth $218K as of Q3 2026.
Smithbridge Asset Management left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q3 2026.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of Smithbridge Asset Management's portfolio in Q3 2026, its #179 holding.
Smithbridge Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2016 and has held it in 5 quarters since.
Smithbridge Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $2.89M in Q4 2016.
62 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.