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 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

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

Smithbridge Asset Management's JPC Position: Q2 2026 in Review

Smithbridge Asset Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.19% in Q2 2026, selling an estimated $488 and leaving 32,000 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #176.

Smithbridge Asset Management first reported a position in JPC in Q4 2016 and has held it in 4 quarters since. The position peaked at $2.89M in Q4 2016. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Smithbridge Asset Management held 32,000 shares of Nuveen Preferred & Income Opportunities Fund worth $252K as of Q2 2026.
Smithbridge Asset Management sold 62 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $488.
Nuveen Preferred & Income Opportunities Fund made up 0.03% of Smithbridge Asset Management's portfolio in Q2 2026, its #176 holding.
Smithbridge Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2016 and has held it in 4 quarters since.
Smithbridge Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $2.89M in Q4 2016.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.