Stolper & Co’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Stolper & Co’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
2025 Q3	–	Sell	-69,231	Closed	-$555K	–	92
2025 Q2	$555K	Buy	69,231 +2,584	+4%	+$20K	0.18%	78
2025 Q1	$531K	Buy	66,647 +758	+1%	+$6.05K	0.17%	78
2024 Q4	$518K	Sell	65,889 -1,330	-2%	-$10.7K	0.17%	75
2024 Q3	$542K	Sell	67,219 -1,179	-2%	-$9.15K	0.18%	76
2024 Q2	$511K	Sell	68,398 -378	-0.5%	-$2.71K	0.18%	76
2024 Q1	$494K	Buy	68,776 +676	+1%	+$4.8K	0.18%	77
2023 Q4	$460K	Buy	+68,100	New	+$433K	0.19%	76

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stolper & Co's JPC Position: Q3 2025 in Review

Stolper & Co sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2025, closing a stake of 69,231 shares — an estimated $555K sold.

Stolper & Co first reported a position in JPC in Q4 2023 and held it in 7 quarters. The position peaked at $555K in Q2 2025. 313 funds tracked by Wall St. Rank hold JPC as of Q3 2025.

Stolper & Co reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Stolper & Co sold 69,231 Nuveen Preferred & Income Opportunities Fund shares in Q3 2025, an estimated $555K.
Stolper & Co first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 7 quarters.
Stolper & Co's Nuveen Preferred & Income Opportunities Fund position peaked at $555K in Q2 2025.
313 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2025.

Based on Stolper & Co's 13F filing for Q3 2025, filed 10 Oct 2025.