Summit Financial’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Summit Financial’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	$196K	Sell	24,611 -1,542	-6%	-$12.1K	﹤0.01%	1535
2026 Q1	$199K	Sell	26,153 -313	-1%	-$2.53K	﹤0.01%	1356
2025 Q4	$215K	Sell	26,466 -97	-0.4%	-$788	﹤0.01%	1223
2025 Q3	$218K	Buy	26,563 +159	+0.6%	+$1.29K	﹤0.01%	1177
2025 Q2	$214K	Buy	+26,404	New	+$205K	﹤0.01%	771

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

Summit Financial's JPC Position: Q2 2026 in Review

Summit Financial reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 5.9% in Q2 2026, selling an estimated $12.1K and leaving 24,611 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Summit Financial first reported a position in JPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $218K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Summit Financial held 24,611 shares of Nuveen Preferred & Income Opportunities Fund worth $196K as of Q2 2026.
Summit Financial sold 1,542 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $12.1K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1535 holding.
Summit Financial first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
Summit Financial's Nuveen Preferred & Income Opportunities Fund position peaked at $218K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.