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

Summit Trail Advisors’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 Q1	–	Sell	-19,365	Closed	-$157K	–	1475
2025 Q4	$157K	Buy	19,365 +610	+3%	+$4.95K	﹤0.01%	1277
2025 Q3	$155K	Buy	18,755 +456	+2%	+$3.7K	﹤0.01%	1309
2025 Q2	$148K	Buy	18,299 +458	+3%	+$3.55K	﹤0.01%	1076
2025 Q1	$143K	Buy	17,841 +294	+2%	+$2.35K	﹤0.01%	394
2024 Q4	$138K	Buy	17,547 +869	+5%	+$6.99K	0.01%	371
2024 Q3	$138K	Sell	16,678 -22,611	-58%	-$175K	﹤0.01%	690
2024 Q2	$296K	Buy	+39,289	New	+$282K	0.01%	497

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 Trail Advisors's JPC Position: Q1 2026 in Review

Summit Trail Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 19,365 shares — an estimated $157K sold.

Summit Trail Advisors first reported a position in JPC in Q2 2024 and held it in 7 quarters. The position peaked at $296K in Q2 2024. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Summit Trail Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Summit Trail Advisors sold 19,365 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $157K.
Summit Trail Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2024 and held it in 7 quarters.
Summit Trail Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $296K in Q2 2024.
322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.