Swan Capital’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Swan Capital’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	$7.84K	Hold	995	–	–	﹤0.01%	221
2026 Q1	$7.5K	Hold	995	–	–	﹤0.01%	226
2025 Q4	$8.07K	Hold	995	–	–	﹤0.01%	191
2025 Q3	$8.16K	Hold	995	–	–	﹤0.01%	178
2025 Q2	$7.98K	Hold	995	–	–	﹤0.01%	177
2025 Q1	$7.92K	Hold	995	–	–	﹤0.01%	157
2024 Q4	$7.82K	Buy	+995	New	+$8K	﹤0.01%	146

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

Swan Capital's JPC Position: Q2 2026 in Review

Swan Capital held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 995 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Swan Capital first reported a position in JPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.16K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Swan Capital held 995 shares of Nuveen Preferred & Income Opportunities Fund worth $7.84K as of Q2 2026.
Swan Capital left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #221 holding.
Swan Capital first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Swan Capital's Nuveen Preferred & Income Opportunities Fund position peaked at $8.16K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.