Titleist Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Titleist 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 Q1	–	Sell	-11,833	Closed	-$96K	–	406
2025 Q4	$96K	Hold	11,833	–	–	0.01%	375
2025 Q3	$97K	Hold	11,833	–	–	0.01%	312
2025 Q2	$94.9K	Sell	11,833 -657	-5%	-$5.09K	0.01%	314
2025 Q1	$99.4K	Hold	12,490	–	–	0.01%	291
2024 Q4	$98.2K	Sell	12,490 -3,000	-19%	-$24.1K	0.01%	301
2024 Q3	$125K	Sell	15,490 -1	-0%	-$8	0.02%	271
2024 Q2	$116K	Hold	15,491	–	–	0.02%	256
2024 Q1	$111K	Buy	+15,491	New	+$110K	0.02%	246

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Titleist Asset Management's JPC Position: Q1 2026 in Review

Titleist Asset Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 11,833 shares — an estimated $96K sold.

Titleist Asset Management first reported a position in JPC in Q1 2024 and held it in 8 quarters. The position peaked at $125K in Q3 2024. 321 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Titleist Asset Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Titleist Asset Management sold 11,833 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $96K.
Titleist Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and held it in 8 quarters.
Titleist Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $125K in Q3 2024.
321 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Titleist Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.