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

Triumph Capital 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 Q2	$812K	Buy	103,070 +9,517	+10%	+$74.8K	0.15%	148
2026 Q1	$711K	Buy	93,553 +3,047	+3%	+$24.6K	0.14%	141
2025 Q4	$734K	Buy	90,506 +3,473	+4%	+$28.2K	0.16%	128
2025 Q3	$714K	Sell	87,033 -23,941	-22%	-$194K	0.19%	119
2025 Q2	$890K	Buy	110,974 +10,060	+10%	+$78K	0.27%	90
2025 Q1	$803K	Buy	100,914 +19,336	+24%	+$154K	0.27%	100
2024 Q4	$641K	Buy	81,578 +1,367	+2%	+$11K	0.22%	115
2024 Q3	$653K	Buy	+80,211	New	+$622K	0.23%	109

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

Triumph Capital Management's JPC Position: Q2 2026 in Review

Triumph Capital Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 10% in Q2 2026, buying an estimated $74.8K and bringing the position to 103,070 shares worth $812K. The position accounts for 0.15% of the portfolio, ranked #148.

Triumph Capital Management first reported a position in JPC in Q3 2024 and has held it in 8 quarters since. The position peaked at $890K in Q2 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Triumph Capital Management held 103,070 shares of Nuveen Preferred & Income Opportunities Fund worth $812K as of Q2 2026.
Triumph Capital Management bought 9,517 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $74.8K.
Nuveen Preferred & Income Opportunities Fund made up 0.15% of Triumph Capital Management's portfolio in Q2 2026, its #148 holding.
Triumph Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
Triumph Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $890K in Q2 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.