UMB Bank’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

UMB Bank’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	$1.38M	Buy	174,854 +16,000	+10%	+$126K	0.02%	319
2026 Q1	$1.2M	Hold	158,854	–	–	0.02%	334
2025 Q4	$1.29M	Buy	158,854 +86,362	+119%	+$701K	0.02%	320
2025 Q3	$594K	Buy	72,492 +16,499	+29%	+$134K	0.01%	403
2025 Q2	$449K	Hold	55,993	–	–	0.01%	431
2025 Q1	$446K	Buy	+55,993	New	+$447K	0.01%	416

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

UMB Bank's JPC Position: Q2 2026 in Review

UMB Bank increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 10% in Q2 2026, buying an estimated $126K and bringing the position to 174,854 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #319.

UMB Bank first reported a position in JPC in Q1 2025 and has held it in 6 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

UMB Bank held 174,854 shares of Nuveen Preferred & Income Opportunities Fund worth $1.38M as of Q2 2026.
UMB Bank bought 16,000 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $126K.
Nuveen Preferred & Income Opportunities Fund made up 0.02% of UMB Bank's portfolio in Q2 2026, its #319 holding.
UMB Bank first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.