Uptown Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Uptown Financial 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	-31,600	Closed	-$256K	–	79
2025 Q4	$256K	Hold	31,600	–	–	0.18%	64
2025 Q3	$259K	Hold	31,600	–	–	0.21%	59
2025 Q2	$253K	Hold	31,600	–	–	0.22%	62
2025 Q1	$252K	Buy	31,600 +6,300	+25%	+$50.3K	0.26%	57
2024 Q4	$199K	Buy	+25,300	New	+$204K	0.21%	63

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

Uptown Financial Advisors's JPC Position: Q1 2026 in Review

Uptown Financial Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 31,600 shares — an estimated $256K sold.

Uptown Financial Advisors first reported a position in JPC in Q4 2024 and held it in 5 quarters. The position peaked at $259K in Q3 2025. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Uptown Financial Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Uptown Financial Advisors sold 31,600 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $256K.
Uptown Financial Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and held it in 5 quarters.
Uptown Financial Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $259K in Q3 2025.
320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Uptown Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.