Washington Trust Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Washington Trust 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 Q2	$20.5K	Hold	2,600	–	–	﹤0.01%	453
2026 Q1	$19.6K	Hold	2,600	–	–	﹤0.01%	433
2025 Q4	$21.1K	Hold	2,600	–	–	﹤0.01%	430
2025 Q3	$21.3K	Hold	2,600	–	–	﹤0.01%	436
2025 Q2	$20.9K	Hold	2,600	–	–	﹤0.01%	396
2025 Q1	$20.7K	Hold	2,600	–	–	﹤0.01%	393
2024 Q4	$20.4K	Buy	+2,600	New	+$20.9K	﹤0.01%	401

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

Washington Trust Advisors's JPC Position: Q2 2026 in Review

Washington Trust Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 2,600 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Washington Trust Advisors first reported a position in JPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.3K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Washington Trust Advisors held 2,600 shares of Nuveen Preferred & Income Opportunities Fund worth $20.5K as of Q2 2026.
Washington Trust Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #453 holding.
Washington Trust Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Washington Trust Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $21.3K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.