WhitTier Trust Company’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

WhitTier Trust Company’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	$114K	Sell	14,392 -995	-6%	-$7.82K	﹤0.01%	587
2026 Q1	$118K	Buy	15,387 +10,444	+211%	+$84.4K	﹤0.01%	573
2025 Q4	$40.3K	Hold	4,943	–	–	﹤0.01%	749
2025 Q3	$40.3K	Hold	4,943	–	–	﹤0.01%	743
2025 Q2	$39.6K	Hold	4,943	–	–	﹤0.01%	843
2025 Q1	$39.3K	Hold	4,943	–	–	﹤0.01%	828
2024 Q4	$38.9K	Hold	4,943	–	–	﹤0.01%	805
2024 Q3	$39.9K	Sell	4,943 -1	-0%	-$8	﹤0.01%	795
2024 Q2	$36.9K	Hold	4,944	–	–	﹤0.01%	773
2024 Q1	$35.5K	Hold	4,944	–	–	﹤0.01%	744
2023 Q4	$33.4K	Buy	+4,944	New	+$31.4K	﹤0.01%	734

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

WhitTier Trust Company's JPC Position: Q2 2026 in Review

WhitTier Trust Company reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 6.5% in Q2 2026, selling an estimated $7.82K and leaving 14,392 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

WhitTier Trust Company first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $118K in Q1 2026. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

WhitTier Trust Company held 14,392 shares of Nuveen Preferred & Income Opportunities Fund worth $114K as of Q2 2026.
WhitTier Trust Company sold 995 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $7.82K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #587 holding.
WhitTier Trust Company first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
WhitTier Trust Company's Nuveen Preferred & Income Opportunities Fund position peaked at $118K in Q1 2026.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.