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

Whittier Trust’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	$295K	Buy	37,532 +9,132	+32%	+$71.8K	﹤0.01%	566
2026 Q1	$218K	Buy	28,400 +2,565	+10%	+$20.7K	﹤0.01%	575
2025 Q4	$211K	Sell	25,835 -1,208	-4%	-$9.81K	﹤0.01%	587
2025 Q3	$220K	Hold	27,043	–	–	﹤0.01%	571
2025 Q2	$217K	Sell	27,043 -1,161	-4%	-$9K	﹤0.01%	644
2025 Q1	$224K	Sell	28,204 -1,454	-5%	-$11.6K	﹤0.01%	633
2024 Q4	$233K	Sell	29,658 -5,129	-15%	-$41.3K	﹤0.01%	632
2024 Q3	$281K	Sell	34,787 -987	-3%	-$7.66K	﹤0.01%	608
2024 Q2	$267K	Sell	35,774 -55,733	-61%	-$400K	﹤0.01%	598
2024 Q1	$658K	Sell	91,507 -7,171	-7%	-$50.9K	0.01%	444
2023 Q4	$667K	Buy	+98,678	New	+$628K	0.01%	422

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's JPC Position: Q2 2026 in Review

Whittier Trust increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 32% in Q2 2026, buying an estimated $71.8K and bringing the position to 37,532 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Whittier Trust first reported a position in JPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $667K in Q4 2023. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

Whittier Trust held 37,532 shares of Nuveen Preferred & Income Opportunities Fund worth $295K as of Q2 2026.
Whittier Trust bought 9,132 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $71.8K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #566 holding.
Whittier Trust first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Whittier Trust's Nuveen Preferred & Income Opportunities Fund position peaked at $667K in Q4 2023.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

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