Nuveen Preferred & Income Opportunities Fund

JPC

Market cap $2.65B

Overview Fund Activity

8.24 USD

-0.02

0.24%

At close Updated Sep 15, 12:06 PM EDT

1 day

-0.24%

5 days

0.86%

1 month

2.62%

3 months

4.44%

6 months

3.26%

Year to date

3%

1 year

3%

5 years

-5.94%

10 years

-8.75%

About: Nuveen Preferred & Income Opportunities Fund is a diversified closed-end management investment company. Its investment objective is to provide high current income and total return. It invests its managed assets in preferred securities, and in other types of securities, primarily income-oriented securities such as corporate and taxable municipal debt and common equity.

Financials Asset Management

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

33% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 72

1% more funds holding

Funds holding: 278 [Q1] → 282 (+4) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

0.86% less ownership

Funds ownership: 18.85% [Q1] → 17.99% (-0.86%) [Q2]

5% less capital invested

Capital invested by funds: $483M [Q1] → $461M (-$21.7M) [Q2]

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Financial journalist opinion

Based on 3 articles about JPC published over the past 30 days

Navigating Retirement With Confidence With Yields Over 9%

Dividends can serve as a financial compass, pointing you to financial stability across market conditions. Our Income Method focuses on resilient assets to generate dependable cash flow. We discuss two picks from resilient sectors, offering +9% yields.

Navigating Retirement With Confidence With Yields Over 9%

Nuveen Preferred Securities Closed-End Funds Announce Shareholder Approval of Proposed Merger

CHICAGO--(BUSINESS WIRE)--Common shareholders of Nuveen Preferred Securities & Income Opportunities Fund (NYSE: JPI) and preferred shareholders of Nuveen Preferred & Income Opportunities Fund (NYSE: JPC) have approved a proposal to merge the funds. The merger will combine JPI into JPC. Subject to the satisfaction of certain customary closing conditions, the merger is expected to become effective before the market opens on September 22, 2025. Prior to the merger, JPI may declare a pre-me.

Nuveen Preferred Securities Closed-End Funds Announce Shareholder Approval of Proposed Merger

JPC: Paying Out More Than It Actually Generates

JPC offers a high 10% yield, but its distributions consistently exceed earnings, raising sustainability concerns and the likelihood of a near-term dividend cut. The fund trades at a slight premium to NAV, which is difficult to justify given weak internal earnings and persistent over-distribution. JPC's aggressive leverage and concentration in the financial sector increase risk, especially in a high interest rate environment.

JPC: Paying Out More Than It Actually Generates

Keep Calm And Buy Preferred Stocks; Yields +9%

Some of the most enduring inventions in history continue to be adopted and function as intended. I don't like to babysit my investments; fixed-income makes an excellent fit for my no-drama income needs. We discuss our top picks from both ends of the spectrum of preferred securities with yields of +9%.

Keep Calm And Buy Preferred Stocks; Yields +9%

JPC's Leverage Strategy Could Supercharge Your Returns (Or Sink Them)

JPC offers a high yield of around 10% by investing in a diversified portfolio of investment grade and high yield preferred shares with moderate leverage. The fund's strategy may be impacted by potential rate cuts as a result of its exposure to floating rate, fixed-to-float, and fixed-rate reset preferred shares. JPC outperforms peers like PFF over time, but comes with higher fees and larger drawdowns during market stress, requiring careful risk assessment.

JPC's Leverage Strategy Could Supercharge Your Returns (Or Sink Them)

JPC: A Levered Bet On Financial Markets Stability

The Nuveen Preferred & Income Opportunities Fund invests primarily in investment-grade securities, with 55.8% of the portfolio allocated to the United States. Diversified and regional banks account for 52.9% of fund assets, highlighting JPC's vulnerability during financial crises. JPC employs moderate leverage to boost returns - a key benefit as Fed rate cuts will likely reduce short-term funding costs.

JPC: A Levered Bet On Financial Markets Stability

Power Up Your Portfolio With Reliable Dividends; Yields +10%

It is impossible to predict the future, but you can prepare for it. Wall Street has expectations, and they can be relentless when those are unmet. We discuss two picks to support your income, whether rates are flat, hiked, or cut.

Power Up Your Portfolio With Reliable Dividends; Yields +10%

Dirt Cheap Preferred Stocks For Safer Income, +9% Yield

Fearful markets present opportunities for income investors. Embrace the Income Method to cut through market noise, focusing on reliable, growing income by investing higher up in the capital structure. We discuss our top picks that enjoy safety by being higher up in the capital structure; yields +9%.

Dirt Cheap Preferred Stocks For Safer Income, +9% Yield

JPC: Nimble Allocation Adjustments But Risks Are Evident

Nuveen Preferred & Income Opportunities Fund is actively managed, investing primarily in preferred shares and other income-producing securities. The fund recently diversified its geographic exposure into the UK and EU after betting on U.S. conviction in the latter stages of 2024. While geographic diversification could reduce risk, we see similar headwinds emerging in the EU and UK, largely due to contagion and structural events.

JPC: Nimble Allocation Adjustments But Risks Are Evident

Nuveen Preferred Securities Closed-End Funds Announce Proposed Merger

NEW YORK--(BUSINESS WIRE)--The Boards of Trustees of Nuveen Preferred Securities & Income Opportunities Fund (NYSE: JPI) and Nuveen Preferred & Income Opportunities Fund (NYSE: JPC) have approved a proposal to merge the funds. The proposed merger, if approved by shareholders, would combine JPI into JPC. The merger is intended to create a larger fund with lower net operating expenses and increased trading volume on the exchange for common shares. The proposed merger of the funds is subje.

Nuveen Preferred Securities Closed-End Funds Announce Proposed Merger

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