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Bramshill Investments’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Bramshill Investments’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 		$568K Sell
75,329
-476
-0.6% -$3.85K 0.05% 122
2025
Q4 		$615K Buy
75,805
+519
+0.7% +$4.21K 0.03% 114
2025
Q3 		$617K Sell
75,286
-12,629
-14% -$102K 0.04% 119
2025
Q2 		$705K Buy
87,915
+5,357
+6% +$41.5K 0.07% 100
2025
Q1 		$657K Buy
82,558
+117
+0.1% +$934 0.07% 103
2024
Q4 		$648K Buy
82,441
+1,350
+2% +$10.9K 0.1% 99
2024
Q3 		$654K Buy
81,091
+75,569
+1,369% +$586K 0.07% 98
2024
Q2 		$41.2K Sell
5,522
-5,797
-51% -$41.6K ﹤0.01% 157
2024
Q1 		$81.4K Sell
11,319
-55,918
-83% -$397K 0.01% 123
2023
Q4 		$455K Buy
67,237
+9,476
+16% +$60.3K 0.04% 99
2023
Q3 		$366K Sell
57,761
-1,868,060
-97% -$12.1M 0.04% 75
2023
Q2 		$12.5M Sell
1,925,821
-58,517
-3% -$371K 1.13% 19
2023
Q1 		$13.1M Sell
1,984,338
-1,454,487
-42% -$10.6M 1.56% 17
2022
Q4 		$25M Sell
3,438,825
-14,423
-0.4% -$105K 2.94% 11
2022
Q3 		$24M Buy
+3,453,248
New +$27M 3.4% 10
2022
Q2 		– Sell
-3,738,744
Closed -$32.1M – 187
2022
Q1 		$32.1M Sell
3,738,744
-103,056
-3% -$916K 4.44% 6
2021
Q4 		$37.5M Buy
3,841,800
+842,492
+28% +$8.15M 3.67% 10
2021
Q3 		$29.7M Sell
2,999,308
-1,084,152
-27% -$10.8M 2.52% 14
2021
Q2 		$40.8M Buy
4,083,460
+423,372
+12% +$4.12M 3.12% 9
2021
Q1 		$34.7M Sell
3,660,088
-259,433
-7% -$2.39M 2.2% 14
2020
Q4 		$37.2M Buy
3,919,521
+947,110
+32% +$8.41M 2.57% 13
2020
Q3 		$25.3M Buy
2,972,411
+1,327,035
+81% +$11.4M 3.54% 9
2020
Q2 		$13.5M Buy
1,645,376
+1,276,007
+345% +$10.2M 2.14% 13
2020
Q1 		$2.71M Buy
+369,369
New +$3.51M 0.51% 31
2017
Q3 		– Sell
-16,617
Closed -$173K – 100
2017
Q2 		$173K Buy
+16,617
New +$169K 0.05% 88

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bramshill Investments's JPC Position: Q1 2026 in Review

Bramshill Investments reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 0.63% in Q1 2026, selling an estimated $3.85K and leaving 75,329 shares worth $568K. The position accounts for 0.05% of the portfolio, ranked #122.

Bramshill Investments first reported a position in JPC in Q2 2017 and has held it in 25 quarters since. The position peaked at $40.8M in Q2 2021. 320 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

  • Bramshill Investments held 75,329 shares of Nuveen Preferred & Income Opportunities Fund worth $568K as of Q1 2026.
  • Bramshill Investments sold 476 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $3.85K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.05% of Bramshill Investments's portfolio in Q1 2026, its #122 holding.
  • Bramshill Investments first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2017 and has held it in 25 quarters since.
  • Bramshill Investments's Nuveen Preferred & Income Opportunities Fund position peaked at $40.8M in Q2 2021.
  • 320 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.