BI
JPC icon

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
Q2 		$994K Buy
126,165
+50,836
+67% +$400K 0.08% 66
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bramshill Investments's JPC Position: Q2 2026 in Review

Bramshill Investments increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 67% in Q2 2026, buying an estimated $400K and bringing the position to 126,165 shares worth $994K. The position accounts for 0.08% of the portfolio, ranked #66.

Bramshill Investments first reported a position in JPC in Q2 2017 and has held it in 26 quarters since. The position peaked at $40.8M in Q2 2021. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

  • Bramshill Investments held 126,165 shares of Nuveen Preferred & Income Opportunities Fund worth $994K as of Q2 2026.
  • Bramshill Investments bought 50,836 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $400K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.08% of Bramshill Investments's portfolio in Q2 2026, its #66 holding.
  • Bramshill Investments first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2017 and has held it in 26 quarters since.
  • Bramshill Investments's Nuveen Preferred & Income Opportunities Fund position peaked at $40.8M in Q2 2021.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.