Campbell Capital Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Campbell Capital Management’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	–	Sell	-348,264	Closed	-$2.82M	–	42
2025 Q4	$2.82M	Sell	348,264 -4,152	-1%	-$33.7K	0.96%	23
2025 Q3	$2.89M	Sell	352,416 -28,622	-8%	-$232K	1.11%	20
2025 Q2	$3.06M	Sell	381,038 -3,955	-1%	-$30.7K	1.19%	22
2025 Q1	$3.06M	Hold	384,993	–	–	1.79%	14
2024 Q4	$3.03M	Sell	384,993 -8,274	-2%	-$66.6K	1.18%	21
2024 Q3	$3.17M	Sell	393,267 -5,338	-1%	-$41.4K	1.26%	22
2024 Q2	$2.98M	Sell	398,605 -459	-0.1%	-$3.3K	1.28%	22
2024 Q1	$2.87M	Buy	399,064 +3,207	+0.8%	+$22.8K	1.26%	24
2023 Q4	$2.68M	Buy	+395,857	New	+$2.52M	1.25%	25

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

Campbell Capital Management's JPC Position: Q1 2026 in Review

Campbell Capital Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2026, closing a stake of 348,264 shares — an estimated $2.82M sold.

Campbell Capital Management first reported a position in JPC in Q4 2023 and held it in 9 quarters. The position peaked at $3.17M in Q3 2024. 322 funds tracked by Wall St. Rank hold JPC as of Q1 2026.

Campbell Capital Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Campbell Capital Management sold 348,264 Nuveen Preferred & Income Opportunities Fund shares in Q1 2026, an estimated $2.82M.
Campbell Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 9 quarters.
Campbell Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $3.17M in Q3 2024.
322 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2026.

Based on Campbell Capital Management's 13F filing for Q1 2026, filed 1 May 2026.