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 $1.66T 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return