J.L. Bainbridge & Co’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

J.L. Bainbridge & Co’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	$241K	Buy	30,571 +8,942	+41%	+$70.3K	0.02%	105
2026 Q1	$163K	Buy	21,629 +2,638	+14%	+$21.3K	0.01%	104
2025 Q4	$154K	Hold	18,991	–	–	0.01%	103
2025 Q3	$156K	Hold	18,991	–	–	0.01%	104
2025 Q2	$152K	Hold	18,991	–	–	0.01%	103
2025 Q1	$151K	Sell	18,991 -7,861	-29%	-$62.7K	0.02%	100
2024 Q4	$211K	Buy	26,852 +2,777	+12%	+$22.3K	0.02%	99
2024 Q3	$194K	Buy	24,075 +676	+3%	+$5.24K	0.02%	103
2024 Q2	$175K	Hold	23,399	–	–	0.02%	91
2024 Q1	$168K	Buy	+23,399	New	+$166K	0.02%	88

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

J.L. Bainbridge & Co's JPC Position: Q2 2026 in Review

J.L. Bainbridge & Co increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 41% in Q2 2026, buying an estimated $70.3K and bringing the position to 30,571 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #105.

J.L. Bainbridge & Co first reported a position in JPC in Q1 2024 and has held it in 10 quarters since. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

J.L. Bainbridge & Co held 30,571 shares of Nuveen Preferred & Income Opportunities Fund worth $241K as of Q2 2026.
J.L. Bainbridge & Co bought 8,942 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $70.3K.
Nuveen Preferred & Income Opportunities Fund made up 0.02% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #105 holding.
J.L. Bainbridge & Co first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and has held it in 10 quarters since.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.