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Newbridge Financial Services Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Newbridge Financial Services Group’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
2025
Q4 		– Sell
-2,872
Closed -$23.5K – 1327
2025
Q3 		$23.5K Hold
2,872
– – ﹤0.01% 702
2025
Q2 		$23K Buy
+2,872
New +$22.3K ﹤0.01% 689
2021
Q2 		– Sell
-745
Closed -$7K – 1473
2021
Q1 		$7K Buy
+745
New +$6.87K 0.01% 981

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Newbridge Financial Services Group's JPC Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2025, closing a stake of 2,872 shares — an estimated $23.5K sold.

Newbridge Financial Services Group first reported a position in JPC in Q1 2021 and held it in 3 quarters. The position peaked at $23.5K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,872 Nuveen Preferred & Income Opportunities Fund shares in Q4 2025, an estimated $23.5K.
  • Newbridge Financial Services Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2021 and held it in 3 quarters.
  • Newbridge Financial Services Group's Nuveen Preferred & Income Opportunities Fund position peaked at $23.5K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.