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Sandy Spring Bank’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Sandy Spring Bank’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
Q1 		$1.9K Buy
+238
New +$1.9K ﹤0.01% 1046
2021
Q2 		– Sell
-6,600
Closed -$63K – 1154
2021
Q1 		$63K Hold
6,600
– – ﹤0.01% 483
2020
Q4 		$63K Hold
6,600
– – ﹤0.01% 451
2020
Q3 		$56K Hold
6,600
– – ﹤0.01% 447
2020
Q2 		$54K Hold
6,600
– – ﹤0.01% 449
2020
Q1 		$48K Hold
6,600
– – ﹤0.01% 446
2019
Q4 		$69K Hold
6,600
– – 0.01% 419
2019
Q3 		$66K Hold
6,600
– – 0.01% 432
2019
Q2 		$65K Hold
6,600
– – 0.01% 428
2019
Q1 		$63K Hold
6,600
– – 0.01% 416
2018
Q4 		$55K Hold
6,600
– – 0.01% 434
2018
Q3 		$61K Hold
6,600
– – 0.01% 430
2018
Q2 		$62K Hold
6,600
– – 0.01% 436
2018
Q1 		$66K Hold
6,600
– – 0.01% 431
2017
Q4 		$68K Hold
6,600
– – 0.01% 402
2017
Q3 		$70K Hold
6,600
– – 0.01% 397
2017
Q2 		$69K Hold
6,600
– – 0.01% 413
2017
Q1 		$65K Hold
6,600
– – 0.01% 415
2016
Q4 		$65K Hold
6,600
– – 0.01% 411
2016
Q3 		$66K Hold
6,600
– – 0.01% 404
2016
Q2 		$66K Hold
6,600
– – 0.01% 405
2016
Q1 		$62K Hold
6,600
– – 0.01% 409
2015
Q4 		$60K Sell
6,600
-1,625
-20% -$14.9K 0.01% 402
2015
Q3 		$74K Sell
8,225
-1,625
-16% -$14.9K 0.01% 384
2015
Q2 		$90K Hold
9,850
– – 0.01% 388
2015
Q1 		$94K Buy
+9,850
New +$93.8K 0.01% 367

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Sandy Spring Bank's JPC Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025: 238 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in JPC as recently as Q1 2021.

Sandy Spring Bank first reported a position in JPC in Q1 2015 and has held it in 26 quarters since. The position peaked at $94K in Q1 2015. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

  • Sandy Spring Bank held 238 shares of Nuveen Preferred & Income Opportunities Fund worth $1.9K as of Q1 2025.
  • Nuveen Preferred & Income Opportunities Fund was a new Sandy Spring Bank position in Q1 2025.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1046 holding.
  • Sandy Spring Bank first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2015 and has held it in 26 quarters since.
  • Sandy Spring Bank's Nuveen Preferred & Income Opportunities Fund position peaked at $94K in Q1 2015.
  • 283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.