Valley Brook Capital Group
JPC icon

Valley Brook Capital Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Valley Brook Capital 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
2026
Q3 		$122K Hold
17,909
– – 0.07% 117
2026
Q2 		$141K Sell
17,909
-2,397
-12% -$18.8K 0.08% 119
2026
Q1 		$153K Sell
20,306
-2,690
-12% -$21.7K 0.1% 109
2025
Q4 		$186K Hold
22,996
– – 0.12% 117
2025
Q3 		$189K Buy
22,996
+9,507
+70% +$77.1K 0.13% 120
2025
Q2 		$108K Hold
13,489
– – 0.08% 114
2025
Q1 		$107K Hold
13,489
– – 0.08% 111
2024
Q4 		$106K Hold
13,489
– – 0.08% 113
2024
Q3 		$109K Hold
13,489
– – 0.08% 117
2024
Q2 		$101K Hold
13,489
– – 0.08% 112
2024
Q1 		$97K Hold
13,489
– – 0.08% 118
2023
Q4 		$91.2K Buy
+13,489
New +$85.8K 0.08% 113
2021
Q2 		– Sell
-6,650
Closed -$63K – 270
2021
Q1 		$63K Hold
6,650
– – 0.06% 199
2020
Q4 		$63K Buy
+6,650
New +$59K 0.06% 176

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Valley Brook Capital Group's JPC Position: Q3 2026 in Review

Valley Brook Capital Group held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q3 2026 at 17,909 shares worth $122K. The position accounts for 0.07% of the portfolio, ranked #117.

Valley Brook Capital Group first reported a position in JPC in Q4 2020 and has held it in 14 quarters since. The position peaked at $189K in Q3 2025. 220 funds tracked by Wall St. Rank hold JPC as of Q3 2026.

  • Valley Brook Capital Group held 17,909 shares of Nuveen Preferred & Income Opportunities Fund worth $122K as of Q3 2026.
  • Valley Brook Capital Group left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q3 2026.
  • Nuveen Preferred & Income Opportunities Fund made up 0.07% of Valley Brook Capital Group's portfolio in Q3 2026, its #117 holding.
  • Valley Brook Capital Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and has held it in 14 quarters since.
  • Valley Brook Capital Group's Nuveen Preferred & Income Opportunities Fund position peaked at $189K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2026.

Based on Valley Brook Capital Group's 13F filing for Q3 2026, filed 26 Oct 2026.