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Disclosery

JPC NUVEEN PFD & INCOME OPPORTUN

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COM (fund), issuer CIK 1216583

296 managers (297 13F filers) reported a position in JPC shares at 2024-12-31, 63,048,673 shares in all. 33 filers opened a position and 40 filers sold out during the quarter.

Managers
296
13F filers
297
New
33
Added
90
Reduced
74
Sold out
40
Shares held by filers
63,048,673

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Tradition Wealth Management, LLC13,369$105K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT13,362$105K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,330$105K<0.01%+1,63113F-HRTimelineGroup
Beacon Financial Advisory LLC13,198$104K0.03%+2,00713F-HRTimeline
AE Wealth Management LLC13,072$103K<0.01%new13F-HRTimeline
180 WEALTH ADVISORS, LLC13,069$103K0.02%-1,13713F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV12,855$101K0.04%013F-HRTimeline
SHUFRO ROSE & CO LLC12,841$101K0.01%-20,53213F-HRTimeline
SFE Investment Counsel12,816$101K0.02%new13F-HRTimeline
Sigma Planning Corp12,537$98.5K<0.01%+10213F-HRTimeline
Freestate Advisors LLC12,494$98.2K0.1%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC12,490$98.2K0.01%-3,00013F-HRTimeline
MGO ONE SEVEN LLC12,469$98K<0.01%-3,50413F-HRTimeline
MAI Capital Management12,458$97.9K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC12,302$97.3K<0.01%+46013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…12,000$96.5K0.04%013F-HRTimeline
Coastline Trust Co12,143$95.4K0.01%+2,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PFG Investments, LLC12,130$95.3K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC11,948$93.9K<0.01%-4,94413F-HRTimeline
Second Line Capital, LLC11,948$93.9K0.03%-4,94413F-HRTimeline
Beacon Pointe Advisors, LLC11,859$93.2K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.11,843$93.1K0.01%-3,96613F-HRTimeline
Pathway Financial Advisers, LLC11,774$92.5K0.03%+11313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC11,653$91.6K0.01%013F-HRTimeline
Powell Investment Advisors, LLC11,627$91.4K0.04%new13F-HRTimeline
AMERIFLEX GROUP, INC.11,459$91.2K0.04%13F-HRTimeline
LifeSteps Financial, Inc.11,520$90.5K0.07%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,042$86.8K<0.01%new13F-HRTimelineGroup
Elm3 Financial Group, LLC10,910$85.8K0.07%13F-HRTimeline
Blue Barn Wealth, LLC10,840$85.2K0.04%013F-HRTimeline
Anchor Investment Management, LLC10,658$83.8K0.01%+5713F-HRTimeline
Certified Advisory Corp10,518$82.7K0.01%+25213F-HRTimeline
PSI Advisors, LLC10,258$80.6K0.02%-5,85813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,968$79.7K<0.01%-1,57413F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…10,073$79.2K0.02%new13F-HRTimeline
Pacific Wealth Strategies Group, Inc.10,000$78.6K0.05%013F-HRTimeline
Future Financial Wealth Managment LLC10,000$78.6K0.06%013F-HRTimeline
Philip James Wealth Mangement, LLC10,000$78.6K0.01%013F-HRTimeline
Abel Hall, LLC10,000$78.6K0.05%013F-HRTimeline
CENTRAL TRUST Co9,866$77.5K<0.01%013F-HRTimeline
Elequin Capital, LP9,238$72.6K0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…8,901$71.3K<0.01%-4,00013F-HRTimeline
CoreFirst Bank & Trust7,699$60.5K0.04%013F-HRTimeline
WPG Advisers, LLC6,274$49.3K0.05%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,943$38.9K<0.01%013F-HRTimeline
Allworth Financial LP4,714$37.4K<0.01%+3,72613F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,547$37K0.02%-1,32913F-HRTimeline
WASHINGTON TRUST Co4,440$34.9K<0.01%013F-HRTimeline
Sound Income Strategies, LLC3,900$30.7K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC3,385$26.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,650$20.8K<0.01%+113F-HRTimeline
Washington Trust Advisors, Inc.2,600$20.4K<0.01%new13F-HRTimeline
Noble Wealth Management PBC2,500$19.6K0.01%13F-HRTimeline
Blue Trust, Inc.2,398$18.8K<0.01%013F-HR/ATimeline
AdvisorNet Financial, Inc2,284$18K<0.01%+7413F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,174$17.1K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,167$17K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,977$16K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Concord Wealth Partnersin group Concord Wealth Partners2,028$15.9K<0.01%+513F-HRTimelineGroup
Game Plan Financial Advisors, LLC1,977$15.6K0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC1,920$15.1K<0.01%new13F-HRTimeline
Main Street Group, LTD1,681$13.2K<0.01%013F-HRTimeline
Creekmur Asset Management LLC1,459$11.5K<0.01%+3613F-HRTimeline
CITY HOLDING CO1,435$11.3K<0.01%013F-HRTimeline
Citizens National Bank Trust Department1,400$11K<0.01%013F-HRTimeline
Caldwell Trust Co1,266$9.95K<0.01%-64213F-HRTimeline
GHP Investment Advisors, Inc.1,229$9.66K<0.01%-30013F-HRTimeline
Coppell Advisory Solutions LLC1,105$8.73K<0.01%013F-HRTimeline
Transcendent Capital Group LLC1,056$8.3K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,003$7.88K<0.01%013F-HRTimeline
BIRCHBROOK, INC.1,000$7.86K<0.01%new13F-HRTimeline
SWAN Capital LLC995$7.82K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc929$7.3K<0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.880$6.92K0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC717$5.64K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.700$5.5K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC667$5.24K<0.01%13F-HRTimeline
Parallel Advisors, LLC630$4.95K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC612$4.81K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC551$4.33K<0.01%013F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…461$3.62K<0.01%013F-HRTimelineGroup
LRI Investments, LLC427$3.35K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO359$2.82K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC350$2.75K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC314$2K<0.01%+1013F-HRTimeline
ORG Partners LLC247$1.94K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC219$1.72K<0.01%013F-HRTimeline
Global Retirement Partners, LLC185$1.45K<0.01%+413F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA135$1.06K<0.01%13F-HRTimeline
Pflug Koory, LLC66$519<0.01%013F-HRTimeline
Gleason Group, Inc.22$175<0.01%013F-HRTimeline
RE Dickinson Investment Advisors, LLC1,406$1110.01%-3,30213F-HR/ATimeline
LANARK FINANCIAL, INC.8$640.01%-8,21013F-HRTimeline
FMR LLCin group FMR LLC1$8<0.01%-213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1$6<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.