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Disclosery

JPC NUVEEN PFD & INCOME OPPORTUN

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COM (fund), issuer CIK 1216583

285 managers (286 13F filers) reported a position in JPC shares at 2025-03-31, 61,447,801 shares in all. 31 filers opened a position and 39 filers sold out during the quarter.

Managers
285
13F filers
286
New
31
Added
81
Reduced
74
Sold out
39
Shares held by filers
61,447,801

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SMITH SHELLNUT WILSON LLC /ADV12,855$102K0.05%013F-HRTimeline
SFE Investment Counsel12,816$102K0.02%013F-HRTimeline
Compound Planning, Inc.12,709$101K<0.01%new13F-HRTimeline
Onyx Financial Advisors, LLC12,595$100K0.05%new13F-HRTimeline
Sigma Planning Corp12,541$99.8K<0.01%+413F-HRTimeline
Integrated Wealth Concepts LLC12,529$99.7K<0.01%-12,00013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC12,490$99.4K0.01%013F-HRTimeline
MAI Capital Management12,458$99.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC12,397$98.4K<0.01%+9,74713F-HRTimeline
Perigon Wealth Management, LLC12,302$97.9K<0.01%013F-HRTimeline
Coastline Trust Co12,143$96.7K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ACCREDITED INVESTOR SERVICES, LLC12,011$95.6K0.08%new13F-HRTimeline
Beacon Pointe Advisors, LLC11,859$94.4K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC11,848$94.3K0.03%+7413F-HRTimeline
Kovack Advisors, Inc.11,843$94.3K0.01%013F-HRTimeline
Powell Investment Advisors, LLC11,627$93.3K0.05%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC11,653$92.8K0.01%013F-HRTimeline
Aspire Growth Partners LLC11,773$92.1K0.08%new13F-HRTimeline
LifeSteps Financial, Inc.11,520$91.7K0.07%013F-HRTimeline
LEIGH BALDWIN & CO., LLC11,113$88.5K0.07%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…12,000$87.6K0.04%013F-HRTimeline
Creative Planningin group Creative Planning10,975$87.4K<0.01%-12,13013F-HRTimelineGroup
Elm3 Financial Group, LLC10,910$86.8K0.08%013F-HRTimeline
Blue Barn Wealth, LLC10,840$86.3K0.05%013F-HRTimeline
Anchor Investment Management, LLC10,687$85.1K0.01%+2913F-HRTimeline
Certified Advisory Corp10,647$84.8K0.01%+12913F-HRTimeline
Jacobi Capital Management LLC10,400$82.8K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10,073$80.2K0.01%013F-HRTimeline
Pacific Wealth Strategies Group, Inc.10,000$79.6K0.06%013F-HRTimeline
Future Financial Wealth Managment LLC10,000$79.6K0.06%013F-HRTimeline
Philip James Wealth Mangement, LLC10,000$79.6K0.01%013F-HRTimeline
Abel Hall, LLC10,000$79.6K0.05%013F-HRTimeline
CENTRAL TRUST Co9,866$78.5K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT9,862$78.5K<0.01%-3,50013F-HRTimeline
AMERIFLEX GROUP, INC.9,016$71.8K0.03%-2,44313F-HRTimeline
CWM, LLCin group CWM, LLC8,479$67K<0.01%-6,26013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,344$66.6K<0.01%-62413F-HRTimelineGroup
Allworth Financial LP8,565$65.6K<0.01%+3,85113F-HRTimeline
LANARK FINANCIAL, INC.8,240$65K0.01%+8,23213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,943$39.3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,579$37K0.02%+3213F-HRTimeline
WPG Advisers, LLC4,633$36.9K0.03%-1,64113F-HRTimeline
Sound Income Strategies, LLC3,900$31K<0.01%013F-HRTimeline
SVB WEALTH LLC3,677$29.3K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC3,385$26.9K0.01%013F-HRTimeline
FNY Investment Advisers, LLC3,000$23K0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.2,600$20.7K<0.01%013F-HRTimeline
Blue Trust, Inc.2,398$19.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,322$18.5K<0.01%+3813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,263$18K<0.01%+23513F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS2,106$16.8K0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC1,977$15.7K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,751$13.9K<0.01%new13F-HRTimelineGroup
Main Street Group, LTD1,681$13.4K0.01%013F-HRTimeline
Creekmur Asset Management LLC1,481$11.8K<0.01%+2213F-HRTimeline
CITY HOLDING CO1,435$11.4K<0.01%013F-HRTimeline
Citizens National Bank Trust Department1,400$11.1K<0.01%013F-HRTimeline
Caldwell Trust Co1,266$10.1K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1,229$9.78K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1,043$8.3K<0.01%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,026$8.17K<0.01%new13F-HRTimeline
SWAN Capital LLC995$7.92K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.941$7.49K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc929$7.39K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC805$6.41K<0.01%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.700$5.57K<0.01%013F-HRTimeline
Trust Co676$5.38K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC667$5.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC630$5.01K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC612$4.87K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC551$4.33K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC500$3.98K<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…461$3.67K<0.01%013F-HRTimelineGroup
LRI Investments, LLC427$3.4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO359$2.86K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC350$2.79K<0.01%013F-HRTimeline
ORG Partners LLC247$1.96K<0.01%013F-HRTimeline
Sandy Spring Bank238$1.9K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC219$1.76K<0.01%013F-HRTimeline
Pflug Koory, LLC66$525<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…50$398<0.01%new13F-HRTimelineGroup
Gleason Group, Inc.23$181<0.01%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6$48<0.01%-2,16113F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-8,90113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Clark Wealth Partners0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.