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Disclosery

JPC NUVEEN PFD & INCOME OPPORTUN

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COM (fund), issuer CIK 1216583

288 managers (289 13F filers) reported a position in JPC shares at 2025-06-30, 58,867,083 shares in all. 25 filers opened a position and 23 filers sold out during the quarter.

Managers
288
13F filers
289
New
25
Added
99
Reduced
74
Sold out
23
Shares held by filers
58,867,083

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MAI Capital Management12,972$104K<0.01%+51413F-HRTimeline
Compound Planning, Inc.12,910$104K<0.01%+20113F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV12,855$103K0.04%013F-HRTimeline
SFE Investment Counsel12,816$103K0.02%013F-HRTimeline
Farther Finance Advisors, LLC12,542$101K<0.01%+14513F-HRTimeline
Baker Avenue Asset Management, LP12,500$100K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning12,482$100K<0.01%+1,50713F-HRTimelineGroup
Northstar Financial Companies, Inc.12,475$100K0.1%-23,31213F-HRTimeline
Coastline Trust Co12,143$97.4K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Carlton Hofferkamp & Jenks Wealth Manag…12,000$96.7K0.04%013F-HRTimeline
Pathway Financial Advisers, LLC11,964$96K0.03%+11613F-HRTimeline
Aspire Growth Partners LLC11,872$95.2K0.08%+9913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,833$94.9K0.01%-65713F-HRTimeline
Powell Investment Advisors, LLC11,627$94K0.04%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC11,653$93.5K0.01%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC11,610$93.1K0.07%-40113F-HRTimeline
LifeSteps Financial, Inc.11,520$92.4K0.06%013F-HRTimeline
Waverly Advisors, LLC11,512$92.3K<0.01%new13F-HRTimeline
Ironsides Asset Advisors, LLC11,428$91.7K0.03%new13F-HRTimeline
Sunpointe, LLC11,200$90K0.04%new13F-HRTimeline
Integrated Wealth Concepts LLC11,147$89.4K<0.01%-1,38213F-HRTimeline
Beacon Pointe Advisors, LLC11,059$88.7K<0.01%-80013F-HRTimeline
Quantinno Capital Management LP10,952$87.8K<0.01%new13F-HRTimeline
Certified Advisory Corp10,850$87K0.01%+20313F-HRTimeline
Anchor Investment Management, LLC10,733$86.1K0.01%+4613F-HRTimeline
Evolution Wealth Advisors, LLC10,162$81.5K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10,073$80.8K0.01%013F-HRTimeline
Pacific Wealth Strategies Group, Inc.10,000$80.7K0.05%013F-HRTimeline
Ellis Investment Partners, LLC10,060$80.7K0.02%-3,11513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.10,009$80.3K0.03%new13F-HRTimeline
Future Financial Wealth Managment LLC10,000$80.2K0.05%013F-HRTimeline
Philip James Wealth Mangement, LLC10,000$80.2K0.01%013F-HRTimeline
CENTRAL TRUST Co9,866$79.1K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT9,862$79.1K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,150$73.4K<0.01%-19413F-HRTimelineGroup
AMERIFLEX GROUP, INC.9,016$71.9K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC8,491$68K<0.01%+1213F-HRTimelineGroup
LANARK FINANCIAL, INC.8,135$65K0.01%-10513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,040$64.3K<0.01%+8,03413F-HRTimelineGroup
Strategic Wealth Partners, Ltd.7,908$63.4K<0.01%13F-HRTimeline
Sound Income Strategies, LLC6,734$54K<0.01%+2,83413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,943$39.6K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,828$39K0.02%+24913F-HRTimeline
Pinnacle Bancorp, Inc.4,202$33.7K0.01%new13F-HRTimeline
CoreFirst Bank & Trust4,197$33.7K0.02%new13F-HRTimeline
WPG Advisers, LLC3,527$28.3K0.02%-1,10613F-HRTimeline
FNY Investment Advisers, LLC3,000$24K0.01%013F-HRTimeline
NFSG Corp2,872$23K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.2,600$20.9K<0.01%013F-HRTimeline
Blue Trust, Inc.2,398$19.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,382$19.1K<0.01%+6013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,316$18.6K<0.01%+5313F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,174$17.3K0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,977$15.9K<0.01%-22,51713F-HRTimelineGroup
Game Plan Financial Advisors, LLC1,977$15.9K0.01%013F-HRTimeline
Main Street Group, LTD1,681$13.5K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,572$12.6K<0.01%-29,68013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC1,550$12.4K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC1,515$12.1K<0.01%+3413F-HRTimeline
Citizens National Bank Trust Department1,400$11.2K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1,229$9.86K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,154$9.25K<0.01%-12,27313F-HRTimelineGroup
Caldwell Trust Co1,086$8.71K<0.01%-18013F-HRTimeline
HFM Investment Advisors, LLC1,043$8.37K<0.01%013F-HRTimeline
SWAN Capital LLC995$7.98K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.941$7.55K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc929$7.45K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC805$6.46K<0.01%013F-HRTimeline
Trust Co676$5.42K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC667$5.4K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…654$5.25K<0.01%new13F-HRTimeline
Parallel Advisors, LLC630$5.05K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC612$4.91K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC551$4.42K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…461$3.7K<0.01%013F-HRTimelineGroup
LRI Investments, LLC427$3.42K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…421$3.38K<0.01%+37113F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …388$3.11K<0.01%13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO359$2.88K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC350$2.81K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/276$2.21K<0.01%new13F-HRTimeline
ORG Partners LLC247$2K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC219$1.77K<0.01%013F-HRTimeline
Global Retirement Partners, LLC192$1.54K<0.01%13F-HRTimeline
Pflug Koory, LLC66$529<0.01%013F-HRTimeline
Gleason Group, Inc.23$187<0.01%013F-HRTimeline
GAMMA Investing LLC7$56<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.