Skip to content

JPC NUVEEN PFD & INCOME OPPORTUN

Follow

COM (fund), issuer CIK 1216583

323 managers (324 13F filers) reported a position in JPC shares at 2026-03-31, 64,956,460 shares in all. 35 filers opened a position and 36 filers sold out during the quarter.

Managers
323
13F filers
324
New
35
Added
107
Reduced
91
Sold out
36
Shares held by filers
64,956,460

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,645$126K<0.01%013F-HR/ATimelineGroup
Gerber Kawasaki Wealth & Investment Man…16,622$125K<0.01%+3,19613F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC16,426$124K<0.01%013F-HRTimeline
BEACON FINANCIAL GROUP16,332$123K0.01%+22013F-HRTimeline
Advance Capital Management, Inc.15,926$120K<0.01%013F-HRTimeline
Realta Investment Advisors15,908$120K0.04%+24013F-HRTimeline
PSI Advisors, LLC15,861$120K0.03%new13F-HRTimeline
Concorde Asset Management, LLC15,722$120K0.06%-2,76013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC15,387$118K<0.01%+10,44413F-HRTimeline
Perigon Wealth Management, LLC15,312$115K<0.01%013F-HRTimeline
Argentarii, LLC15,073$114K0.04%013F-HRTimeline
Belpointe Asset Management LLC14,901$112K<0.01%013F-HRTimeline
River Wealth Advisors LLC14,688$111K0.01%013F-HRTimeline
Etesian Wealth Advisors, Inc.14,500$109K0.03%+50013F-HRTimeline
Post Resch Tallon Group Inc.14,065$108K0.09%-49513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI14,193$107K<0.01%013F-HRTimeline
Royal Fund Management, LLC14,034$106K0.01%+21113F-HRTimeline
IEQ CAPITAL, LLC13,843$104K<0.01%013F-HRTimeline
Arax Advisory Partners13,722$103K<0.01%-1,00013F-HRTimeline
Beacon Financial Advisory LLC13,705$103K0.02%+3313F-HRTimeline
TWO SIGMA SECURITIES, LLC13,684$103K0.01%-1,67813F-HRTimeline
Asset One Wealth Management LLC13,011$103K0.01%-16,83913F-HRTimeline
VeraBank, N.A.13,658$103K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC13,610$103K<0.01%-83,82213F-HRTimeline
Tempo Wealth, LLC13,233$99.8K0.02%+19913F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC13,018$98.2K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC13,000$98K<0.01%013F-HRTimeline
180 WEALTH ADVISORS, LLC12,863$97K0.01%+2213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV12,855$96.9K0.04%013F-HRTimeline
SFE Investment Counsel12,816$96.6K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC12,776$96.3K<0.01%new13F-HRTimeline
Aspire Growth Partners LLC12,756$96.2K0.07%+19213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…12,000$95.6K0.03%013F-HRTimeline
WESBANCO BANK INC12,640$95.3K<0.01%-57213F-HRTimeline
Capital Investment Advisory Services, L…12,498$94.2K0.01%013F-HRTimeline
STOCK YARDS BANK & TRUST CO12,304$92.8K<0.01%+1,40013F-HRTimeline
Diesslin Group, Inc.12,256$92.4K0.04%-27213F-HRTimeline
Coastline Trust Co12,143$91.6K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAHABA WEALTH MANAGEMENT, INC.12,108$91.3K0.01%013F-HRTimeline
Dakota Wealth Management12,092$91.2K<0.01%new13F-HR/ATimeline
Baker Avenue Asset Management, LP12,000$90.5K<0.01%013F-HRTimeline
American Financial Advisors, LLC12,000$90.5K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,948$90.4K<0.01%new13F-HRTimelineGroup
Johnson & White Wealth Management, LLC11,911$89.8K0.04%+14413F-HRTimeline
Tradition Wealth Management, LLC11,838$89.3K0.01%-83913F-HRTimeline
Powell Investment Advisors, LLC11,627$88.4K0.03%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,609$88K<0.01%-8,46213F-HRTimelineGroup
Integrity Advisory Solutions, LLC11,663$87.9K0.01%+1,00613F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC11,653$87.9K0.01%013F-HRTimeline
LifeSteps Financial, Inc.11,520$86.9K0.06%013F-HRTimeline
Certified Advisory Corp11,451$86.3K0.01%+13113F-HRTimeline
CWM, LLCin group CWM, LLC11,345$85.5K<0.01%+2,54613F-HRTimelineGroup
Sunpointe, LLC11,200$84.4K0.03%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,931$82.4K<0.01%new13F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department10,892$82.1K0.04%013F-HRTimelineGroup
MKT Advisors LLC10,700$81.6K0.03%-2,68813F-HRTimeline
W.H. Cornerstone Investments Inc.10,649$80.3K0.05%+16013F-HRTimeline
Fox Hill Wealth Management10,633$80.2K0.04%013F-HRTimeline
Osbon Capital Management LLC10,561$79.6K0.06%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC10,538$79.5K0.05%+15813F-HRTimeline
Future Financial Wealth Managment LLC10,000$79.3K0.05%013F-HRTimeline
Collaborative Wealth Managment Inc.10,290$77.6K0.04%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT9,645$72.7K<0.01%013F-HRTimeline
Anchor Investment Management, LLC9,386$70.8K0.01%+2913F-HRTimeline
Sunbelt Securities, Inc.9,084$68.5K<0.01%+1,08413F-HRTimeline
LANARK FINANCIAL, INC.8,135$61.3K<0.01%013F-HRTimeline
CENTRAL TRUST Co7,493$56.5K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.6,668$50.3K0.03%-2,34813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,248$47.1K<0.01%013F-HRTimeline
MAI Capital Management5,675$42.8K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,943$36K0.01%-2313F-HRTimeline
Opal Wealth Advisors, LLC4,700$35.4K0.01%new13F-HRTimeline
CoreFirst Bank & Trust4,197$31.6K0.02%013F-HRTimeline
MATHER GROUP, LLC.4,039$30.5K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC3,901$30.4K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC3,749$28.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc3,390$25.6K<0.01%-79413F-HRTimeline
Strategic Wealth Partners, Ltd.3,000$22.6K<0.01%-4,90813F-HRTimeline
FNY Investment Advisers, LLC3,000$22K0.01%new13F-HRTimeline
Larson Financial Group LLC2,765$20.8K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.2,600$19.6K<0.01%013F-HRTimeline
Blue Trust, Inc.2,398$18.1K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2,228$16.8K<0.01%+99913F-HRTimeline
Smartleaf Asset Management LLC1,999$14.5K<0.01%013F-HRTimeline
Main Street Group, LTD1,681$12.7K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,513$11.4K<0.01%-20013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,503$11.3K<0.01%-6,14213F-HRTimeline
Citizens National Bank Trust Department1,400$10.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,154$8.7K<0.01%-2,00013F-HRTimelineGroup
HFM Investment Advisors, LLC1,043$7.86K<0.01%013F-HRTimeline
SWAN Capital LLC995$7.5K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…976$7.36K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.902$6.8K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp748$5.64K<0.01%013F-HRTimelineGroup
Leo H. Evart, Inc.741$5.59K<0.01%13F-HR/ATimeline
POM Investment Strategies, LLC699$5.27K0.01%new13F-HRTimeline
Trust Co681$5.14K<0.01%+513F-HRTimeline
Caldwell Trust Co669$5.04K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC667$5.03K<0.01%013F-HRTimeline
WPG Advisers, LLC638$4.81K<0.01%-1,83613F-HRTimeline
Beaird Harris Wealth Management, LLC624$4.71K<0.01%new13F-HRTimeline
Abound Wealth Management588$4.43K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC551$4.15K<0.01%013F-HRTimeline
Clark Wealth Partners494$3.76K<0.01%new13F-HRTimeline
LRI Investments, LLC427$3.22K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC374$2.84K<0.01%new13F-HR/ATimeline
WOLFF WIESE MAGANA LLC350$2.64K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO359$2.6K<0.01%013F-HR/ATimelineGroup
HIGHLINE WEALTH PARTNERS LLC300$2.26K<0.01%013F-HRTimeline
Root Financial Partners, LLC284$2.14K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/276$2.08K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC275$2.07K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.265$2K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…184$1.39K<0.01%+17413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP140$1.04K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC136$1.02K<0.01%013F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…99$746<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.95$717<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC87$656<0.01%013F-HRTimeline
Pflug Koory, LLC66$498<0.01%013F-HRTimeline
GAMMA Investing LLC7$53<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC0$14<0.01%-21913F-HRTimelineAmount filed as zero, left out of ratios.
SFAM, LLC1$8<0.01%013F-HRTimeline