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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
MORGAN STANLEYin group MORGAN STANLEY6,780,783$54M<0.01%-875,69513F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,420,477$35.2M0.01%+207,37213F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,105,995$32.7M0.77%-641,96413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,097,250$32.6M<0.01%+300,82813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,562,951$28.4M0.01%+217,49813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,339,902$26.6M0.01%+47,46413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,929,951$23.3M<0.01%+15,81213F-HRTimelineGroup
LPL Financial LLC2,378,176$18.9M0.01%-1,042,90513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,284,391$18.2M0.03%+19,26413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,451,123$11.6M0.11%+164,40813F-HRTimelineGroup
Advisors Asset Management, Inc.1,057,956$8.42M0.16%-5,57013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS1,003,234$7.99M0.02%+99,25213F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.998,565$7.95M1.08%+4,55513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.965,396$7.68M0.02%+153,25913F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.785,251$6.25M0.01%-210,49013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC782,487$6.23M0.01%+210,80213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA746,918$5.95M<0.01%-30,23113F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.737,390$5.87M0.26%-52,29213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…673,102$5.36M0.1%+7,28713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP629,798$5.01M0.01%+41,58113F-HRTimelineGroup
Janney Montgomery Scott LLC541,845$4.31M0.01%-103,27313F-HRTimeline
Moors & Cabot, Inc.531,623$4.23M0.21%-27,71813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC507,885$4.04M<0.01%-16,03813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.503,478$4.01M0.06%-18,51913F-HRTimelineGroup
Cambridge Investment Research Advisors,…481,711$3.83M0.01%+35,47413F-HRTimeline
Cetera Investment Advisers462,470$3.68M0.01%+10,09513F-HRTimeline
Thoma Capital Management LLC443,767$3.53M2.47%-23,47813F-HRTimeline
PROTECTIVE LIFE CORP440,000$3.5M100%013F-HRTimeline
FCA CORP /TX437,513$3.48M1.11%+89813F-HRTimeline
ROTHSCHILD INVESTMENT LLC427,519$3.4M0.23%-75,58613F-HRTimeline
Geneos Wealth Management Inc.386,697$3.27M0.05%+215,38113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC401,233$3.22M0.02%013F-HRTimelineGroup
CAMPBELL CAPITAL MANAGEMENT INC384,993$3.06M1.79%013F-HRTimeline
Smith Asset Management Co., LLC357,253$2.84M2.68%-2,83813F-HRTimeline
Capital Investment Advisors, LLC351,818$2.8M0.05%-14,83513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP324,497$2.58M<0.01%-2,41613F-HRTimelineGroup
Chicago Partners Investment Group LLC326,501$2.55M0.08%+4,96413F-HRTimeline
IBEX WEALTH ADVISORS312,607$2.49M0.33%-14,09813F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC300,000$2.39M0.24%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC287,384$2.29M<0.01%-46,35013F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp275,879$2.2M0.01%013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP274,567$2.19M<0.01%-6,06513F-HRTimelineGroup
NewEdge Advisors, LLC268,179$2.13M0.01%+11,20813F-HRTimeline
Sowell Financial Services LLC252,300$2.01M0.09%-61,61213F-HRTimeline
DAVENPORT & Co LLC252,285$2.01M0.01%-9,81513F-HRTimeline
Wealth Advisory Solutions, LLC244,083$1.94M0.51%+43,49013F-HRTimeline
CoreCap Advisors, LLC238,559$1.9M0.08%-57513F-HRTimeline
PFG Advisors225,212$1.79M0.1%new13F-HRTimeline
Sanctuary Advisors, LLC219,204$1.74M0.01%-3,37813F-HRTimeline
MSH Capital Advisors LLC201,095$1.6M0.5%+39113F-HRTimeline
HighTower Advisors, LLC194,928$1.55M<0.01%-3,98313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding185,005$1.47M-28,975Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…171,712$1.37M<0.01%013F-HR/ATimelineGroup
Private Advisor Group, LLC157,751$1.26M0.01%+11,07713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…147,817$1.18M<0.01%+89,53213F-HRTimeline
&PARTNERS135,859$1.08M0.01%+5,02113F-HRTimeline
Advisory Services Network, LLC123,289$981K0.02%-2,04713F-HRTimeline
Samalin Investment Counsel, LLC110,574$880K0.36%+4,38313F-HRTimeline
Steward Partners Investment Advisory, L…107,153$853K0.01%+59,91613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…102,912$819K0.03%-64713F-HRTimelineGroup
Palogic Value Management, L.P.101,305$806K0.35%013F-HR/ATimeline
Triumph Capital Management100,914$803K0.27%+19,33613F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.99,767$794K0.54%013F-HRTimeline
AlphaCore Capital LLC93,553$751K0.06%new13F-HRTimeline
E&G Advisors, LLC91,850$730K0.21%-1,80013F-HRTimeline
Shulman DeMeo Asset Management LLC89,654$714K0.2%-94613F-HRTimeline
Benchmark Investment Advisors LLC88,000$700K0.45%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC86,571$689K0.15%+7,41013F-HRTimeline
Atria Wealth Solutions, Inc.84,081$673K0.01%+7,60813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …84,322$671K0.02%+1,74913F-HRTimelineGroup
Bramshill Investments, LLC82,558$657K0.07%+11713F-HRTimeline
Mariner, LLCin group Mariner, LLC77,328$616K<0.01%-10,24913F-HRTimelineGroup
WEDBUSH SECURITIES INC76,187$606K0.02%+3,31313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC75,911$604K0.02%+25,10113F-HRTimeline
Accel Wealth Management73,070$582K0.21%-4,50813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…71,886$572K0.02%-1,53713F-HRTimelineGroup
RVW Wealth, LLC70,922$565K0.05%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …73,000$564K0.04%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC71,141$559K0.01%013F-HRTimelineGroup
Anchor Capital Management Group Inc70,000$557K0.26%013F-HRTimeline
Centurion Wealth Management LLC69,378$545K0.17%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management68,396$544K0.02%+1,49313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.67,291$536K0.02%+24113F-HRTimeline
Stolper Co66,647$531K0.17%+75813F-HRTimeline
COMERICA BANK60,317$480K<0.01%-1,02613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC58,444$465K0.07%013F-HRTimeline
UMB Bank, n.a.55,993$446K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TOWNSQUARE CAPITAL LLC55,308$440K<0.01%+1,41513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…55,269$440K0.16%013F-HRTimeline
Shaker Financial Services, LLC53,000$422K0.16%+39,03513F-HRTimeline
Gridiron Partners, LLC52,969$422K0.27%013F-HRTimeline
Live Oak Private Wealth LLC51,460$410K0.07%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…51,225$408K0.04%-2,78913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.50,780$407K0.02%+15,78113F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…51,096$407K<0.01%-83213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.51,076$407K0.01%013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC50,000$398K0.02%013F-HRTimelineGroup
Carson Advisory Inc.49,861$397K0.27%+2,42813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…50,176$394K0.02%013F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC47,965$382K0.2%013F-HRTimeline
Prospera Financial Services Inc46,984$374K0.01%+4,78013F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…46,250$368K0.19%+1,00013F-HRTimeline
Sage Capital Advisors,llc46,063$367K0.1%-4,56613F-HRTimeline
PLANNING DIRECTIONS INC45,549$363K0.16%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.44,473$354K<0.01%-6,23013F-HRTimeline
Operose Advisors LLC44,465$354K0.12%013F-HRTimeline
NWF Advisory Services Inc.43,785$349K0.05%new13F-HRTimeline
Investmark Advisory Group LLC43,532$347K0.17%-96513F-HRTimeline
HUB Investment Partners, LLC40,897$326K0.01%-913F-HRTimeline
IFG Advisory, LLC40,632$323K0.02%+55113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …39,538$315K<0.01%-98813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV37,694$300K<0.01%+3,66613F-HRTimeline
Curi Capital, LLC36,775$295K0.01%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.36,500$291K0.04%013F-HRTimeline
Northstar Financial Companies, Inc.35,787$285K0.31%-8,69613F-HRTimeline
BURNEY CO/34,854$277K0.01%013F-HRTimeline
CHOREO, LLC34,354$276K<0.01%-8,77313F-HRTimeline
Patriot Financial Group Insurance Agenc…33,290$265K0.04%+513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,590$259K0.01%+5,08913F-HRTimelineGroup
Uptown Financial Advisors LLC31,600$252K0.26%+6,30013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…31,252$249K<0.01%+6,69013F-HRTimelineGroup
Prairie Wealth Advisors, Inc.30,201$242K0.12%-3,56713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC29,807$237K0.02%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,660$236K<0.01%+10,66013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC29,364$234K0.03%+6513F-HRTimelineGroup
PRIVATE TRUST CO NA29,287$233K0.02%-1,88213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP28,477$227K0.04%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC28,250$225K<0.01%-28813F-HRTimeline
WHITTIER TRUST CO28,204$224K<0.01%-1,45413F-HRTimeline
DUNCKER STREETT & CO INC27,439$218K0.04%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.27,144$216K0.1%013F-HRTimeline
Snowden Capital Advisors LLC26,179$210K0.01%+2,44713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC26,220$209K<0.01%-6,89713F-HRTimelineGroup
Penbrook Management LLC25,710$205K0.15%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC25,000$199K<0.01%-9,02013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…24,921$198K<0.01%013F-HRTimelineGroup
Sage Capital Management, LLC24,500$195K0.11%+3,50013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,494$195K<0.01%+11,16413F-HRTimelineGroup
Catalina Capital Group, LLC24,437$195K0.13%013F-HRTimeline
Glass Jacobson Investment Advisors llc23,922$188K0.06%013F-HRTimeline
Fortitude Advisory Group L.L.C.25,561$187K0.13%+34113F-HRTimeline
Berger Financial Group, Inc23,283$185K0.01%+11613F-HRTimeline
International Private Wealth Advisors L…22,589$180K0.17%+34613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,845$174K<0.01%-3513F-HRTimelineGroup
WESBANCO BANK INC21,511$171K0.01%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC21,424$171K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.21,320$170K0.01%new13F-HRTimeline
Realta Investment Advisors20,844$166K0.08%+23813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,736$165K<0.01%+3,14913F-HRTimelineGroup
TSFG, LLC20,222$161K0.03%013F-HRTimeline
WealthTrust Axiom LLC19,879$158K0.05%-1,90313F-HRTimeline
Waterfront Wealth Inc.19,779$157K0.04%+713F-HRTimeline
Strategic Financial Concepts, LLC19,768$157K0.03%-1,11313F-HRTimeline
Ausdal Financial Partners, Inc.19,432$155K0.01%-1,73213F-HRTimeline
PSI Advisors, LLC19,427$155K0.05%+9,16913F-HRTimeline
J. L. Bainbridge & Co., Inc.18,991$151K0.02%-7,86113F-HRTimeline
D.A. DAVIDSON & CO.18,824$150K<0.01%-6613F-HRTimeline
Kingstone Capital Partners Texas, LLC18,598$148K0.12%+1,71013F-HRTimeline
SHUFRO ROSE & CO LLC18,373$146K0.01%+5,53213F-HRTimeline
Summit Trail Advisors, LLC17,841$143K<0.01%+29413F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …17,500$139K0.01%+2,50013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC17,000$135K<0.01%-9,92813F-HRTimeline
Concorde Asset Management, LLC17,651$133K0.07%-70013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,645$132K0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,606$132K<0.01%-334,58613F-HRTimelineGroup
Belpointe Asset Management LLC16,546$132K0.01%013F-HRTimeline
Clearstead Advisors, LLC16,395$131K<0.01%+27013F-HRTimeline
Stonegate Investment Group, LLC15,988$127K<0.01%013F-HRTimeline
Alpha Cubed Investments, LLC15,899$127K0.01%013F-HRTimeline
Tyche Wealth Partners LLC15,726$125K0.03%013F-HRTimeline
Schechter Investment Advisors, LLC15,593$124K0.01%013F-HRTimeline
Merit Financial Group, LLC15,590$124K<0.01%new13F-HRTimeline
Elevate Capital Advisors, LLC15,300$122K0.11%new13F-HRTimeline
Argentarii, LLC15,157$121K0.06%013F-HRTimeline
Mission Hills Financial Advisory, LLC14,985$119K0.08%013F-HRTimeline
BEACON FINANCIAL GROUP14,983$119K0.01%+21713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,921$119K<0.01%+8713F-HRTimelineGroup
IEQ CAPITAL, LLC14,831$118K<0.01%-28413F-HRTimeline
GILL CAPITAL PARTNERS, LLC14,747$117K0.04%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,602$116K<0.01%-3,20013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC14,525$116K0.06%013F-HRTimelineGroup
Post Resch Tallon Group Inc.14,560$115K0.12%-73713F-HRTimeline
Beacon Capital Management, LLC14,258$113K0.02%-21813F-HRTimeline
MKT Advisors LLC16,061$113K0.05%013F-HRTimeline
SageView Advisory Group, LLC14,147$113K<0.01%013F-HRTimeline
Etesian Wealth Advisors, Inc.14,000$111K0.05%new13F-HRTimeline
Fisher Asset Management, LLC13,840$110K<0.01%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI13,695$109K0.01%-3,68213F-HRTimeline
VeraBank, N.A.13,658$109K0.03%013F-HRTimeline
Valley Brook Capital Group, Inc.13,489$107K0.08%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,427$107K<0.01%-5,13913F-HRTimelineGroup
Modern Wealth Management, LLC13,407$107K<0.01%new13F-HR/ATimeline
Tradition Wealth Management, LLC13,369$106K0.01%013F-HRTimeline
Financial Advocates Investment Manageme…13,264$106K0.01%-1,92113F-HRTimeline
Beacon Financial Advisory LLC13,232$105K0.03%+3413F-HRTimeline
Founders Financial Alliance, LLC13,208$105K0.03%new13F-HRTimeline
Ellis Investment Partners, LLC13,175$105K0.02%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…13,049$104K<0.01%new13F-HRTimeline
180 WEALTH ADVISORS, LLC13,069$104K0.02%013F-HRTimeline
PFG Investments, LLC12,919$103K0.01%+78913F-HRTimeline