JPC — NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND
Reported value held$178.25M
Funds holding (latest)16
SectorFinancials
Funds holding (Q2 2026)8
Institutional value$177.03M · 22.47M sh
New / Add / Cut / Exit1 / 4 / 2 / 4
Top-5 / Top-10 concentration99.9% / 100.0%
Institutional holdings change
Accumulating +2.1%
(+456.83K sh)
Institutional value change
Up +6.7%
As of Q2 2026, 8 SEC-registered investment managers reported holding JPC (NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND) in their latest 13F filings, with a combined reported value of $177.03M across 22.47M shares. That is +2.1% by share count (+456.83K shares) versus the previous quarter, while reported value moved +6.7%. Ownership is concentrated: the five largest holders account for 99.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 2 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
JPC is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 5.66M | $44.57M | 0.00% | Add |
| Bank of America Corp history | 5.04M | $39.71M | 0.00% | Add |
| Wells Fargo & Co history | 4.69M | $36.96M | 0.01% | Add |
| UBS Group AG history | 4.36M | $34.37M | 0.01% | Reduce |
| Invesco Ltd history | 2.70M | $21.31M | 0.00% | Add |
| BNY Mellon history | 13.54K | $106.70K | 0.00% | Reduce |
| PNC Financial Services history | 1.15K | $9.09K | 0.00% | Hold |
| JPMorgan Chase & Co history | 400 | $3.14K | 0.00% | New |
Q1 2026 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 5.44M | $41.04M | 0.00% | Reduce |
| Bank of America Corp history | 4.78M | $36.02M | 0.00% | Add |
| Wells Fargo & Co history | 4.65M | $35.05M | 0.01% | Add |
| UBS Group AG history | 4.40M | $33.17M | 0.01% | Add |
| Invesco Ltd history | 2.57M | $19.41M | 0.00% | Reduce |
| Millennium Management history | 99.35K | $749.12K | 0.00% | New |
| BNY Mellon history | 28.88K | $217.77K | 0.00% | Add |
| Citadel Advisors history | 19.95K | $150.41K | 0.00% | Reduce |
| Goldman Sachs Group history | 16.83K | $126.88K | 0.00% | New |
| PNC Financial Services history | 1.15K | $8.70K | 0.00% | Reduce |
| BlackRock Inc history | 265 | $2.00K | 0.00% | New |
Q4 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 6.92M | $56.11M | 0.00% | Reduce |
| Bank of America Corp history | 4.52M | $36.68M | 0.00% | Add |
| Wells Fargo & Co history | 4.40M | $35.71M | 0.01% | Reduce |
| UBS Group AG history | 4.31M | $34.99M | 0.01% | Add |
| Invesco Ltd history | 3.15M | $25.56M | 0.00% | Add |
| Citadel Advisors history | 52.81K | $428.30K | 0.00% | Reduce |
| BNY Mellon history | 18.43K | $149.44K | 0.00% | Reduce |
| PNC Financial Services history | 3.15K | $25.58K | 0.00% | Add |
| JPMorgan Chase & Co history | 359 | $2.91K | 0.00% | Hold |
Q3 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 7.45M | $61.05M | 0.00% | Add |
| Wells Fargo & Co history | 4.50M | $36.86M | 0.01% | Add |
| Bank of America Corp history | 4.38M | $35.93M | 0.00% | Add |
| UBS Group AG history | 4.18M | $34.31M | 0.01% | Hold |
| Invesco Ltd history | 3.02M | $24.77M | 0.00% | Add |
| Citadel Advisors history | 111.66K | $915.63K | 0.00% | New |
| BNY Mellon history | 28.04K | $229.90K | 0.00% | Reduce |
| PNC Financial Services history | 1.15K | $9.46K | 0.00% | Hold |
| JPMorgan Chase & Co history | 359 | $2.94K | 0.00% | Hold |
Q2 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 6.89M | $55.23M | 0.00% | Add |
| Bank of America Corp history | 4.20M | $33.69M | 0.00% | Add |
| UBS Group AG history | 4.20M | $33.67M | 0.01% | Reduce |
| Wells Fargo & Co history | 3.76M | $30.17M | 0.01% | Add |
| Invesco Ltd history | 2.95M | $23.67M | 0.00% | Add |
| BNY Mellon history | 29.58K | $237.24K | 0.00% | Hold |
| PNC Financial Services history | 1.15K | $9.25K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 359 | $2.88K | 0.00% | Hold |
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 6.78M | $53.98M | 0.00% | Reduce |
| UBS Group AG history | 4.42M | $35.19M | 0.01% | Add |
| Bank of America Corp history | 4.10M | $32.61M | 0.00% | Add |
| Wells Fargo & Co history | 3.56M | $28.36M | 0.01% | Add |
| Invesco Ltd history | 2.93M | $23.32M | 0.01% | Add |
| BNY Mellon history | 29.66K | $236.09K | 0.00% | Add |
| PNC Financial Services history | 13.43K | $106.88K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 359 | $2.86K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 400 sh · $3.14K
Fully Exited (vs previous quarter)
- Millennium Management sold 99.35K sh · $749.12K
- Citadel Advisors sold 19.95K sh · $150.41K
- Goldman Sachs Group sold 16.83K sh · $126.88K
- BlackRock Inc sold 265 sh · $2.00K
Fund Position History — shares by quarter (top 16 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 5.66M | 5.44M | 6.92M | 7.45M | 6.89M | 6.78M | 7.66M | 9.38M | 12.37M | 13.46M | 12.50M | 1.85M | 1.25M | 1.25M | 1.28M | 1.45M | 2.13M | 1.19M | 1.60M | 1.60M |
| Bank of America Corp | 5.04M | 4.78M | 4.52M | 4.38M | 4.20M | 4.10M | 3.80M | 3.20M | 3.30M | 2.50M | 1.89M | 442.26K | 398.87K | 332.20K | 259.65K | 271.90K | 291.89K | 302.70K | 378.04K | 381.30K |
| Wells Fargo & Co | 4.69M | 4.65M | 4.40M | 4.50M | 3.76M | 3.56M | 3.35M | 3.46M | 3.43M | 3.35M | 3.23M | 1.58M | 1.52M | 1.46M | 1.35M | 1.34M | 1.19M | 755.69K | 725.24K | 768.01K |
| UBS Group AG | 4.36M | 4.40M | 4.31M | 4.18M | 4.20M | 4.42M | 4.21M | 4.01M | 3.54M | 3.32M | 3.39M | 268.93K | 370.67K | 347.55K | 309.62K | 323.58K | 367.82K | 322.92K | 319.14K | 314.63K |
| Invesco Ltd | 2.70M | 2.57M | 3.15M | 3.02M | 2.95M | 2.93M | 2.91M | 3.21M | 4.13M | 4.42M | 4.31M | 1.58M | 1.67M | 1.58M | 1.63M | 1.58M | 1.57M | 1.56M | 1.55M | 1.12M |
| BNY Mellon | 13.54K | 28.88K | 18.43K | 28.04K | 29.58K | 29.66K | 19.00K | 28.17K | 30.08K | 27.29K | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 1.15K | 1.15K | 3.15K | 1.15K | 1.15K | 13.43K | 18.57K | 1.15K | 1.15K | 2.15K | 1.15K | 420 | 420 | 420 | 5.54K | 5.54K | 13.06K | 13.59K | 13.06K | 13.06K |
| JPMorgan Chase & Co | 400 | — | 359 | 359 | 359 | 359 | 359 | 359 | 359 | 359 | 10.15K | 2.29K | — | 21.42K | 2.11K | — | — | — | — | — |
| Citadel Advisors | — | 19.95K | 52.81K | 111.66K | — | — | 27.18K | 11.12K | — | — | — | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | — | 265 | — | — | — | — | 1 | 1 | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | — | 16.83K | — | — | — | — | 14.00K | 55.50K | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | 99.35K | — | — | — | — | 14.01K | 122.44K | 37.71K | 37.71K | 96.81K | — | — | — | — | — | — | — | 28.45K | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | 1 | 3 | — | 3.31K | 1 | 1 | — | 1 | 2.04K | — | — | — | 3 | — |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | 10.99K | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | — | — | — | — | — | — | — | — | 2.57K | 2.54K | 1.13K | 1.10K | 1.08K | 1.00K | 1.00K | 1.00K | 4.40K | 3.40K | — | 5.62K |
| Northern Trust Corp | — | — | — | — | — | — | — | 11.87K | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details