JPC institutional holders

NUVEEN PFD & INCOME OPPORTUN · 13F, 2026Q2

Managers holding328
Shares held66,203,539
Reported value$521.9m
Quarter flows39 new, 113 added, 82 trimmed, 33 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY5,655,933$44.6m0.0%
BANK OF AMERICA CORP /DE/5,038,736$39.7m0.0%
WELLS FARGO & COMPANY/MN4,690,122$37.0m0.0%
UBS Group AG4,361,872$34.4m0.0%
RAYMOND JAMES FINANCIAL INC4,146,808$32.7m0.0%
ROYAL BANK OF CANADA2,914,736$23.0m0.0%
Invesco Ltd.2,704,154$21.3m0.0%
LPL Financial LLC2,411,543$19.0m0.0%
GUGGENHEIM CAPITAL LLC1,692,635$13.3m0.1%
CAPTRUST FINANCIAL ADVISORS1,552,780$12.2m0.0%
OSAIC HOLDINGS, INC.1,365,893$10.8m0.0%
COMMONWEALTH EQUITY SERVICES, LLC1,222,486$9.6m0.0%
Cerity Partners LLC1,217,956$9.6m0.0%
Janney Montgomery Scott LLC1,107,404$8.7m0.0%
GREATMARK INVESTMENT PARTNERS, INC.973,962$7.7m0.8%
MGO ONE SEVEN LLC956,230$7.5m0.1%
TRUIST FINANCIAL CORP895,417$7.1m0.0%
Smith Asset Management Co., LLC890,862$7.0m5.5%
Cetera Investment Advisers833,198$6.6m0.0%
AMERIPRISE FINANCIAL INC825,013$6.5m0.0%
COHEN & STEERS, INC.785,251$6.2m0.0%
Kestra Advisory Services, LLC759,329$6.0m0.0%
Cambridge Investment Research Advisors, Inc.755,096$6.0m0.0%
FCA CORP /TX554,077$4.4m1.1%
Moors & Cabot, Inc.544,903$4.3m0.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("JPC"). JPC price history · All 13F data

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