Who owns JPC?
Institutional ownership of Nuveen Preferred & Income Opportunities Fund from Form 13F, Q2 2026
328 institutional managers reported holding Nuveen Preferred & Income Opportunities Fund (JPC) in Form 13F filings for Q2 2026, with 66,203,539 shares worth $522M. The largest reported holder was Morgan Stanley. Managers that filed both quarters added a net 1,595,053 shares (+2.5%). 35 opened new positions and 27 sold out.
- Funds holding
- 328
- Value held
- $522M
- New / sold out
- 35 / 27
- Net shares, same filers
- +2.5%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of JPC
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Morgan Stanley | $44.6M | 8.5% | 5,655,933 | Added |
| Bank of America Corp | $39.7M | 7.6% | 5,038,736 | Added |
| Wells Fargo & Company | $37.0M | 7.1% | 4,690,122 | Added |
| UBS Group AG | $34.4M | 6.6% | 4,361,872 | Trimmed |
| Raymond James Financial Inc | $32.7M | 6.3% | 4,146,808 | Added |
| Royal Bank of Canada | $23.0M | 4.4% | 2,914,736 | Added |
| Invesco Ltd. | $21.3M | 4.1% | 2,704,154 | Added |
| LPL Financial LLC | $19.0M | 3.6% | 2,411,543 | Added |
| Guggenheim Capital LLC | $13.3M | 2.6% | 1,692,635 | Trimmed |
| Captrust Financial Advisors | $12.2M | 2.3% | 1,552,780 | Added |
| Osaic Holdings, Inc. | $10.8M | 2.1% | 1,365,893 | Added |
| Commonwealth Equity Services, LLC | $9.6M | 1.8% | 1,222,486 | Unchanged |
| Cerity Partners LLC | $9.6M | 1.8% | 1,217,956 | Added |
| Janney Montgomery Scott LLC | $8.7M | 1.7% | 1,107,404 | Unchanged |
| Greatmark Investment Partners, Inc. | $7.7M | 1.5% | 973,962 | Trimmed |
| Mgo One Seven LLC | $7.5M | 1.4% | 956,230 | Trimmed |
| Truist Financial Corp | $7.1M | 1.4% | 895,417 | Added |
| Smith Asset Management Co., LLC | $7.0M | 1.3% | 890,862 | Trimmed |
| Cetera Investment Advisers | $6.6M | 1.3% | 833,198 | Added |
| Ameriprise Financial Inc | $6.5M | 1.2% | 825,013 | Added |
| Cohen & Steers, Inc. | $6.2M | 1.2% | 785,251 | Unchanged |
| Kestra Advisory Services, LLC | $6.0M | 1.1% | 759,329 | Added |
| Cambridge Investment Research Advisors, Inc. | $6.0M | 1.1% | 755,096 | Added |
| Fca Corp | $4.4M | 0.8% | 554,077 | Added |
| Moors & Cabot, Inc. | $4.3M | 0.8% | 544,903 | Added |
Share of 13F holdings is each fund's shares as a share of the 66,203,539 JPC shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Cambridge Investment Research Advisors, Inc. Added+$2.5M
- NewEdge Advisors, LLC New+$2.4M
- Bank of America Corp Added+$2.1M
- Morgan Stanley Added+$1.7M
- Osaic Holdings, Inc. Added+$1.2M
- LPL Financial LLC Added+$1.0M
- Invesco Ltd. Added+$1.0M
- Mission Hills Financial Advisory, LLC Added+$902K
- XTX Topco Ltd Added+$880K
- Diversify Advisory Services, LLC New+$766K
Biggest sellers in Q2 2026
- Advisors Asset Management, Inc. Trimmed-$1.7M
- Guggenheim Capital LLC Trimmed-$1.7M
- Hennion & Walsh Asset Management, Inc. Trimmed-$1.5M
- Jane Street Group, LLC Trimmed-$1.2M
- Millennium Management LLC Sold out-$749K
- World Investment Advisors Trimmed-$558K
- Susquehanna International Group, LLP Sold out-$358K
- Kestra Private Wealth Services, LLC Trimmed-$296K
- UBS Group AG Trimmed-$294K
- Patriot Financial Group Insurance Agency, LLC Trimmed-$274K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $27.0M and sold $14.3M; 110 added and 80 trimmed.
Questions about JPC ownership
- Who owns JPC stock?
- 328 institutional investment managers reported JPC positions in their Form 13F filings for Q2 2026, holding 66,203,539 shares worth $522M in total. Morgan Stanley reported the largest position.
- Are funds buying or selling JPC?
- In Q2 2026, 35 managers opened new JPC positions, 110 added, 80 trimmed and 27 sold out. Managers that filed in both quarters added a net 1,595,053 shares.
- How current is this JPC institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to JPC by CUSIP. Options are left out. JPC news and filings · JPC insider trades · Top funds