Who Owns Nuveen Preferred & Income Opportunities Fund (JPC)?Hedge Fund & Institutional Holders

$7.96-0.06 (-0.69%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -1

Price History

$7.05$7.36$7.67$7.98$8.29Aug 24Jun 25Mar 26

JPC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+140K+$36.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.2M+$10.0B
Smith Asset Management Co., LLCNew Position+926K+$7.5B
Hennion & Walsh Asset Management, Inc.New Position+374K+$3.0B
Capital Investment Advisors, LLCNew Position+315K+$2.6B
Wealth Advisory Solutions, LLCNew Position+274K+$2.2B
MSH Capital Advisors LLCNew Position+259K+$2.0B
CoreCap Advisors, LLCNew Position+222K+$1.8B
J.W. COLE ADVISORS, INC.New Position+209K+$1.7B
Geneos Wealth Management Inc.New Position+197K+$1.6B
RAYMOND JAMES FINANCIAL INCIncreased+345K+$1.5B
E&G Advisors, LPNew Position+158K+$1.3B
Sowell Financial Services LLCNew Position+155K+$1.3B
UMB Bank, n.a.New Position+159K+$1.0B
Samalin Investment Counsel, LLCNew Position+119K+$964.0M

JPC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Thoma Capital Management LLCDecreased-735K-$5.9B
Advisors Asset Management, Inc.Decreased-200K-$2.4B
WELLS FARGO & COMPANY/MNDecreased-92K-$1.9B
CITADEL ADVISORS LLCDecreased-59K-$915.6M
NWF Advisory Services Inc.Decreased-136K-$905.2M
AlphaCore Capital LLCDecreased-5K-$883.2M
Wealthspire Advisors, LLCDecreased-24K-$857.2M
OSAIC HOLDINGS, INC.Decreased-17K-$770.6M
StoneX Group Inc.Decreased-5K-$684.6M
GUGGENHEIM CAPITAL LLCDecreased-8K-$622.6M
Everstar Asset Management, LLCClosed Position-69K-$566.4M
Prospera Financial Services IncDecreased-2K-$566.4M
Rockefeller Capital Management L.P.Decreased-10K-$512.0M
MML INVESTORS SERVICES, LLCDecreased-1K-$467.3M
Moors & Cabot, Inc.Decreased-1K-$411.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/4,350,466$35.0B0.00%Share
2UBS Group AG4,251,903$34.5B0.01%Share
3WELLS FARGO & COMPANY/MN3,264,441$26.0B0.00%Share
4Invesco Ltd.3,130,676$25.4B0.00%Share
5RAYMOND JAMES FINANCIAL INC2,469,111$20.0B0.01%Share
6GUGGENHEIM CAPITAL LLC1,896,826$15.0B0.11%Share
7RAYMOND JAMES FINANCIAL INC1,298,596$10.0B0.00%Share
8COMMONWEALTH EQUITY SERVICES, LLC1,235,664$10.0B0.01%Share
9OSAIC HOLDINGS, INC.1,140,170$9.0B0.01%Share
10WELLS FARGO & COMPANY/MN1,138,604$9.0B0.00%Share
11ROYAL BANK OF CANADA1,130,163$9.0B0.00%Share
12Smith Asset Management Co., LLC926,024$7.5B6.20%Share
13Advisors Asset Management, Inc.818,097$6.0B0.10%Share
14AMERIPRISE FINANCIAL INC757,993$6.0B0.00%Share
15FCA CORP /TX515,677$4.2B1.18%Share
16Stratos Wealth Partners, LTD.502,224$4.1B0.05%Share
17Moors & Cabot, Inc.536,942$4.0B0.17%Share
18Hennion & Walsh Asset Management, Inc.373,908$3.0B0.10%Share
19STIFEL FINANCIAL CORP474,861$3.0B0.00%Share
20CAMPBELL CAPITAL MANAGEMENT INC348,264$2.8B0.96%Share
21Capital Investment Advisors, LLC314,730$2.6B0.04%Share
22Wealth Advisory Solutions, LLC274,024$2.2B0.52%Share
23Steward Partners Investment Advisory, LLC326,921$2.0B0.01%Share
24PRELUDE CAPITAL MANAGEMENT, LLC300,000$2.0B0.15%Share
25Fiera Capital Corp346,849$2.0B0.01%Share
26MSH Capital Advisors LLC258,815$2.0B0.43%Share
27CoreCap Advisors, LLC222,344$1.8B0.06%Share
28J.W. COLE ADVISORS, INC.209,431$1.7B0.04%Share
29Geneos Wealth Management Inc.196,865$1.6B0.04%Share
30E&G Advisors, LP158,245$1.3B0.29%Share
31Sowell Financial Services LLC154,997$1.3B0.05%Share
32Thoma Capital Management LLC154,498$1.3B0.72%Share
33CARY STREET PARTNERS FINANCIAL LLC130,528$1.1B0.03%Share
34Wealthcare Advisory Partners LLC123,451$1.0B0.02%Share
35BANK OF AMERICA CORP /DE/171,801$1.0B0.00%Share
36Private Advisor Group, LLC150,238$1.0B0.00%Share
37UMB Bank, n.a.155,855$1.0B0.01%Share
38FIRST TRUST ADVISORS LP237,856$1.0B0.00%Share
39Wealthspire Advisors, LLC202,186$1.0B0.01%Share
40Samalin Investment Counsel, LLC118,931$964.0M0.34%Share
41Cornerstone Advisory, LLC104,883$850.0M0.08%Share
42Palogic Value Management, L.P.100,564$815.0M0.34%Share
43DIVERSIFY WEALTH MANAGEMENT, LLC98,358$803.0M0.04%Share
44MELFA WEALTH MANAGEMENT, INC.97,108$787.0M0.45%Share
45Triumph Capital Management90,506$734.0M0.16%Share
46Spire Wealth Management88,269$715.0M0.02%Share
47Mission Hills Financial Advisory, LLC86,884$704.0M0.37%Share
48Shulman DeMeo Asset Management LLC85,354$692.0M0.16%Share
49Bramshill Investments, LLC75,805$614.0M0.03%Share
50RVW Wealth, LLC70,922$575.0M0.04%Share

JPC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025322$302.9B+141
Q3 2025181$290.7B-84
Q2 2025265$324.0B-12
Q1 2025277$404.5B+32
Q4 2024245$3.6T+51
Q3 2024194$46.0T+6
Q2 2024188$27.7T+5
Q1 2024183$181.3T—

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As of Q4 2025, 50 institutional investors hold JPC (Nuveen Preferred & Income Opportunities Fund). The largest holder is BANK OF AMERICA CORP /DE/ with $35.0B in shares. This quarter, 13 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own JPC?

As of Q4 2025, 50 institutional investors report holding JPC (Nuveen Preferred & Income Opportunities Fund) in their 13F filings.

Who is the largest institutional holder of JPC?

The largest institutional holder of JPC is BANK OF AMERICA CORP /DE/ with $35.0B in shares.

Is institutional ownership of JPC increasing or decreasing?

This quarter, 13 institutions opened new positions in JPC and 1 closed their positions.