JPC Institutional Ownership & Shareholders
NUVEEN PREFERED & INCOME OPP (JPC) is currently held by 329 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $506.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of JPC tracked by InsiderSet, reporting ownership valued at approximately $44.57M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $39.37M, representing an estimated loss of -11.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed JPC value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in NUVEEN PREFERED & INCOME OPP (JPC).
This page ranks the largest institutional JPC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
329
Total Reported Value
$506.67M
Largest Holder
Morgan Stanley
Largest Position
$44.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 5,655,933 | $44,568,767 | $39,365,294 | -$5,203,473 | -11.68% | |
| Bank Of America Corp | 0.00% | 5,038,736 | $39,705,243 | $35,069,603 | -$4,635,640 | -11.68% | |
| Wells Fargo & Company/Mn | 0.01% | 4,690,122 | $36,958,167 | $32,643,249 | -$4,314,918 | -11.68% | |
| Ubs Group Ag | 0.01% | 4,361,872 | $34,371,551 | $30,358,629 | -$4,012,922 | -11.68% | |
| Raymond James Financial Inc | 0.01% | 4,146,808 | $32,676,850 | $28,861,784 | -$3,815,066 | -11.68% | |
| Royal Bank Of Canada | 0.00% | 2,914,736 | $22,968,000 | $20,286,563 | -$2,681,437 | -11.67% | |
| Invesco Ltd. | 0.00% | 2,704,154 | $21,308,734 | $18,820,912 | -$2,487,822 | -11.68% | |
| Lpl Financial Llc | 0.00% | 2,411,543 | $19,002,956 | $16,784,339 | -$2,218,617 | -11.68% | |
| Guggenheim Capital Llc | 0.09% | 1,692,635 | $13,337,964 | $11,780,740 | -$1,557,224 | -11.68% | |
| Captrust Financial Advisors | 0.02% | 1,552,780 | $12,235,908 | $10,807,349 | -$1,428,559 | -11.68% | |
| Osaic Holdings, Inc. | 0.01% | 1,365,893 | $10,763,335 | $9,506,615 | -$1,256,720 | -11.68% | |
| Cerity Partners Llc | 0.01% | 1,217,956 | $9,597,490 | $8,476,974 | -$1,120,516 | -11.68% | |
| Janney Montgomery Scott Llc | 0.02% | 1,107,404 | $8,726,000 | $7,707,532 | -$1,018,468 | -11.67% | |
| Commonwealth Equity Services, Llc | 0.01% | 1,125,254 | $7,674,233 | $7,831,768 | +$157,535 | +2.05% | |
| Greatmark Investment Partners, Inc. | 0.71% | 975,488 | $6,652,827 | $6,789,396 | +$136,569 | +2.05% | |
| Absolute Investment Advisers, Llc | 0.61% | 972,216 | $6,630,513 | $6,766,623 | +$136,110 | +2.05% | |
| Cetera Investment Advisers | 0.01% | 833,198 | $6,565,600 | $5,799,058 | -$766,542 | -11.68% | |
| Ameriprise Financial Inc | 0.00% | 825,013 | $6,501,103 | $5,742,090 | -$759,013 | -11.68% | |
| Mgo One Seven Llc | 0.10% | 923,880 | $6,300,862 | $6,430,205 | +$129,343 | +2.05% | |
| Cohen & Steers, Inc. | 0.01% | 785,251 | $6,188,000 | $5,465,347 | -$722,653 | -11.68% | |
| Truist Financial Corp | 0.01% | 893,297 | $6,092,285 | $6,217,347 | +$125,062 | +2.05% | |
| Smith Asset Management Co., Llc | 4.86% | 874,373 | $5,963,224 | $6,085,636 | +$122,412 | +2.05% | |
| Kestra Advisory Services, Llc | 0.01% | 753,172 | $5,136,635 | $5,242,077 | +$105,442 | +2.05% | |
| Fca Corp | 1.08% | 554,077 | $4,366,127 | $3,856,376 | -$509,751 | -11.68% | |
| Moors & Cabot, Inc. | 0.17% | 544,903 | $4,293,838 | $3,792,525 | -$501,313 | -11.68% | |
| Stifel Financial Corp | 0.00% | 479,664 | $3,779,751 | $3,338,461 | -$441,290 | -11.68% | |
| Stratos Wealth Partners, Ltd. | 0.04% | 476,950 | $3,758,370 | $3,319,572 | -$438,798 | -11.68% | |
| Lido Advisors, Llc | 0.01% | 454,537 | $3,610,160 | $3,163,578 | -$446,582 | -12.37% | |
| Protective Life Corp | 24.77% | 440,000 | $3,467,200 | $3,062,400 | -$404,800 | -11.68% | |
| Envestnet Asset Management Inc | 0.00% | 391,171 | $3,082,424 | $2,722,550 | -$359,874 | -11.68% | |
| Chicago Partners Investment Group Llc | 0.06% | 458,934 | $3,079,450 | $3,194,181 | +$114,731 | +3.73% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 383,696 | $3,023,524 | $2,670,524 | -$353,000 | -11.68% | |
| Prelude Capital Management, Llc | 0.20% | 350,000 | $2,758,000 | $2,436,000 | -$322,000 | -11.68% | |
| Fiera Capital Corp | 0.01% | 341,744 | $2,692,943 | $2,378,538 | -$314,405 | -11.68% | |
| Sanctuary Advisors, Llc | 0.01% | 316,545 | $2,494,372 | $2,203,153 | -$291,219 | -11.68% | |
| Newedge Advisors, Llc | 0.01% | 302,561 | $2,384,178 | $2,105,825 | -$278,353 | -11.68% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 346,842 | $2,306,498 | $2,414,020 | +$107,522 | +4.66% | |
| Ibex Wealth Advisors | 0.18% | 288,992 | $2,277,251 | $2,011,384 | -$265,867 | -11.67% | |
| Shaker Financial Services, Llc | 0.68% | 300,720 | $2,069,706 | $2,093,011 | +$23,305 | +1.13% | |
| Msh Capital Advisors Llc | 0.33% | 240,963 | $1,898,785 | $1,677,102 | -$221,683 | -11.67% | |
| Wealth Advisory Solutions, Llc | 0.37% | 262,309 | $1,788,947 | $1,825,671 | +$36,724 | +2.05% | |
| Mission Hills Financial Advisory, Llc | 0.78% | 226,584 | $1,785,483 | $1,577,025 | -$208,458 | -11.68% | |
| First Trust Advisors Lp | 0.00% | 215,674 | $1,699,510 | $1,501,091 | -$198,419 | -11.68% | |
| Davenport & Co Llc | 0.01% | 243,350 | $1,659,650 | $1,693,716 | +$34,066 | +2.05% | |
| Wolverine Asset Management Llc | 0.02% | 239,902 | $1,636,132 | $1,669,718 | +$33,586 | +2.05% | |
| Wright Wealth Llc | 0.93% | 237,019 | $1,616,470 | $1,649,652 | +$33,182 | +2.05% | |
| Xtx Topco Ltd | 0.02% | 202,045 | $1,592,115 | $1,406,233 | -$185,882 | -11.68% | |
| Harbour Investments, Inc. | 0.02% | 202,041 | $1,592,080 | $1,406,205 | -$185,875 | -11.67% | |
| Wealthspire Advisors, Llc | 0.01% | 199,488 | $1,571,966 | $1,388,436 | -$183,530 | -11.68% | |
| Capital Investment Advisors, Llc | 0.02% | 225,436 | $1,537,474 | $1,569,035 | +$31,561 | +2.05% |
Frequently asked questions about JPC
Who are the largest institutional holders of JPC?
The largest institutional holders of JPC reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, Ubs Group Ag, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported JPC position.
What is JPC institutional ownership?
This page tracks JPC positions reported by institutional investment managers through SEC Form 13F. NUVEEN PREFERED & INCOME OPP (JPC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JPC?
InsiderSet currently tracks 329 institutional managers reporting JPC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPC shareholders.
How much JPC stock do institutions own?
Institutional investment managers disclosed approximately $506.67M in JPC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JPC institutional ownership last updated?
The latest JPC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JPC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPC position after the reporting date.
Are institutions buying or selling JPC?
Institutional buying and selling can be analyzed by comparing JPC positions across consecutive 13F reporting periods. InsiderSet's JPC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPC ownership changes.
How has JPC institutional ownership changed over time?
InsiderSet tracks JPC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.