JPC

Nuveen Prefered & Income OppETF$7.15 0.14%
UnclassifiedCUSIP 67073B106· EOD Sep 11, 2026

Among active 13F managers last quarter, 2 opened and 24 added, while 16 reduced; the largest holder to move was Guggenheim Capital LLC (+0.6%).

Tracked 13F holders
304
221 in Q2 2026 filings
13F value (tracked)
$436.0M
13F moves · latest Q
26 added
16 reduced

Price & smart-money activity

$7.15 0.14%5Y -28.4%
$5.67$6.83$7.99$9.15$10.312021202220232024202520268913819101513111816161612141712175272730283030314347483758427440605966675443
Hover for who · click for detailEnd-of-day closing prices52w $7.15 – $8.29

Who owns JPC?

304 tracked 13F filers · ranked by shares held

304 tracked 13F filers disclose a position in JPC as of the latest SEC 13F filings, a combined $436.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Morgan Stanley5.4M
$41.0M
−21%
Reduced · −1.5M sh
Q1 2026
2Bank Of America Corp4.8M
$36.0M
+5.6%
Added · +255K sh
Q1 2026
3Wells Fargo & Company4.6M
$35.1M
+5.6%
Added · +246K sh
Q1 2026
4UBS Group AG4.4M
$33.2M
+1.9%
Added · +84K sh
Q1 2026
5Raymond James Financial Inc4.1M
$30.7M
+6.5%
Added · +248K sh
Q1 2026
6Royal Bank Of Canada2.9M
$21.7M
+155%
Added · +1.8M sh
Q1 2026
7LPL Financial LLC2.3M
$17.2M
+1.2%
Added · +27K sh
Q1 2026
8Guggenheim Capital LLC1.9M
$14.4M
+0.6%
Added · +11K sh
Q1 2026
9Commonwealth Equity Services, LLC1.2M
$9.2M
−1.1%
Reduced · −14K sh
Q1 2026
10Osaic Holdings, Inc.1.2M
$9.2M
+2.0%
Added · +24K sh
Q1 2026
11Cerity Partners LLC1.2M
$9.0M
+16%
Added · +169K sh
Q1 2026
12Greatmark Investment Partners, Inc.974K
$7.7M
−1.2%
Reduced · −12K sh
Q2 2026
13Mgo One Seven LLC956K
$7.5M
−2.7%
Reduced · −27K sh
Q2 2026
14Smith Asset Management Co., LLC891K
$7.0M
−2.3%
Reduced · −21K sh
Q2 2026
15Truist Financial Corp888K
$6.7M
+13%
Added · +100K sh
Q1 2026
16Cetera Investment Advisers803K
$6.1M
+9.6%
Added · +70K sh
Q1 2026
17Ameriprise Financial Inc795K
$6.0M
+4.9%
Added · +37K sh
Q1 2026
18Kestra Advisory Services, LLC759K
$6.0M
+2.0%
Added · +15K sh
Q2 2026
19Fca Corp554K
$4.4M
+5.2%
Added · +28K sh
Q2 2026
20Moors & Cabot, Inc.545K
$4.3M
+1.1%
Added · +6K sh
Q2 2026
21Stratos Wealth Partners, LTD.477K
$3.8M
−2.6%
Reduced · −13K sh
Q2 2026
22Chicago Partners Investment Group LLC463K
$3.6M
−5.2%
Reduced · −25K sh
Q2 2026
23Lido Advisors, LLC455K
$3.6M
~0%
Reduced · −200 sh
Q2 2026
24Advisors Asset Management, Inc.448K
$3.5M
−33%
Reduced · −222K sh
Q2 2026
25Stifel Financial Corp438K
$3.3M
−8.9%
Reduced · −43K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is JPC being bought or sold by institutions?

Last quarter, 2 funds opened a new position in JPC and 24 added to an existing one, while 16 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
24
added to an existing position
Reduced
16
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own JPC also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT164 funds$15.1B
Apple IncAAPL161 funds$22.6B
Alphabet Inc-CL AGOOGL161 funds$11.4B
Amazon.com IncAMZN161 funds$11.1B
Nvidia CorpNVDA160 funds$22.0B
SS SPDR S&P 500 ETF Trust-USSPY159 funds$6.6B
Alphabet Inc-CL CGOOG156 funds$8.2B
Broadcom IncAVGO155 funds$7.4B
Meta Platforms Inc-Class AMETA155 funds$6.4B
Eli Lilly & CoLLY155 funds$4.4B
JPMorgan Chase & CoJPM154 funds$5.3B
Berkshire Hathaway Inc-CL BBRK/B153 funds$4.5B

Ranked by how many of JPC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JPC.

Institutional ownership over time

221 tracked filers in Q2 2026 filingsstill filing
0144287Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $127.5M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for JPC

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Ask your agent what changed in JPC

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/JPC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for JPC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JPC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.