JPC

Nuveen Prefered & Income OppETF$7.68 0.52%
UnclassifiedUSCUSIP 67073B106· EOD Jul 29, 2026◍ Confluence graph
Tracked 13F Holders
250
-136 QoQ
13F Value (tracked)
$417.1M
13F Moves · latest Q
23 added
17 trimmed
Recent Filings
4

Price & smart-money activity

$7.68 0.52%5Y -23.2%
$5.66$6.84$8.03$9.21$10.392021202220232024202520268913819101513111816161612141711175262730272929313641393451346336504957562623
Hover for who · click for detailEnd-of-day closing prices52w $7.25 – $8.29

Who owns JPC?

250 tracked 13F filers

250 tracked 13F filers disclose a position in JPC as of the latest SEC 13F filings, a combined $417.1M 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.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$41.0M
5.4M
−21%
Reduced · −1.5M sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$36.0M
4.8M
+5.6%
Added · +255K sh
Q1 2026
3WELLS FARGO & COMPANY/MN
$35.1M
4.6M
+5.6%
Added · +246K sh
Q1 2026
4UBS Group AG
$33.2M
4.4M
+1.9%
Added · +84K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$30.7M
4.1M
+6.5%
Added · +248K sh
Q1 2026
6ROYAL BANK OF CANADA
$21.7M
2.9M
+155%
Added · +1.8M sh
Q1 2026
7LPL Financial LLC
$17.2M
2.3M
+1.2%
Added · +27K sh
Q1 2026
8GUGGENHEIM CAPITAL LLC
$14.4M
1.9M
+0.6%
Added · +11K sh
Q1 2026
9COMMONWEALTH EQUITY SERVICES, LLC
$9.2M
1.2M
−1.1%
Reduced · −14K sh
Q1 2026
10OSAIC HOLDINGS, INC.
$9.2M
1.2M
+2.0%
Added · +24K sh
Q1 2026
11Cerity Partners LLC
$9.0M
1.2M
+16%
Added · +169K sh
Q1 2026
12MGO ONE SEVEN LLC
$7.4M
983K
+2.2%
Added · +21K sh
Q1 2026
13GREATMARK INVESTMENT PARTNERS, INC.
$7.7M
974K
−1.2%
Reduced · −12K sh
Q2 2026
14Smith Asset Management Co., LLC
$7.0M
891K
−2.3%
Reduced · −21K sh
Q2 2026
15TRUIST FINANCIAL CORP
$6.7M
888K
+13%
Added · +100K sh
Q1 2026
16Cetera Investment Advisers
$6.1M
803K
+9.6%
Added · +70K sh
Q1 2026
17AMERIPRISE FINANCIAL INC
$6.0M
795K
+4.9%
Added · +37K sh
Q1 2026
18Kestra Advisory Services, LLC
$6.0M
759K
+2.0%
Added · +15K sh
Q2 2026
19Advisors Asset Management, Inc.
$5.0M
670K
−18%
Reduced · −149K sh
Q1 2026
20Moors & Cabot, Inc.
$4.1M
539K
+0.4%
Added · +2K sh
Q1 2026
21Stratos Wealth Partners, LTD.
$3.7M
490K
−2.5%
Reduced · −13K sh
Q1 2026
22Chicago Partners Investment Group LLC
$3.6M
463K
−5.2%
Reduced · −25K sh
Q2 2026
23Lido Advisors, LLC
$3.5M
455K
~0%
Added · +200 sh
Q1 2026
24STIFEL FINANCIAL CORP
$3.3M
438K
−8.9%
Reduced · −43K sh
Q1 2026
25ENVESTNET ASSET MANAGEMENT INC
$3.0M
400K
−8.5%
Reduced · −37K 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 21 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
21
funds
Reduced
17
funds
Exited
0
funds

Funds that own JPC also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT107 funds$20.2B
BROADCOM INCAVGO107 funds$9.7B
JPMORGAN CHASE & COJPM107 funds$9.3B
JOHNSON & JOHNSONJNJ107 funds$5.6B
EXXON MOBIL CORPXOM107 funds$5.4B
ELI LILLY & COLLY107 funds$5.0B
CHEVRON CORPCVX107 funds$3.9B
ABBVIE INCABBV107 funds$3.4B
PEPSICO INCPEP107 funds$2.7B
CISCO SYSTEMS INCCSCO107 funds$2.7B
MCDONALD'S CORPMCD107 funds$2.3B
AT&T INCT107 funds$1.7B

Ranked by how many of JPC's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

111 funds-71 since Q3 2024
0125249Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $60.6M

Recent filings

4 shown

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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.