SMITH CHAS P & ASSOCIATES PA CPAS
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1082509
LAKELAND, FL
Position in JPC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$263,900
-$80,775 QoQ
Shares Held
35,000
-17.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SMITH CHAS P & ASSOCIATES PA CPAS holds $1,427,023 across 7 Asset Management names. JPC ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NPFD |
Nuveen Variable Rate Preferred & Income Fund
|
18,000 | $326,700 | |
| 2 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
35,000 | $263,900 | |
| 3 | BLK |
BlackRock, Inc.
|
228 | $219,269 | |
| 4 | PFN |
PIMCO Income Strategy Fund II
|
28,069 | $193,395 | |
| 5 | NZF |
Nuveen Municipal Credit Income Fund
|
12,385 | $150,849 | |
| 6 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
20,663 | $150,426 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
11,800 | $122,484 |
All Filings in JPC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $263,900 | 35,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $344,675 | 42,500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $348,500 | 42,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $340,850 | 42,500 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $139,300 | 17,500 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $117,900 | 15,000 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $121,050 | 15,000 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $112,050 | 15,000 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $71,900 | 10,000 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||