SMITHBRIDGE ASSET MANAGEMENT INC/DE
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1103245
Chadds Ford, PA
Position in JPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$252,160
+$10,413 QoQ
Shares Held
32,000
-0.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#140
of 330 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SMITHBRIDGE ASSET MANAGEMENT INC/DE holds $10,446,582 across 5 Asset Management names. JPC ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
64,298 | $7,607,096 | |
| 2 | BLK |
BlackRock, Inc.
|
2,138 | $2,055,815 | |
| 3 | TROW |
Price T Rowe Group Inc
|
3,500 | $397,915 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
32,000 | $252,160 | |
| 5 | SLRC |
SLR Investment Corp.
|
10,800 | $133,596 |
All Filings in JPC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,160 | 32,000 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $241,747 | 32,062 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||