Janney Montgomery Scott LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1329948
PHILADELPHIA, PA
Position in JPC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,726,343
+$378,719 QoQ
Shares Held
1,107,404
+0.0% QoQ
Ownership
0.295%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#14
of 328 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $793,422,871 across 245 Asset Management names. JPC ranks #20 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
840,150 | $98,860,450 | |
| 2 | BLK |
BlackRock, Inc.
|
102,643 | $98,697,403 | |
| 3 | APO |
Apollo Global Management, Inc.
|
264,002 | $31,234,076 | |
| 4 | KKR |
KKR & Co. Inc.
|
261,123 | $23,965,868 | |
| 5 | ARCC |
Ares Capital Corp
|
1,094,339 | $20,278,101 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
1,852,474 | $20,136,392 | |
| 7 | TROW |
Price T Rowe Group Inc
|
167,714 | $19,067,404 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
1,803,728 | $17,694,571 |
All Filings in JPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,726,343 | 1,107,404 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,347,624 | 1,107,112 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,050,111 | 1,115,920 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,074,431 | 1,106,638 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,583,566 | 571,517 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,313,086 | 541,845 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,070,627 | 645,118 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,931,108 | 611,042 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,010,919 | 536,937 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,830,616 | 532,770 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,916,176 | 431,387 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,476,137 | 233,197 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,973,788 | 304,597 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,034,733 | 309,230 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,963,175 | 269,667 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,761,262 | 253,419 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,890,039 | 247,064 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,343,628 | 156,600 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,424,188 | 145,921 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,571,832 | 158,771 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,552,878 | 155,599 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,371,200 | 144,489 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,350,358 | 142,143 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,207,727 | 142,253 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,080,919 | 131,339 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,138,492 | 155,108 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||