GREATMARK INVESTMENT PARTNERS, INC.

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1540944 COLUMBUS, GA

Position in JPC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$7,674,820

+$241,436 QoQ

Shares Held

973,962

-1.2% QoQ

Ownership

0.260%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#15

of 328 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GREATMARK INVESTMENT PARTNERS, INC. holds $44,864,572 across 7 Asset Management names. JPC ranks #2 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	48,630	$22,309,498
2	JPC	Nuveen Preferred & Income Opportunities Fund This page	973,962	$7,674,820
3	CHY	Calamos Convertible & High Income Fund	300,632	$4,094,607
4	NZF	Nuveen Municipal Credit Income Fund	316,300	$4,010,684
5	LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	168,275	$3,560,699
6	VGM	Invesco Trust for Investment Grade Municipals	248,750	$2,636,750
7	APAM	Artisan Partners Asset Management Inc.	16,725	$577,514

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,674,820	973,962	-1.2%	Shares	Sole	2026-07-24
2026-03-31	$7,433,384	985,860	-1.7%	Shares	Sole	2026-04-28
2025-12-31	$8,131,021	1,002,592	-0.4%	Shares	Sole	2026-01-27
2025-09-30	$8,256,621	1,006,905	-0.5%	Shares	Sole	2025-10-31
2025-06-30	$8,113,954	1,011,715	+1.3%	Shares	Sole	2025-07-30
2025-03-31	$7,948,577	998,565	+0.5%	Shares	Sole	2025-05-01
2024-12-31	$7,812,918	994,010	-2.8%	Shares	Sole	2025-02-10
2024-09-30	$8,249,492	1,022,242	-0.8%	Shares	Sole	2024-10-31
2024-06-30	$7,694,817	1,030,096	+6.5%	Shares	Sole	2024-08-08
2024-03-31	$6,954,426	967,236	+12.1%	Shares	Sole	2024-05-09
2023-12-31	$5,831,939	862,713	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.