River Wealth Advisors LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1642570
CAMP HILL, PA
Position in JPC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$115,741
+$4,994 QoQ
Shares Held
14,688
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#212
of 328 holders
Holding Since
Sep 2025
4 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, 2026River Wealth Advisors LLC holds $9,189,309 across 4 Asset Management names. JPC ranks #4 (1.3% of the industry book) .
All Filings in JPC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,741 | 14,688 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $110,747 | 14,688 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $119,119 | 14,688 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $120,441 | 14,688 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||