Gerber Kawasaki Wealth & Investment Management
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1666736
SANTA MONICA, CA
Position in JPC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$125,329
+$16,445 QoQ
Shares Held
16,622
+23.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026Gerber Kawasaki Wealth & Investment Management holds $6,472,247 across 10 Asset Management names. JPC ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
36,742 | $4,224,962 | |
| 2 | NCA |
Nuveen California Municipal Value Fund
|
52,654 | $493,894 | |
| 3 | NBB |
Nuveen Taxable Municipal Income Fund
|
27,492 | $430,524 | |
| 4 | NAC |
Nuveen California Quality Municipal Income Fund
|
34,925 | $406,876 | |
| 5 | BLK |
BlackRock, Inc.
|
314 | $301,976 | |
| 6 | NXP |
Nuveen Select Tax Free Income Portfolio
|
15,050 | $215,967 | |
| 7 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
19,200 | $163,584 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
16,622 | $125,329 |
All Filings in JPC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,329 | 16,622 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $108,884 | 13,426 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $108,814 | 13,270 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $105,535 | 13,159 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $103,870 | 13,049 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $103,618 | 12,840 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $99,933 | 13,899 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $101,095 | 14,955 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $190,216 | 30,050 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $242,805 | 37,470 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $332,750 | 50,570 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $419,772 | 57,661 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $639,128 | 91,961 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $885,785 | 115,789 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,730,062 | 201,639 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,781,677 | 489,926 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,564 | 158 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,739,182 | 474,868 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,174,233 | 439,856 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,769,657 | 396,806 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,228,797 | 380,306 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,160,468 | 384,018 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,040,160 | 277,951 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||