Rockefeller Capital Management L.P.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1739439
NEW YORK, NY
Position in JPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$425,590
+$48,523 QoQ
Shares Held
54,009
+8.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#106
of 328 holders
Holding Since
Sep 2020
23 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, 2026Rockefeller Capital Management L.P. holds $1,201,278,278 across 321 Asset Management names. JPC ranks #148 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
235,607 | $226,550,264 | |
| 2 | BX |
Blackstone Inc.
|
1,124,085 | $132,271,080 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
1,688,146 | $65,922,098 | |
| 4 | APO |
Apollo Global Management, Inc.
|
448,214 | $53,028,196 | |
| 5 | KKR |
KKR & Co. Inc.
|
544,246 | $49,950,894 | |
| 6 | ARCC |
Ares Capital Corp
|
2,692,567 | $49,893,265 | |
| 7 | AMP |
Ameriprise Financial Inc
|
100,020 | $45,885,173 | |
| 8 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
2,799,784 | $36,061,217 |
All Filings in JPC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,590 | 54,009 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $377,067 | 50,009 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $423,414 | 52,209 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $511,999 | 62,439 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $502,396 | 62,643 | Shares | Defined | 2025-08-08 | |
| 2024-12-31 | $316,113 | 40,218 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $224,822 | 27,859 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $248,340 | 33,245 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $926,222 | 128,821 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,366,141 | 645,879 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,834,959 | 289,883 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,863,291 | 287,545 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $745,836 | 113,349 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $777,241 | 106,764 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $739,771 | 106,442 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $1,133,622 | 148,186 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,234,164 | 143,842 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,526,024 | 156,355 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,607,760 | 162,400 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,224,326 | 122,678 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $801,905 | 84,500 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $802,750 | 84,500 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $717,405 | 84,500 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||