McAlister, Sweet & Associates, Inc.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1774087
HOUSTON, TX
Position in JPC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$233,114
+$103,494 QoQ
Shares Held
29,583
+72.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#151
of 328 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026McAlister, Sweet & Associates, Inc. holds $507,821 across 3 Asset Management names. JPC ranks #1 (45.9% of the industry book) .
All Filings in JPC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,114 | 29,583 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $129,620 | 17,191 | Shares | Sole | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||