Jupiter Wealth Management LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1774207
GLENDALE, CO
Position in JPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,329,616
+$57,370 QoQ
Shares Held
168,733
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#54
of 328 holders
Holding Since
Sep 2023
6 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, 2026Jupiter Wealth Management LLC holds $4,916,248 across 5 Asset Management names. JPC ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
240,237 | $2,820,382 | |
| 2 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
168,733 | $1,329,616 | |
| 3 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
21,421 | $325,384 | |
| 4 | AFB |
Alliancebernstein National Municipal Income Fund
|
27,175 | $310,066 | |
| 5 | PMM |
Franklin Managed Municipal Income Trust
|
20,000 | $130,800 |
All Filings in JPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,329,616 | 168,733 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,272,246 | 168,733 | Shares | Sole | 2026-05-14 | |
| 2024-06-30 | $1,365,471 | 182,794 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,314,288 | 182,794 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,235,687 | 182,794 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,157,086 | 182,794 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||