LifeSteps Financial, Inc.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1801373
CLAREMONT, CA
Position in JPC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$97,081
+$10,221 QoQ
Shares Held
12,320
+6.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#39
of 60 holders
Holding Since
Dec 2022
15 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, 2026LifeSteps Financial, Inc. holds $619,823 across 40 Asset Management names. JPC ranks #1 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
12,320 | $97,081 | |
| 2 | BX |
Blackstone Inc.
|
596 | $70,131 | |
| 3 | TROW |
Price T Rowe Group Inc
|
600 | $68,214 | |
| 4 | MAIN |
Main Street Capital CORP
|
1,303 | $67,599 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
2,026 | $37,764 | |
| 6 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
3,000 | $22,680 | |
| 7 | STT |
State Street Corp
|
100 | $16,960 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
1,000 | $16,700 |
All Filings in JPC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,081 | 12,320 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $86,860 | 11,520 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $93,427 | 11,520 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $94,464 | 11,520 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $92,390 | 11,520 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $91,699 | 11,520 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $90,547 | 11,520 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $92,966 | 11,520 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $86,054 | 11,520 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $82,828 | 11,520 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $77,875 | 11,520 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $72,921 | 11,520 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $74,649 | 11,520 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $125,678 | 19,100 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $139,048 | 19,100 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||