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Royal Fund Management, LLC

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1810099 Lady Lake, FL

Position in JPC

as of Mar 31, 2026 · filed May 19, 2026
Position Value
$105,816
-$6,288 QoQ
Shares Held
14,034
+1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
4 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, 2026

Royal Fund Management, LLC holds $7,388,364 across 2 Asset Management names.

# Ticker Company Shares Value (USD) Open

All Filings in JPC

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4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $105,816 14,034
2025-12-31 $112,104 13,823
2025-09-30 $91,733 11,187
2024-09-30 $133,558 16,550