Benchmark Investment Advisors LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1910971
CHICAGO, IL
Position in JPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$693,440
+$29,920 QoQ
Shares Held
88,000
0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#76
of 328 holders
Holding Since
Mar 2024
7 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, 2026Benchmark Investment Advisors LLC holds $693,440 across 1 Asset Management name. JPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
88,000 | $693,440 |
All Filings in JPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,440 | 88,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $663,520 | 88,000 | Shares | Sole | 2026-05-13 | |
| 2025-03-31 | $700,480 | 88,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $691,680 | 88,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $710,160 | 88,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $657,360 | 88,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $632,720 | 88,000 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||