Johnson & White Wealth Management, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1954136
YORK, PA
Position in JPC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$95,812
+$6,004 QoQ
Shares Held
12,159
+2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#86
of 125 holders
Holding Since
Jun 2025
5 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, 2026Johnson & White Wealth Management, LLC holds $754,673 across 3 Asset Management names. JPC ranks #3 (12.7% of the industry book) .
All Filings in JPC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,812 | 12,159 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $89,808 | 11,911 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $95,430 | 11,767 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $107,641 | 13,127 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $105,278 | 13,127 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||