Glass Jacobson Investment Advisors llc

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 1964394 OWINGS MILLS, MD

Position in JPC

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$170,192

-$12,299 QoQ

Shares Held

22,572

+0.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Glass Jacobson Investment Advisors llc holds $2,486,455 across 12 Asset Management names. JPC ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	101,277	$1,682,210
2	BX	Blackstone Inc.	2,770	$318,522
3	ARCC	Ares Capital Corp	9,950	$179,299
4	JPC	Nuveen Preferred & Income Opportunities Fund This page	22,572	$170,192
5	AB	Alliancebernstein Holding L.P.	1,203	$45,040
6	BLK	BlackRock, Inc.	34	$32,698
7	HPF	John Hancock Preferred Income Fund II	1,975	$30,829
8	PGZ	Principal Real Estate Income Fund	1,420	$13,646

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$170,192	22,572	+0.3%	Shares	Sole	2026-04-23
2025-12-31	$182,491	22,502	+0.2%	Shares	Sole	2026-01-22
2025-09-30	$184,188	22,462	0.0%	Shares	Sole	2025-10-29
2025-06-30	$180,145	22,462	-6.1%	Shares	Sole	2025-07-31
2025-03-31	$190,419	23,922	0.0%	Shares	Sole	2025-04-01
2024-12-31	$188,026	23,922	+78.5%	Shares	Sole	2025-02-13
2024-09-30	$108,154	13,402	-14.5%	Shares	Sole	2024-11-15
2024-06-30	$117,099	15,676	-8.9%	Shares	Sole	2024-08-12
2024-03-31	$123,747	17,211	+2.7%	Shares	Sole	2024-04-26
2023-12-31	$113,304	16,761	+1017.4%	Shares	Sole	2024-01-22
2023-09-30	$9,495	1,500	0.0%	Shares	Sole	2023-11-07
2023-06-30	$9,720	1,500	0.0%	Shares	Sole	2023-07-25
2022-12-31	$10,920	1,500	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.