BankPlus Wealth Management LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 2051117
JACKSON, MS
Position in JPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$85,828
+$3,703 QoQ
Shares Held
10,892
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#258
of 328 holders
Holding Since
Sep 2025
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, 2026BankPlus Wealth Management LLC holds $1,374,618 across 4 Asset Management names. JPC ranks #4 (6.2% of the industry book) .
All Filings in JPC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,828 | 10,892 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $82,125 | 10,892 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $88,334 | 10,892 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $94,357 | 11,507 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||