MORGAN STANLEY

Position in JPC — Nuveen Preferred & Income Opportunities Fund

CIK 895421 NEW YORK, NY

Back to JPC Full portfolio

Position in JPC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$44,568,750

+$3,529,347 QoQ

Shares Held

5,655,933

+3.9% QoQ

Ownership

1.51%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 328 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in JPC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $26,924,699,662 across 472 Asset Management names. JPC ranks #100 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	34,842,332	$4,099,897,196
2	BLK	BlackRock, Inc.	3,487,404	$3,353,348,182
3	APO	Apollo Global Management, Inc.	8,937,664	$1,057,415,020
4	KKR	KKR & Co. Inc.	9,004,913	$826,470,907
5	STT	State Street Corp	4,731,988	$802,545,157
6	AMP	Ameriprise Financial Inc	1,743,842	$800,004,946
7	BN	BROOKFIELD Corp /ON/	13,738,306	$585,114,445
8	AMG	Affiliated Managers Group, Inc.	1,487,219	$503,274,901

All Filings in JPC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,568,750	5,655,933	+3.9%	Shares	Defined	2026-08-13
2026-03-31	$41,039,403	5,442,892	-21.3%	Shares	Defined	2026-05-15
2025-12-31	$56,108,417	6,918,424	-7.1%	Shares	Defined	2026-05-27
2025-09-30	$61,051,557	7,445,312	+8.1%	Shares	Defined	2026-05-27
2025-06-30	$55,233,650	6,886,989	+1.6%	Shares	Defined	2025-08-15
2025-03-31	$53,975,031	6,780,783	-11.4%	Shares	Defined	2025-05-15
2024-12-31	$60,179,915	7,656,478	-18.3%	Shares	Defined	2025-05-15
2024-09-30	$75,671,814	9,376,929	-24.2%	Shares	Defined	2025-05-14
2024-06-30	$92,413,361	12,371,267	-8.1%	Shares	Defined	2025-05-14
2024-03-31	$96,774,277	13,459,566	+7.6%	Shares	Defined	2024-10-17
2023-12-31	$84,525,463	12,503,767	+577.1%	Shares	Defined	2024-08-16
2023-09-30	$11,690,210	1,846,795	+48.2%	Shares	Defined	2023-11-15
2023-06-30	$8,073,781	1,245,954	-0.4%	Shares	Defined	2023-08-14
2023-03-31	$8,229,329	1,250,658	-2.5%	Shares	Defined	2023-05-15
2022-12-31	$9,337,370	1,282,606	-11.5%	Shares	Defined	2023-02-14
2022-09-30	$10,068,289	1,448,675	-31.9%	Shares	Defined	2022-11-14
2022-06-30	$16,262,591	2,125,829	+79.0%	Shares	Defined	2022-10-27
2022-03-31	$10,189,315	1,187,566	-26.0%	Shares	Defined	2022-10-27
2021-12-31	$15,660,603	1,604,570	+0.4%	Shares	Defined	2022-02-14
2021-09-30	$15,828,011	1,598,789	+3.9%	Shares	Defined	2021-11-15
2021-06-30	$15,364,160	1,539,495	+0.6%	Shares	Defined	2021-08-23
2021-03-31	$14,516,331	1,529,645	+2.9%	Shares	Defined	2021-05-17
2020-12-31	$14,121,664	1,486,491	+1.2%	Shares	Defined	2021-02-16
2020-09-30	$12,473,048	1,469,146	-15.8%	Shares	Defined	2020-11-13
2020-06-30	$14,352,139	1,743,881	+1.8%	Shares	Defined	2020-08-14
2020-03-31	$12,570,109	1,712,549	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.