SMITH SHELLNUT WILSON LLC /ADV
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 944317
RIDGELAND, MS
Position in JPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$101,297
+$4,371 QoQ
Shares Held
12,855
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#231
of 328 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SMITH SHELLNUT WILSON LLC /ADV holds $512,287 across 2 Asset Management names. JPC ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
4,478 | $410,990 | |
| 2 | JPC |
Nuveen Preferred & Income Opportunities Fund
This page
|
12,855 | $101,297 |
All Filings in JPC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,297 | 12,855 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $96,926 | 12,855 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $104,254 | 12,855 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $105,411 | 12,855 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $103,097 | 12,855 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $102,325 | 12,855 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $101,040 | 12,855 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $103,739 | 12,855 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $96,026 | 12,855 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $92,427 | 12,855 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $86,899 | 12,855 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||