JPC Nuveen Preferred & Income Opportunities Fund

XNYS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

JPC — —
Key stats
About
Exchange
XNYS
Market Cap
$2.6B
List Date
2003-03-27
CIK
0001216583
Homepage
https://www.nuveen.com

Nuveen Preferred & Income Opportunities Fund is a diversified closed-end management investment company. Its primary investment objective is to provide high current income, and its secondary investment objective is total return. The fund invests a majority of its assets in preferred securities and other income-producing securities, including hybrid securities such as contingent capital securities, and the rest of its investments are made in other securities, mainly income-oriented securities such as corporate and taxable municipal debt and common equity.

Fund profile
Taxable Bond Preferred Stock Nuveen
Expense ratio
—
Assets
$2.2B
shares × price, Oct 21, 2026
Trailing yield
—
Average daily volume
$18M
30 sessions
Holdings
—
Listed
Mar 27, 2003
NYSE
FrenzyCap ETF score
80
how it is built
Costn/a
Liquidity75
Scale87
Diversificationn/a

Moves with. US large-cap stocks (23% of its variance, beta 0.51); Small caps over large (5% of its variance, beta 0.22). These factors explain 31% of its daily moves over the last year, so most of what drives this fund is something else.

Overlap toolAll Preferred Stock ETFs

Similar funds
FundOverlapFeeAssets1Y
PFFiShares Trust iShares Preferred and Income Securities ETF—0.45%$11.9B−9.0%compare
FPEFirst Trust Preferred Securities and Income ETF—0.83%$5.8B−8.5%compare
PGXInvesco Preferred ETF—0.50%$3.6B−14.8%compare
PFFAVirtus InfraCap U.S. Preferred Stock ETF—2.11%$2.3B−12.2%compare
PFXFVanEck Preferred Securities ex Financials ETF—0.40%$2.3B−4.9%compare

The largest other funds in the Preferred Stock category.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-2.76%-6.89%8.59%6.44%-0.50%0.87%0.96%
Feb-1.73%-8.16%-7.60%-2.05%0.00%0.24%-3.22%
Mar3.72%1.18%-11.56%0.56%-0.62%-8.50%-2.54%
Apr2.74%-7.63%-1.99%-1.68%-2.39%2.44%-1.42%
May0.31%4.59%-1.56%0.84%1.41%-0.75%0.81%
Jun2.04%-6.25%1.09%3.89%1.52%-0.25%0.34%
Jul-0.10%6.77%0.30%3.09%-0.25%-2.10%1.28%
Aug0.20%-5.47%-1.21%1.81%0.37%-5.41%-1.62%
Sep-1.20%-11.35%-2.91%2.93%1.23%-7.46%-3.13%
Oct0.71%4.24%-3.66%-0.25%-0.85%-1.31%*-0.19%
Nov-6.21%2.14%4.21%0.00%0.61%--0.15%
Dec4.05%-5.70%4.00%-3.20%-0.86%---0.34%
Total1.31%-29.60%-13.06%12.65%-0.40%-20.65%-8.29%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $6.77
SMA 50: $7.11
SMA 200: $7.73
Current: $6.80
EMA 12: $6.79
EMA 26: $6.87
MACD: -0.0878 | Signal: 0.0305
BEARISH
ADX (14): 35.06
TREND
+DI: 20.59
−DI: 24.24

Momentum Oscillators

RSI (14): 44.58
NEUTRAL
Stoch %K: 52.01
Stoch %D: 51.04
Williams %R: -45.05

Volume & Volatility

BB Upper: $6.92
BB Lower: $6.63
NEUTRAL
OBV: -346,780
Vol SMA 20: 2,797,591
Vol ROC: 5.21%
ATR: $0.12
True Range: $0.13
HV 20: 21.4%
HV 30: 19.8%
HV 60: 15.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report: JPC

Executive Summary

  • Overall Assessment: NEUTRAL with a confidence level of 6/10
  • Key Drivers: Low volatility, stable technical indicators
  • Primary Risks: No significant news headlines or earnings data available
  • Recent News Sentiment Impact: Neutral sentiment from recent news articles (avg. sentiment: NEUTRAL)
  • Investment Thesis: JPC's low volatility and stable technical indicators make it an attractive option for income investors, but the lack of recent news headlines or earnings data limits its potential upside.

Technical Analysis

  • Trend Direction: Range-bound (1-4 weeks), Medium-term (1-3 months)
  • Support/Resistance Levels:
    • Upper Bollinger Band: $7.81
    • Middle Bollinger Band: $7.72
    • Lower Bollinger Band: $7.64
  • Momentum Signals:
    • RSI: 37.97 (neutral)
    • MACD: -0.03 / Signal: -0.00 / Histogram: -0.02 (bearish)
    • Bollinger Bands: neutral signal
  • Volume Analysis: Low volume, no significant trends or patterns

News & Sentiment Analysis

  • Recent Headlines Summary: Neutral sentiment from recent news articles (avg. sentiment: NEUTRAL)
  • Sentiment Assessment: Neutral sentiment dominant in recent headlines
  • Catalyst Identification: No specific catalysts identified due to lack of recent news headlines or earnings data
  • Market Narrative: JPC's technical indicators and low volatility create a stable market environment, but the absence of significant news or earnings data limits its potential for growth.

Risk & Volatility Assessment

  • Beta Interpretation: Low risk relative to market (beta = 0.47)
  • Volatility Regime: Low volatility regime
  • Options Market Signals: No options data available
  • Downside Protection: Support levels and risk management considerations: $7.64, $7.52, and $7.40

Market Context & Positioning

  • Sector Performance: Neutral performance relative to sector/market
  • Institutional Activity: No significant institutional activity detected
  • Correlation Analysis: Low correlation with market (R-squared interpretation)
  • Relative Valuation: Position within trading range, no significant valuation metrics available

Key Levels & Action Items

  • Critical Price Levels:
    • Upper Bollinger Band: $7.81
    • Middle Bollinger Band: $7.72
    • Lower Bollinger Band: $7.64
  • Breakout/Breakdown Levels: No specific levels detected due to range-bound market
  • Time-Sensitive Catalysts: None available
  • Risk Management: Stop-loss levels and position sizing considerations: $7.40, $7.25, and $7.10

Data Quality Flags: Flag when key data sources are missing (earnings information and options activity).

Generated
News
All JPC news →
Showing 1–10 of 11
Page 1 of 2

JPC Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 0.5104
Alpha: -24.91%
Correlation: 0.4803
R-Squared: 23.1%
Stock Volatility: 13.5%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own JPC
1 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Rockefeller Capital Management Family office
Rockefeller family
$426K
0.00%
#2171 of 4729+8.0%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

JPC Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

346 filers66,478,833 shares$520.20M value
# Filer Shares Value % of Total % of Float Period
1 Morgan Stanley Custodian 5,655,933 $44.57M 8.57% — 2026-06-30
2 Bank of America Corp Custodian 5,038,736 $39.71M 7.63% — 2026-06-30
3 Wells Fargo & Company Custodian 4,690,122 $36.96M 7.10% — 2026-06-30
4 UBS Group AG Custodian 4,361,872 $34.37M 6.61% — 2026-06-30
5 Raymond James Financial, Inc. Custodian 4,146,808 $32.68M 6.28% — 2026-06-30
6 Royal Bank of Canada Custodian 2,914,736 $22.97M 4.42% — 2026-06-30
7 Invesco Ltd. Custodian 2,704,154 $21.31M 4.10% — 2026-06-30
8 LPL Financial LLC Custodian 2,411,543 $19.00M 3.65% — 2026-06-30
9 GUGGENHEIM CAPITAL LLC 1,692,635 $13.34M 2.56% — 2026-06-30
10 CAPTRUST FINANCIAL ADVISORS 1,552,780 $12.24M 2.35% — 2026-06-30
11 OSAIC HOLDINGS, INC. Custodian 1,365,893 $10.76M 2.07% — 2026-06-30
12 COMMONWEALTH EQUITY SERVICES, LLC 1,222,486 $9.63M 1.85% — 2026-06-30
13 Cerity Partners LLC Custodian 1,217,956 $9.60M 1.84% — 2026-06-30
14 Janney Montgomery Scott LLC 1,107,404 $8.73M 1.68% — 2026-06-30
15 GREATMARK INVESTMENT PARTNERS, INC. 973,962 $7.67M 1.48% — 2026-06-30
16 MGO ONE SEVEN LLC 956,230 $7.54M 1.45% — 2026-06-30
17 TRUIST FINANCIAL CORP Custodian 895,417 $7.06M 1.36% — 2026-06-30
18 Cetera Investment Advisers Custodian 833,198 $6.57M 1.26% — 2026-06-30
19 Ameriprise Financial, Inc. Custodian 825,013 $6.50M 1.25% — 2026-06-30
20 COHEN & STEERS, INC. 785,251 $6.19M 1.19% — 2026-06-30
21 Kestra Advisory Services, LLC 759,329 $5.98M 1.15% — 2026-06-30
22 Smith Asset Management Co., LLC 874,373 $5.96M 1.15% — 2026-09-30
23 FCA CORP /TX 554,077 $4.37M 0.84% — 2026-06-30
24 Moors & Cabot, Inc. 544,903 $4.29M 0.83% — 2026-06-30
25 Stifel Financial Corp Custodian 479,664 $3.78M 0.73% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

JPC Insider Trading (Form 4)

Latest: 2025-05-06
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2025-05-06 Nathaniel T. Jones Vice President and Treasurer Sell (S) −869 $7.79 -$6.8K EDGAR
2024-03-11 Michael A Perry Vice President Buy (P) +7,900 $7.18 $56.8K EDGAR
2023-12-21 Jack Evans Sell (S) −4,241 $6.75 -$28.6K EDGAR
2023-11-13 Nathaniel T. Jones Vice President and Treasurer Buy (P) +2,500 $6.22 $15.6K EDGAR
2017-06-23 Lili Yeh Sell (S) −521 $10.37 -$5.4K EDGAR
2017-06-13 Nathaniel T. Jones Vice President and Treasurer Other (J) +869 — EDGAR
2017-06-12 Lili Yeh Other (J) +521 — EDGAR
2017-04-10 Nuveen Fund Advisors, LLC Sell (S) −7,000 $9.86 -$69.0K EDGAR
2013-12-27 Jack Evans Sell (S) −2,000 $8.92 -$17.8K EDGAR
2013-12-17 Robert P Bremner Director Sell (S) −3,500 $8.51 -$29.8K EDGAR
2012-07-30 Gifford R Zimmerman Chief Administrative Officer Sell (S) −1,000 $9.60 -$9.6K EDGAR
2009-06-02 David J Lamb Vice President Buy (P) +2,500 $10.86 $27.1K EDGAR
2008-11-20 Bernard Sussman Sell (S) −15,000 $3.72 -$55.8K EDGAR
2008-02-21 Gifford R Zimmerman Chief Administrative Officer Buy (P) +1,000 $11.04 $11.0K EDGAR
2008-01-30 William J Schneider Director Sell (S) −1,050 $11.46 -$12.0K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

JPC Insider Holdings

1 insider · @ $6.80
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Nathaniel T. Jones Vice President and Treasurer 2,500 $17.0K $8.8K 3 2025-05-06
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
2 ETFs hold JPC
2 shown · $21.69M total exposure · 0.76% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 PCEF Invesco CEF Income Composite ETF Invesco 2.82% $21.1M — 2026-10-20
2 FCEF First Trust Income Opportunities ETF First Trust 0.76% $607,934 $79.6M 2026-10-20
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.