JPC β€” NUVEEN PREFERRED & INCOME OP

Ownership history in Coastline Trust Co  Β·  10 quarters on record

AI Ownership Summary

Coastline Trust Co reported NUVEEN PREFERRED & INCOME OP (JPC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows JPC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coastline Trust Co's position in NUVEEN PREFERRED & INCOME OP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JPC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coastline Trust Co held JPC β€” position size vs. price
% of Fund (quarterly)    JPC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 12,143 β€” 0% 0.01% $92K 2026-05-15 (Est.) $7.66
2025 Q4 UNCHANGED 12,143 β€” 0% 0.01% $98K 2026-01-05 $7.92
2025 Q3 UNCHANGED 12,143 β€” 0% 0.01% $100K 2025-10-21 $7.84
2025 Q2 UNCHANGED 12,143 β€” 0% 0.01% $97K 2025-07-17 $7.55
2025 Q1 UNCHANGED 12,143 β€” 0% 0.01% $97K 2025-04-28 $7.09
2024 Q4 ADDED 12,143 +2,000 +19.7% 0.01% $95K 2025-02-13 $7.17
2024 Q3 UNCHANGED 10,143 β€” 0% 0.01% $82K 2024-11-06 $6.97
2024 Q2 UNCHANGED 10,143 β€” 0% 0.01% $76K 2024-07-15 $6.48
2024 Q1 UNCHANGED 10,143 β€” 0% 0.01% $73K 2024-04-26 $5.80
2023 Q4 INITIATED 10,143 β€” β€” 0.01% $69K 2024-01-23 $5.78

🏒 Other funds also holding JPC

As of 2026 Q1 β€” sorted by position size

McAlister, Sweet & Associates, Inc. 3Y 0.08% BEACON FINANCIAL GROUP 3Y 7Y 0.01%

FAQ About Coastline Trust Co and JPC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coastline Trust Co reported owning JPC?

Coastline Trust Co reported JPC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPC position in Coastline Trust Co's portfolio?

The largest reported portfolio weight for JPC was 0.01% in 2025 Q1.

What is the latest reported JPC position on this page?

The most recent filing on this page is 2026 Q1, when Coastline Trust Co reported 12,143 shares, equal to 0.01% of portfolio, with an estimated market value of $92K.

What does the chart on this JPC ownership page compare?

The chart compares Coastline Trust Co's quarterly JPC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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