Cerity Partners
JPC icon

Cerity Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Cerity Partners’s Portfolio JPC Stock Details JPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9M Buy
1,194,265
+168,645
+16% +$1.36M 0.01% 749
2025
Q4 		$8.32M Buy
1,025,620
+27,078
+3% +$220K 0.01% 719
2025
Q3 		$8.19M Buy
998,542
+30,433
+3% +$247K 0.01% 659
2025
Q2 		$7.76M Buy
968,109
+185,622
+24% +$1.44M 0.01% 630
2025
Q1 		$6.23M Buy
782,487
+210,802
+37% +$1.68M 0.01% 653
2024
Q4 		$4.49M Buy
571,685
+56,142
+11% +$452K 0.01% 753
2024
Q3 		$4.16M Buy
515,543
+83,119
+19% +$645K 0.01% 779
2024
Q2 		$3.23M Buy
432,424
+89,162
+26% +$640K 0.01% 738
2024
Q1 		$2.47M Buy
343,262
+68,507
+25% +$486K 0.01% 886
2023
Q4 		$1.86M Buy
274,755
+264,703
+2,633% +$1.68M 0.01% 790
2023
Q3 		$63.6K Sell
10,052
-2,500
-20% -$16.1K ﹤0.01% 1351
2023
Q2 		$81.3K Hold
12,552
– – ﹤0.01% 1555
2023
Q1 		$82.6K Hold
12,552
– – ﹤0.01% 1782
2022
Q4 		$91.4K Buy
+12,552
New +$91.1K ﹤0.01% 1413

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