Corient Private Wealth
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Corient Private Wealth’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Corient Private Wealth’s Portfolio JPC Stock Details JPC Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$136K Hold
2025
Q2 		$133K Sell
2025
Q1 		$165K Buy
2024
Q4 		$138K Buy
2024
Q3 		$127K Sell
2024
Q2 		$136K Sell
2024
Q1 		$369K Buy
2023
Q4 		$188K Buy