Curi RMB Capital’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $463K | Sell |
60,965
-14,648
| -19% | -$118K | 0.01% | 621 |
|
|
2025
Q4 | $613K | Hold |
75,613
| – | – | 0.01% | 558 |
|
|
2025
Q3 | $623K | Buy |
75,613
+38,797
| +105% | +$315K | 0.01% | 483 |
|
|
2025
Q2 | $297K | Buy |
36,816
+41
| +0.1% | +$318 | 0.01% | 587 |
|
|
2025
Q1 | $295K | Buy |
+36,775
| New | +$293K | 0.01% | 437 |
|
|
2024
Q2 | – | Sell |
-37,045
| Closed | -$266K | – | 548 |
|
|
2024
Q1 | $266K | Sell |
37,045
-540
| -1% | -$3.83K | 0.01% | 510 |
|
|
2023
Q4 | $254K | Hold |
37,585
| – | – | 0.01% | 462 |
|
|
2023
Q3 | $238K | Sell |
37,585
-5,525
| -13% | -$35.7K | 0.01% | 456 |
|
|
2023
Q2 | $279K | Hold |
43,110
| – | – | 0.01% | 445 |
|
|
2023
Q1 | $284K | Buy |
43,110
+3,235
| +8% | +$23.6K | 0.01% | 430 |
|
|
2022
Q4 | $290K | Sell |
39,875
-48,576
| -55% | -$352K | 0.01% | 419 |
|
|
2022
Q3 | $615K | Sell |
88,451
-19,441
| -18% | -$152K | 0.02% | 334 |
|
|
2022
Q2 | $825K | Sell |
107,892
-26,695
| -20% | -$213K | 0.03% | 297 |
|
|
2022
Q1 | $1.16M | Hold |
134,587
| – | – | 0.04% | 239 |
|
|
2021
Q4 | $1.31M | Hold |
134,587
| – | – | 0.04% | 245 |
|
|
2021
Q3 | $1.33M | Buy |
134,587
+1,454
| +1% | +$14.5K | 0.04% | 242 |
|
|
2021
Q2 | $1.33M | Sell |
133,133
-15,465
| -10% | -$151K | 0.04% | 246 |
|
|
2021
Q1 | $1.41M | Sell |
148,598
-3,120
| -2% | -$28.8K | 0.05% | 220 |
|
|
2020
Q4 | $1.44M | Sell |
151,718
-10,904
| -7% | -$96.8K | 0.05% | 259 |
|
|
2020
Q3 | $1.38M | Buy |
162,622
+438
| +0.3% | +$3.77K | 0.06% | 243 |
|
|
2020
Q2 | $1.33M | Sell |
162,184
-40,781
| -20% | -$325K | 0.06% | 253 |
|
|
2020
Q1 | $1.49M | Sell |
202,965
-38,555
| -16% | -$366K | 0.08% | 227 |
|
|
2019
Q4 | $2.53M | Sell |
241,520
-32,344
| -12% | -$329K | 0.09% | 243 |
|
|
2019
Q3 | $2.75M | Sell |
273,864
-685
| -0.2% | -$6.78K | 0.1% | 253 |
|
|
2019
Q2 | $2.72M | Sell |
274,549
-54,893
| -17% | -$530K | 0.09% | 268 |
|
|
2019
Q1 | $3.14M | Sell |
329,442
-9,657
| -3% | -$88.8K | 0.11% | 262 |
|
|
2018
Q4 | $2.83M | Sell |
339,099
-284,061
| -46% | -$2.51M | 0.1% | 278 |
|
|
2018
Q3 | $5.78M | Buy |
623,160
+24,413
| +4% | +$228K | 0.17% | 185 |
|
|
2018
Q2 | $5.59M | Buy |
598,747
+23,409
| +4% | +$230K | 0.17% | 192 |
|
|
2018
Q1 | $5.76M | Sell |
575,338
-46,700
| -8% | -$461K | 0.18% | 193 |
|
|
2017
Q4 | $6.43M | Buy |
+622,038
| New | +$6.51M | 0.2% | 175 |
|
|
2016
Q1 | – | Sell |
-44,359
| Closed | -$406K | – | 439 |
|
|
2015
Q4 | $406K | Buy |
+44,359
| New | +$406K | 0.03% | 317 |
|
Other funds holding JPC
GC
