DWM
JPC icon

Diversify Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Diversify Wealth Management’s Portfolio JPC Stock Details JPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$589K Hold
73,000
– – 0.04% 347
2025
Q1 		$564K Hold
73,000
– – 0.04% 336
2024
Q4 		$581K Buy
+73,000
New +$581K 0.05% 323