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EP Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

EP Wealth Advisors’s Portfolio JPC Stock Details JPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,917
Closed -$166K – 405
2019
Q4 		$166K Buy
+15,917
New +$166K 0.01% 405