James Investment Research’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
2025 Q2	–	Sell	-36,500	Closed	-$291K	–	343
2025 Q1	$291K	Hold	36,500	–	–	0.04%	269
2024 Q4	$287K	Hold	36,500	–	–	0.03%	272
2024 Q3	$295K	Hold	36,500	–	–	0.03%	273
2024 Q2	$273K	Hold	36,500	–	–	0.03%	270
2024 Q1	$262K	Buy	+36,500	New	+$259K	0.03%	273
2023 Q2	–	Sell	-7,000	Closed	-$46K	–	409
2023 Q1	$46K	Hold	7,000	–	–	0.01%	371
2022 Q4	$51K	Hold	7,000	–	–	0.01%	354
2022 Q3	$49K	Hold	7,000	–	–	0.01%	370
2022 Q2	$54K	Hold	7,000	–	–	0.01%	342
2022 Q1	$60K	Hold	7,000	–	–	0.01%	345
2021 Q4	$68K	Hold	7,000	–	–	0.01%	355
2021 Q3	$69K	Hold	7,000	–	–	0.01%	354
2021 Q2	$70K	Hold	7,000	–	–	0.01%	357
2021 Q1	$66K	Hold	7,000	–	–	0.01%	358
2020 Q4	$67K	Hold	7,000	–	–	0.01%	353
2020 Q3	$59K	Hold	7,000	–	–	0.01%	319
2020 Q2	$58K	Hold	7,000	–	–	0.01%	312
2020 Q1	$51K	Hold	7,000	–	–	0.01%	306
2019 Q4	$73K	Hold	7,000	–	–	0.01%	349
2019 Q3	$70K	Hold	7,000	–	–	0.01%	391
2019 Q2	$69K	Buy	+7,000	New	+$67.5K	0.01%	477