Shufro Rose & Co’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 | $139K | Hold |
18,373
| – | – | 0.01% | 290 |
|
|
2025
Q4 | $149K | Hold |
18,373
| – | – | 0.01% | 284 |
|
|
2025
Q3 | $146K | Hold |
18,373
| – | – | 0.01% | 298 |
|
|
2025
Q2 | $146K | Hold |
18,373
| – | – | 0.01% | 294 |
|
|
2025
Q1 | $146K | Buy |
18,373
+5,532
| +43% | +$44.1K | 0.01% | 296 |
|
|
2024
Q4 | $101K | Sell |
12,841
-20,532
| -62% | -$165K | 0.01% | 287 |
|
|
2024
Q3 | $249K | Hold |
33,373
| – | – | 0.02% | 259 |
|
|
2024
Q2 | $249K | Buy |
33,373
+2,500
| +8% | +$18K | 0.02% | 259 |
|
|
2024
Q1 | $222K | Buy |
30,873
+13,373
| +76% | +$94.9K | 0.02% | 266 |
|
|
2023
Q4 | $111K | Hold |
17,500
| – | – | 0.01% | 288 |
|
|
2023
Q3 | $111K | Hold |
17,500
| – | – | 0.01% | 289 |
|
|
2023
Q2 | $113K | Hold |
17,500
| – | – | 0.01% | 293 |
|
|
2023
Q1 | $115K | Hold |
17,500
| – | – | 0.01% | 291 |
|
|
2022
Q4 | $127K | Hold |
17,500
| – | – | 0.01% | 302 |
|
|
2022
Q3 | $122K | Hold |
17,500
| – | – | 0.01% | 298 |
|
|
2022
Q2 | $134K | Hold |
17,500
| – | – | 0.01% | 284 |
|
|
2022
Q1 | $150K | Buy |
17,500
+7,500
| +75% | +$66.7K | 0.01% | 297 |
|
|
2021
Q4 | $98K | Hold |
10,000
| – | – | 0.01% | 297 |
|
|
2021
Q3 | $99K | Hold |
10,000
| – | – | 0.01% | 285 |
|
|
2021
Q2 | $100K | Hold |
10,000
| – | – | 0.01% | 281 |
|
|
2021
Q1 | $95K | Hold |
10,000
| – | – | 0.01% | 287 |
|
|
2020
Q4 | $95K | Hold |
10,000
| – | – | 0.01% | 271 |
|
|
2020
Q3 | $85K | Hold |
10,000
| – | – | 0.01% | 265 |
|
|
2020
Q2 | $82K | Hold |
10,000
| – | – | 0.01% | 269 |
|
|
2020
Q1 | $73K | Hold |
10,000
| – | – | 0.01% | 274 |
|
|
2019
Q4 | $105K | Hold |
10,000
| – | – | 0.01% | 296 |
|
|
2019
Q3 | $101K | Hold |
10,000
| – | – | 0.01% | 299 |
|
|
2019
Q2 | $99K | Hold |
10,000
| – | – | 0.01% | 286 |
|
|
2019
Q1 | $95K | Hold |
10,000
| – | – | 0.01% | 280 |
|
|
2018
Q4 | $83K | Hold |
10,000
| – | – | 0.01% | 277 |
|
|
2018
Q3 | $93K | Buy |
+10,000
| New | +$93.6K | 0.01% | 284 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 285 |
|
|
2018
Q1 | – | Sell |
-10,000
| Closed | -$98.7K | – | 287 |
|
|
2017
Q4 | $103K | Buy |
+10,000
| New | +$105K | 0.01% | 272 |
|
|
2017
Q3 | – | Sell |
-11,000
| Closed | -$115K | – | 277 |
|
|
2017
Q2 | $114K | Hold |
11,000
| – | – | 0.01% | 258 |
|
|
2017
Q1 | $108K | Hold |
11,000
| – | – | 0.01% | 262 |
|
|
2016
Q4 | $108K | Buy |
+11,000
| New | +$105K | 0.01% | 255 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 255 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 258 |
|
|
2016
Q1 | – | Sell |
-10,000
| Closed | -$92.4K | – | 259 |
|
|
2015
Q4 | $91K | Hold |
10,000
| – | – | 0.01% | 246 |
|
|
2015
Q3 | $89K | Hold |
10,000
| – | – | 0.01% | 246 |
|
|
2015
Q2 | $91K | Hold |
10,000
| – | – | 0.01% | 247 |
|
|
2015
Q1 | $95K | Hold |
10,000
| – | – | 0.01% | 253 |
|
|
2014
Q4 | $95K | Hold |
10,000
| – | – | 0.01% | 254 |
|
|
2014
Q3 | $92K | Hold |
10,000
| – | – | 0.01% | 254 |
|
|
2014
Q2 | $97K | Hold |
10,000
| – | – | 0.01% | 252 |
|
|
2014
Q1 | $92K | Hold |
10,000
| – | – | 0.01% | 250 |
|
|
2013
Q4 | $88K | Hold |
10,000
| – | – | 0.01% | 252 |
|
|
2013
Q3 | $86K | Hold |
10,000
| – | – | 0.01% | 240 |
|
|
2013
Q2 | $95K | Buy |
+10,000
| New | +$101K | 0.01% | 246 |
|
Other funds holding JPC
GC
