Summit Trail Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Buy |
18,299
+458
| +3% | +$3.7K | ﹤0.01% | 1076 |
|
|
2025
Q1 | $143K | Buy |
17,841
+294
| +2% | +$2.36K | ﹤0.01% | 394 |
|
|
2024
Q4 | $138K | Buy |
17,547
+869
| +5% | +$6.83K | 0.01% | 371 |
|
|
2024
Q3 | $138K | Sell |
16,678
-22,611
| -58% | -$187K | ﹤0.01% | 690 |
|
|
2024
Q2 | $296K | Buy |
+39,289
| New | +$296K | 0.01% | 497 |
|