Back to JPC
Capital Investment Advisors, LLC → JPC
Capital Investment Advisors, LLC JPC Position History
Nuveen Preferred & Income Opportunities Fund • Financial Services
Quarters held
5
Latest value
$1.5M
Q3 2026
Peak value
$2.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.6M |
| Q1 2026 | $2M |
| Q1 2026 | $2M |
| Q2 2026 | $1.9M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 225.4K | — | — |
| Q2 2026 | $1.9M | 236.5K | — | — |
| Q1 2026 | $2M | 269.9K | — | — |
| Q1 2026 | $2M | 269.9K | — | — |
| Q4 2025 | $2.6M | 314.7K | — | — |
Other funds holding JPC
$434.3M
$50M
$41.3M
$41.3M
$41.2M
$41.2M
$40.9M