Back to JPC
Concurrent Investment Advisors, LLC → JPC
Concurrent Investment Advisors, LLC JPC Position History
Nuveen Preferred & Income Opportunities Fund • Financial Services
Quarters held
8
Latest value
$961K
Q3 2026
Peak value
$961K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $404K |
| Q4 2025 | $5K |
| Q4 2025 | $398K |
| Q1 2026 | $370K |
| Q1 2026 | $5K |
| Q2 2026 | $402K |
| Q2 2026 | $5K |
| Q3 2026 | $961K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $961K | 140.9K | — | — |
| Q2 2026 | $5K | 614 | — | — |
| Q2 2026 | $402K | 51.0K | — | — |
| Q1 2026 | $5K | 614 | — | — |
| Q1 2026 | $370K | 49.1K | — | — |
| Q4 2025 | $398K | 49.1K | — | — |
| Q4 2025 | $5K | 614 | — | — |
| Q3 2025 | $404K | 49.2K | — | — |
Other funds holding JPC
$434.3M
$50M
$41.3M
$41.3M
$41.2M
$41.2M
$40.9M