Back to JPC
Core Wealth Partners LLC → JPC
Core Wealth Partners LLC JPC Position History
Nuveen Preferred & Income Opportunities Fund • Financial Services
Quarters held
2
Latest value
$408K
Q3 2026
Peak value
$419K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $419K |
| Q3 2026 | $408K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $408K | 59.8K | — | — |
| Q2 2026 | $419K | 53.2K | — | — |
Other funds holding JPC
$434.3M
$50M
$41.3M
$41.3M
$41.2M
$41.2M
$40.9M