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INDEPENDENT FINANCIAL GROUP, LLC → JPC
INDEPENDENT FINANCIAL GROUP, LLC JPC Position History
Nuveen Preferred & Income Opportunities Fund • Financial Services
Quarters held
48
Latest value
$638K
Q3 2026
Peak value
$926K
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $134K |
| Q1 2020 | $245K |
| Q2 2020 | $164K |
| Q2 2020 | $275K |
| Q3 2020 | $162K |
| Q3 2020 | $197K |
| Q4 2020 | $184K |
| Q4 2020 | $220K |
| Q1 2021 | $167K |
| Q1 2021 | $186K |
| Q2 2021 | $171K |
| Q2 2021 | $196K |
| Q3 2021 | $207K |
| Q3 2021 | $181K |
| Q4 2021 | $790K |
| Q4 2021 | $198K |
| Q4 2021 | $644K |
| Q1 2022 | $926K |
| Q1 2022 | $177K |
| Q1 2022 | $820K |
| Q2 2022 | $149K |
| Q2 2022 | $152K |
| Q2 2022 | $715K |
| Q3 2022 | $132K |
| Q3 2022 | $195K |
| Q3 2022 | $689K |
| Q4 2022 | $139K |
| Q4 2022 | $144K |
| Q4 2022 | $709K |
| Q1 2023 | $110K |
| Q1 2023 | $150K |
| Q2 2023 | $105K |
| Q2 2023 | $142K |
| Q3 2023 | $87K |
| Q3 2023 | $186K |
| Q4 2023 | $245K |
| Q1 2024 | $268K |
| Q2 2024 | $332K |
| Q3 2024 | $361K |
| Q4 2024 | $399K |
| Q1 2025 | $604K |
| Q2 2025 | $637K |
| Q3 2025 | $711K |
| Q4 2025 | $760K |
| Q1 2026 | $625K |
| Q1 2026 | $701K |
| Q2 2026 | $869K |
| Q3 2026 | $638K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $638K | 93.6K | — | — |
| Q2 2026 | $869K | 110.3K | — | — |
| Q1 2026 | $701K | 92.9K | — | — |
| Q1 2026 | $625K | 82.9K | — | — |
| Q4 2025 | $760K | 93.7K | — | — |
| Q3 2025 | $711K | 86.7K | — | — |
| Q2 2025 | $637K | 79.4K | — | — |
| Q1 2025 | $604K | 75.9K | — | — |
| Q4 2024 | $399K | 50.8K | — | — |
| Q3 2024 | $361K | 44.7K | — | — |
| Q2 2024 | $332K | 44.4K | — | — |
| Q1 2024 | $268K | 37.3K | — | — |
| Q4 2023 | $245K | 36.2K | — | — |
| Q3 2023 | $186K | 30.1K | — | — |
| Q3 2023 | $87K | 13.7K | — | — |
| Q2 2023 | $142K | 22.2K | — | — |
| Q2 2023 | $105K | 16.2K | — | — |
| Q1 2023 | $150K | 23.2K | — | — |
| Q1 2023 | $110K | 16.8K | — | — |
| Q4 2022 | $709K | 38.1K | — | — |
| Q4 2022 | $144K | 21.1K | — | — |
| Q4 2022 | $139K | 19.1K | — | — |
| Q3 2022 | $689K | 37.4K | — | — |
| Q3 2022 | $195K | 29.6K | — | — |
| Q3 2022 | $132K | 19.1K | — | — |
| Q2 2022 | $715K | 37.2K | — | — |
| Q2 2022 | $152K | 19.9K | — | — |
| Q2 2022 | $149K | 20.5K | — | — |
| Q1 2022 | $820K | 37.3K | — | — |
| Q1 2022 | $177K | 20.7K | — | — |
| Q1 2022 | $926K | 110.2K | — | — |
| Q4 2021 | $644K | 24.9K | — | — |
| Q4 2021 | $198K | 20.3K | — | — |
| Q4 2021 | $790K | 81.3K | — | — |
| Q3 2021 | $181K | 18.3K | — | — |
| Q3 2021 | $207K | 21.1K | — | — |
| Q2 2021 | $196K | 19.6K | — | — |
| Q2 2021 | $171K | 17.2K | — | — |
| Q1 2021 | $186K | 19.6K | — | — |
| Q1 2021 | $167K | 17.2K | — | — |
| Q4 2020 | $220K | 23.2K | — | — |
| Q4 2020 | $184K | 18.9K | — | — |
| Q3 2020 | $197K | 23.2K | — | — |
| Q3 2020 | $162K | 18.4K | — | — |
| Q2 2020 | $275K | 33.4K | — | — |
| Q2 2020 | $164K | 19.4K | — | — |
| Q1 2020 | $245K | 33.4K | — | — |
| Q1 2020 | $134K | 18.4K | — | — |
Other funds holding JPC
$434.3M
$50M
$41.3M
$41.3M
$41.2M
$41.2M
$40.9M