Back to JPC
Kestra Advisory Services, LLC → JPC
Kestra Advisory Services, LLC JPC Position History
Nuveen Preferred & Income Opportunities Fund • Financial Services
Quarters held
5
Latest value
$5.1M
Q3 2026
Peak value
$6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.4M |
| Q4 2025 | $5.3M |
| Q1 2026 | $5.6M |
| Q2 2026 | $6M |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 753.2K | — | — |
| Q2 2026 | $6M | 759.3K | — | — |
| Q1 2026 | $5.6M | 744.4K | — | — |
| Q4 2025 | $5.3M | 657.1K | — | — |
| Q3 2025 | $3.4M | 419.1K | — | — |
Other funds holding JPC
$434.3M
$50M
$41.3M
$41.3M
$41.2M
$41.2M
$40.9M