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Live Oak Private Wealth LLC → JPC
Live Oak Private Wealth LLC JPC Position History
Nuveen Preferred & Income Opportunities Fund • Financial Services
Quarters held
4
Latest value
$447K
Q3 2026
Peak value
$532K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $532K |
| Q1 2026 | $494K |
| Q2 2026 | $517K |
| Q3 2026 | $447K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $447K | 65.6K | — | — |
| Q2 2026 | $517K | 65.6K | — | — |
| Q1 2026 | $494K | 65.6K | — | — |
| Q4 2025 | $532K | 65.6K | — | — |
Other funds holding JPC
$434.3M
$50M
$41.3M
$41.3M
$41.2M
$41.2M
$40.9M