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Spire Wealth Management JPC Position History
Nuveen Preferred & Income Opportunities Fund • Financial Services
Quarters held
4
Latest value
$545K
Q3 2026
Peak value
$716K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $716K |
| Q1 2026 | $603K |
| Q2 2026 | $692K |
| Q3 2026 | $545K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $545K | 79.9K | — | — |
| Q2 2026 | $692K | 87.8K | — | — |
| Q1 2026 | $603K | 80.0K | — | — |
| Q4 2025 | $716K | 88.3K | — | — |
Other funds holding JPC
$434.3M
$50M
$41.3M
$41.3M
$41.2M
$41.2M
$40.9M