A detailed history of Caldwell Trust CO transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Caldwell Trust CO holds 1,086 shares of JPC stock, worth $8,850. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,086
Holding current value
$8,850
% of portfolio
0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025

BUY
$7.05 - $8.02 $7,656 - $8,709
1,086 New
1,086 $8.71 Million
Q1 2025

Sep 23, 2025

BUY
$7.89 - $8.07 $1,420 - $1,452
180 Added 16.57%
1,266 $10.1 Million
Q4 2024

Sep 24, 2025

SELL
$7.83 - $8.16 $5,026 - $5,238
-642 Reduced 33.65%
1,266 $9.95 Million
Q1 2024

Sep 24, 2025

BUY
$6.83 - $7.3 $5,614 - $6,000
822 Added 75.69%
1,908 $13.7 Million
Q4 2023

Oct 01, 2025

BUY
$5.96 - $6.76 $8,457 - $9,592
1,419 Added 212.11%
2,088 $14.1 Million
Q1 2023

Oct 01, 2025

SELL
$6.06 - $8.03 $2,527 - $3,348
-417 Reduced 38.4%
669 $4.4 Million
Q3 2022

Oct 01, 2025

SELL
$6.92 - $8.41 $2,885 - $3,506
-417 Reduced 38.4%
669 $4.65 Million
Q1 2022

Oct 01, 2025

SELL
$8.08 - $9.87 $3,369 - $4,115
-417 Reduced 38.4%
669 $5.74 Million
Q1 2021

Oct 02, 2025

SELL
$9.05 - $9.49 $3,773 - $3,957
-417 Reduced 38.4%
669 $6.35 Million
Q4 2020

Oct 02, 2025

SELL
$8.22 - $9.5 $3,427 - $3,961
-417 Reduced 38.4%
669 $6.36 Million
Q1 2020

Oct 02, 2025

SELL
$5.03 - $10.73 $2,097 - $4,474
-417 Reduced 38.4%
669 $4.91 Million

Others Institutions Holding JPC

About Nuveen Preferred & Income Opportunities Fund


  • Ticker JPC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen Preferred & Income Opportunities Fund is a closed ended balanced mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and NWQ Investment Management Company, LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to ...
More about JPC
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