A detailed history of Spire Wealth Management transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Spire Wealth Management holds 64,947 shares of JPC stock, worth $521,524. This represents 0.02% of its overall portfolio holdings.

Number of Shares
64,947
Previous 46,220 40.52%
Holding current value
$521,524
Previous $345,000 51.59%
% of portfolio
0.02%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$7.45 - $8.23 $139,516 - $154,123
18,727 Added 40.52%
64,947 $523,000
Q2 2024

Jul 31, 2024

SELL
$6.8 - $7.52 $268,117 - $296,506
-39,429 Reduced 46.04%
46,220 $345,000
Q1 2024

Apr 24, 2024

BUY
$6.83 - $7.3 $97,996 - $104,740
14,348 Added 20.12%
85,649 $615,000
Q4 2023

Feb 06, 2024

BUY
$5.96 - $6.76 $388,246 - $440,359
65,142 Added 1057.67%
71,301 $481,000
Q3 2023

Nov 08, 2023

BUY
$6.26 - $6.62 $638 - $675
102 Added 1.68%
6,159 $38,000
Q2 2023

Aug 09, 2023

BUY
$5.98 - $6.54 $621 - $680
104 Added 1.75%
6,057 $39,000
Q1 2023

May 09, 2023

BUY
$6.06 - $8.03 $6,908 - $9,154
1,140 Added 23.69%
5,953 $39,000
Q4 2022

Feb 03, 2023

BUY
$6.7 - $7.72 $924 - $1,065
138 Added 2.95%
4,813 $35,000
Q3 2022

Nov 07, 2022

SELL
$6.92 - $8.41 $15,134 - $18,392
-2,187 Reduced 31.87%
4,675 $32,000
Q2 2022

Jul 22, 2022

SELL
$7.35 - $8.71 $29,341 - $34,770
-3,992 Reduced 36.78%
6,862 $52,000
Q1 2022

Apr 18, 2022

SELL
$8.08 - $9.87 $258,939 - $316,303
-32,047 Reduced 74.7%
10,854 $93,000
Q4 2021

Jan 14, 2022

SELL
$9.22 - $9.99 $18,476 - $20,019
-2,004 Reduced 4.46%
42,901 $423,000
Q3 2021

Oct 22, 2021

SELL
$9.81 - $10.06 $27,781 - $28,489
-2,832 Reduced 5.93%
44,905 $445,000
Q2 2021

Jul 26, 2021

SELL
$9.46 - $10.01 $7,549 - $7,987
-798 Reduced 1.64%
47,737 $476,000
Q1 2021

May 21, 2021

BUY
$9.05 - $9.49 $439,241 - $460,597
48,535 New
48,535 $484,000

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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