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Change Path, LLC

SEC CIK
0001739728
Latest filing
Aug 13, 2026

JPC holding history

Nuveen Preferred & Income Opportunities Fund in every 13F filed by Change Path, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPC overviewAll 13F holders of JPCFull Q2 2026 holdings

Shares (Q2 2026)
18,079
Value
$142.5K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of JPC by Change Path, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,079$142.5K<0.1%+192+1.1%AddedHolders
Q1 202617,887$134.9K<0.1%+116+0.7%AddedHolders
Q4 202517,771$144.1K<0.1%+3,607+25.5%AddedHolders
Q3 202514,164$116.1K<0.1%−438−3.0%ReducedHolders
Q2 202514,602$117.1K<0.1%−319−2.1%ReducedHolders
Q1 202514,921$118.8K<0.1%+87+0.6%AddedHolders
Q4 202414,834$116.6K<0.1%+3,717+33.4%AddedHolders
Q3 202411,117$89.7K<0.1%+11,117NewHolders