JPC — NUVEEN PFD & INCOME OPPORTUN

Ownership history in MELFA WEALTH MANAGEMENT, INC.  ·  13 quarters on record

AI Ownership Summary

MELFA WEALTH MANAGEMENT, INC. reported NUVEEN PFD & INCOME OPPORTUN (JPC) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.66% in 2023 Q4. The latest visible filing shows JPC at 0.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MELFA WEALTH MANAGEMENT, INC.'s position in NUVEEN PFD & INCOME OPPORTUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPC was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPC stock page MELFA WEALTH MANAGEMENT, INC. fund profile MELFA WEALTH MANAGEMENT, INC. full holdings
How MELFA WEALTH MANAGEMENT, INC. held JPC — position size vs. price
% of Fund (quarterly)    JPC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 97,108 -122 -0.1% 0.45% $788K 2026-02-14 (Est.) $8.19
2025 Q3 UNCHANGED 97,230 — 0% 0.47% $797K 2025-10-28 $7.84
2025 Q2 REDUCED 97,230 -2,537 -2.5% 0.49% $780K 2025-07-17 $7.55
2025 Q1 UNCHANGED 99,767 — 0% 0.54% $794K 2025-05-02 $7.13
2024 Q4 REDUCED 99,767 -1,350 -1.3% 0.52% $784K 2025-01-17 $7.04
2024 Q3 REDUCED 101,117 -3,240 -3.1% 0.54% $816K 2024-10-16 $7.04
2024 Q2 REDUCED 104,357 -99 -0.1% 0.54% $780K 2024-07-15 $6.48
2024 Q1 ADDED 104,456 +15 +0.0% 0.54% $751K 2024-04-23 $5.77
2023 Q4 ADDED 104,441 +41,404 +65.7% 0.66% $706K 2024-01-22 $5.74
2023 Q3 ADDED 63,037 +87 +0.1% 0.43% $399K 2023-10-30 $4.82
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPC

As of 2025 Q4 — sorted by position size

PROTECTIVE LIFE CORP 3Y 7Y 100.0% FCA CORP /TX 3Y 7Y 1.18% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 0.96% CAMPBELL CAPITAL MANAGEMENT INC 3Y 7Y 0.96% Wright Wealth LLC 0.91% Thoma Capital Management LLC 0.72% Wealth Advisory Solutions, LLC 3Y 0.52% Mission Hills Financial Advisory, LLC 0.37% Samalin Investment Counsel, LLC 3Y 0.34% Palogic Value Management, L.P. 3Y 0.34%

FAQ About MELFA WEALTH MANAGEMENT, INC. and JPC

These are the practical questions this page is built to answer before you even open the full history table.

How long has MELFA WEALTH MANAGEMENT, INC. reported owning JPC?

MELFA WEALTH MANAGEMENT, INC. reported JPC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JPC position in MELFA WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for JPC was 0.66% in 2023 Q4.

What is the latest reported JPC position on this page?

The most recent filing on this page is 2025 Q4, when MELFA WEALTH MANAGEMENT, INC. reported 97,108 shares, equal to 0.45% of portfolio, with an estimated market value of $788K.

What does the chart on this JPC ownership page compare?

The chart compares MELFA WEALTH MANAGEMENT, INC.'s quarterly JPC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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