ONE WEALTH CAPITAL MANAGEMENT, LLC JPC — NUVEEN PFD & INCOME OPPORTUN

Ownership history in ONE WEALTH CAPITAL MANAGEMENT, LLC  ·  6 quarters on record

AI Ownership Summary

ONE WEALTH CAPITAL MANAGEMENT, LLC reported NUVEEN PFD & INCOME OPPORTUN (JPC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.2% in 2025 Q1. The latest visible filing shows JPC at 0.17% 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.

What this JPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ONE WEALTH CAPITAL MANAGEMENT, LLC'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
2026 Q1

JPC was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 ONE WEALTH CAPITAL MANAGEMENT, LLC fund profile ONE WEALTH CAPITAL MANAGEMENT, LLC full holdings
How ONE WEALTH CAPITAL MANAGEMENT, LLC held JPC — position size vs. price
% of Fund (quarterly)    JPC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 49,025 — 0% 0.17% $389K 2026-05-04 $7.97
2025 Q4 UNCHANGED — — — 49,025 — 0% 0.17% $398K 2026-02-18 $8.06
2025 Q3 ADDED — — — 49,025 +1,060 +2.2% 0.18% $402K 2025-11-12 $7.76
2025 Q2 UNCHANGED — — — 47,965 — 0% 0.18% $385K 2025-08-06 $7.52
2025 Q1 UNCHANGED — — — 47,965 — 0% 0.20% $382K 2025-05-15 $7.22
2024 Q4 INITIATED — — — 47,965 — — 0.19% $377K 2025-01-07 $6.99

🏢 Other funds also holding JPC

As of 2026 Q1 — sorted by position size

PROTECTIVE LIFE CORP 3Y 7Y 11.03% FCA CORP /TX 3Y 7Y 1.12% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 0.87% Jupiter Wealth Management LLC 3Y 7Y 0.53% Mission Hills Financial Advisory, LLC 0.43% MELFA WEALTH MANAGEMENT, INC. 3Y 0.42% MSH Capital Advisors LLC 0.4% Benchmark Investment Advisors LLC 3Y 0.39% Wealth Advisory Solutions, LLC 3Y 0.37% Samalin Investment Counsel, LLC 3Y 0.28%

FAQ About ONE WEALTH CAPITAL MANAGEMENT, LLC and JPC

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

How long has ONE WEALTH CAPITAL MANAGEMENT, LLC reported owning JPC?

ONE WEALTH CAPITAL MANAGEMENT, LLC reported JPC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JPC position in ONE WEALTH CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for JPC was 0.20% in 2025 Q1.

What is the latest reported JPC position on this page?

The most recent filing on this page is 2026 Q1, when ONE WEALTH CAPITAL MANAGEMENT, LLC reported 49,025 shares, equal to 0.17% of portfolio, with an estimated market value of $389K.

What does the chart on this JPC ownership page compare?

The chart compares ONE WEALTH CAPITAL MANAGEMENT, LLC'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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