Samalin Investment Counsel, LLC JPC — NUVEEN PFD & INCOME OPPORTUN

Ownership history in Samalin Investment Counsel, LLC  ·  10 quarters on record

AI Ownership Summary

Samalin Investment Counsel, LLC reported NUVEEN PFD & INCOME OPPORTUN (JPC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.36% in 2024 Q4. The latest visible filing shows JPC at 0.28% 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 Samalin Investment Counsel, 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 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2024 Q4

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

Time in book
Holding Window
2023 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 Samalin Investment Counsel, LLC fund profile Samalin Investment Counsel, LLC full holdings
How Samalin Investment Counsel, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 105,673 -13,258 -11.1% 0.28% $797K 2026-04-23 $7.88
2025 Q4 REDUCED — — — 118,931 -1,438 -1.2% 0.34% $965K 2026-01-30 $7.91
2025 Q3 ADDED — — — 120,369 +5,547 +4.8% 0.34% $987K 2025-10-30 $7.68
2025 Q2 ADDED — — — 114,822 +4,248 +3.8% 0.35% $921K 2025-08-07 $7.46
2025 Q1 ADDED — — — 110,574 +4,383 +4.1% 0.36% $880K 2025-05-14 $7.16
2024 Q4 ADDED — — — 106,191 +4,830 +4.8% 0.36% $835K 2025-02-11 $7.01
2024 Q3 ADDED — — — 101,361 +6,115 +6.4% 0.36% $818K 2024-11-13 $6.93
2024 Q2 ADDED — — — 95,246 +506 +0.5% 0.33% $711K 2024-08-13 $6.44
2024 Q1 ADDED — — — 94,740 +2,137 +2.3% 0.32% $681K 2024-05-13 $5.84
2023 Q4 INITIATED — — — 92,603 — — 0.32% $626K 2024-02-14 $5.65

🏢 Other funds also holding JPC

As of 2026 Q1 — sorted by position size

PROTECTIVE LIFE CORP 3Y 7Y 11.03% Smith Asset Management Co., LLC 5.9% FCA CORP /TX 3Y 7Y 1.12% Wright Wealth LLC 0.98% 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%

FAQ About Samalin Investment Counsel, 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 Samalin Investment Counsel, LLC reported owning JPC?

Samalin Investment Counsel, LLC reported JPC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPC position in Samalin Investment Counsel, LLC's portfolio?

The largest reported portfolio weight for JPC was 0.36% in 2024 Q4.

What is the latest reported JPC position on this page?

The most recent filing on this page is 2026 Q1, when Samalin Investment Counsel, LLC reported 105,673 shares, equal to 0.28% of portfolio, with an estimated market value of $797K.

What does the chart on this JPC ownership page compare?

The chart compares Samalin Investment Counsel, 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.

How well did Samalin Investment Counsel, LLC time their JPC position?

Based on 13F filing dates vs. subsequent JPC price moves, Samalin Investment Counsel, LLC correctly timed 9 out of 9 reported position changes (100%). The annualised alpha on JPC relative to SPY over the holding period was +182.1%.

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