Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN PFD & INCOME OPPORTUN (JPC)

301 + Investors. Track Smart Money conviction in JPC. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — JPC

Based on 301 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added JPC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
301 hedge funds hold JPC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

133 buying114 selling
Last quarter: 133 funds bought or added vs 114 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~39 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 33 → 31 → 41 → 39. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 23% medium 23% new
163 out of 301 hedge funds have held JPC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -3%, value -46%

Value
-45%
Shares
-3%
Last quarter: funds added -3% more shares while total portfolio value only changed -46%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

49 → 33 → 31 → 41 → 39 new funds/Q
New funds entering each quarter: 33 → 31 → 41 → 39. A growing number of institutions are discovering JPC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 43% of holders stayed 2+ years

43% veterans 25% 1-2yr 32% new
Of 301 current holders: 129 (43%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
13 of 301 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in JPC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: JPC

How many hedge funds hold JPC — quarterly history vs. share price
Quarterly hedge fund ownership of JPC vs. share price

Market Analysis: JPC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPC

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 2 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: JPC
2026 Q1 Stats Unlock in 22 days 301 + Investors

Track Smart Money conviction in JPC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 301 288 4.51%
13F Shares 65M 67M -3.15%
Total Value $524M $969M -45.86%
New Positions 39 41 -2
Increased Positions 94 113 -19
Closed Positions 26 21 +5
Reduced Positions 88 55 +33
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPC

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

301 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JPC. Verified SEC 13F-HR filings.

Top 25 institutional holders of JPC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MELFA WEALTH MANAGEMENT, INC. 0.42% 97,015 $731K
2 Wealth Advisory Solutions, LLC 0.37% 219,469 $1.7M
3 Samalin Investment Counsel, LLC 0.28% 105,673 $797K
4 Everstar Asset Management, LLC 0.27% 66,075 $498K
5 E&G Advisors, LP 0.26% 153,900 $1.2M
6 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 0.21% 67,250 $507K
7 Gridiron Partners, LLC 0.20% 43,356 $327K
8 Cottage Street Advisors LLC 0.16% 49,799 $375K
9 Onyx Financial Advisors, LLC 0.16% 50,149 $378K
10 WEALTH EFFECTS LLC 0.15% 56,090 $423K
11 Accel Wealth Management 0.13% 65,015 $490K
12 Shulman DeMeo Asset Management LLC 0.12% 77,701 $586K
13 Centurion Wealth Management LLC 0.11% 66,984 $505K
14 Catalina Capital Group, LLC 0.11% 24,627 $186K
15 International Private Wealth Advisors LLC 0.11% 23,531 $177K
16 Post Resch Tallon Group Inc. 0.09% 14,065 $108K
17 McAlister, Sweet & Associates, Inc. 0.08% 17,191 $130K
18 Sage Capital Management, LLC 0.08% 22,500 $170K
19 Sage Capital Advisors,llc 0.08% 43,899 $331K
20 Live Oak Private Wealth LLC 0.07% 65,572 $494K
21 Aspire Growth Partners LLC 0.07% 12,756 $96K
22 Glass Jacobson Investment Advisors llc 0.06% 22,572 $170K
23 CoreCap Advisors, LLC 0.06% 218,363 $1.6M
24 LifeSteps Financial, Inc. 0.06% 11,520 $87K
25 Future Financial Wealth Managment LLC 0.05% 10,000 $79K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NUVEEN PFD & INCOME OPPORTUN (JPC)

What does the Smart Money Trend signal show for JPC?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added JPC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JPC?

Slight buying edge — 54% buying: Last quarter: 133 funds bought or added vs 114 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JPC holders?

Elite ownership — 43% AUM from top-100 funds: 13 of 301 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in JPC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JPC?

54% of holders stayed for 2+ years: 163 out of 301 hedge funds have held JPC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.