E&G Advisors, LLC JPC — NUVEEN PFD INCOME OPPRTNY FD

Ownership history in E&G Advisors, LLC  ·  43 quarters on record

AI Ownership Summary

E&G Advisors, LLC reported NUVEEN PFD INCOME OPPRTNY FD (JPC) in 43 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.32% in 2025 Q3. The latest visible filing shows JPC at 0.23% 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 E&G Advisors, LLC's position in NUVEEN PFD INCOME OPPRTNY FD, 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 Q2

JPC was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 E&G Advisors, LLC fund profile E&G Advisors, LLC full holdings
How E&G Advisors, 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 Q2 REDUCED — — — 153,251 -649 -0.4% 0.23% $1.2M 2026-07-23 $7.70
2026 Q1 REDUCED — — — 153,900 -4,345 -2.7% 0.26% $1.2M 2026-04-21 $7.74
2025 Q4 REDUCED 5.4% -4.8% ✅ 158,245 -8,991 -5.4% 0.29% $1.3M 2026-01-23 $7.76
2025 Q3 ADDED — — — 167,236 +76,686 +84.7% 0.32% $1.4M 2025-10-21 $7.59
2025 Q2 REDUCED — — — 90,550 -1,300 -1.4% 0.19% $725K 2025-07-14 $7.33
2025 Q1 REDUCED — — — 91,850 -1,800 -1.9% 0.21% $730K 2025-04-23 $6.70
2024 Q4 REDUCED 13.2% +3.9% ❌ 93,650 -14,200 -13.2% 0.20% $735K 2025-01-24 $6.89
2024 Q3 REDUCED — — — 107,850 -1,600 -1.5% 0.24% $869K 2024-10-18 $6.77
2024 Q2 REDUCED — — — 109,450 -2,900 -2.6% 0.24% $817K 2024-07-18 $6.18
2024 Q1 REDUCED — — — 112,350 -1,050 -0.9% 0.25% $807K 2024-04-19 $5.49
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPC

As of 2026 Q2 — sorted by position size

Smith Asset Management Co., LLC 5.52% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 0.85% Wealth Advisory Solutions, LLC 3Y 0.42% MELFA WEALTH MANAGEMENT, INC. 3Y 0.41% ONE WEALTH CAPITAL MANAGEMENT, LLC 0.22% Shaker Financial Services, LLC 3Y 7Y 0.22% INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3Y 7Y 0.19% Core Wealth Partners LLC 3Y 0.18% Cottage Street Advisors LLC 3Y 7Y 0.15% Triumph Capital Management 3Y 0.15%

FAQ About E&G Advisors, 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 E&G Advisors, LLC reported owning JPC?

E&G Advisors, LLC reported JPC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported JPC position in E&G Advisors, LLC's portfolio?

The largest reported portfolio weight for JPC was 0.32% in 2025 Q3.

What is the latest reported JPC position on this page?

The most recent filing on this page is 2026 Q2, when E&G Advisors, LLC reported 153,251 shares, equal to 0.23% of portfolio, with an estimated market value of $1.2M.

What does the chart on this JPC ownership page compare?

The chart compares E&G Advisors, 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 E&G Advisors, LLC time their JPC position?

Based on 13F filing dates vs. subsequent JPC price moves, E&G Advisors, LLC correctly timed 18 out of 32 reported position changes (56%). The annualised alpha on JPC relative to SPY over the holding period was -7.9%.

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