INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV JPC — NUVEEN PFD INCOME OPPRTNY FD

Ownership history in INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV  ·  47 quarters on record

AI Ownership Summary

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV reported NUVEEN PFD INCOME OPPRTNY FD (JPC) in 47 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.21% in 2025 Q3. The latest visible filing shows JPC at 0.19% 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 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV'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 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% 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 Q2 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 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV fund profile INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV full holdings
How INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 69,250 +2,000 +3.0% 0.19% $546K 2026-07-22 $7.64
2026 Q1 ADDED — — — 67,250 +4,000 +6.3% 0.21% $507K 2026-04-27 $7.65
2025 Q4 ADDED — — — 63,250 +2,000 +3.3% 0.21% $513K 2026-02-04 $7.72
2025 Q3 ADDED — — — 61,250 +13,500 +28.3% 0.21% $502K 2025-10-23 $7.41
2025 Q2 ADDED — — — 47,750 +1,500 +3.2% 0.18% $383K 2025-07-22 $7.15
2025 Q1 ADDED — — — 46,250 +1,000 +2.2% 0.19% $368K 2025-04-29 $6.73
2024 Q4 UNCHANGED — — — 45,250 — 0% 0.17% $356K 2025-02-03 $6.79
2024 Q3 ADDED — — — 45,250 +1,250 +2.8% 0.17% $365K 2024-10-29 $6.59
2024 Q2 ADDED — — — 44,000 +5,000 +12.8% 0.16% $329K 2024-07-29 $6.15
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPC

As of 2026 Q3 — sorted by position size

Coastline Trust Co 3Y 7Y 0.01%

FAQ About INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV and JPC

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

How long has INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV reported owning JPC?

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV reported JPC across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported JPC position in INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV's portfolio?

The largest reported portfolio weight for JPC was 0.21% in 2025 Q3.

What is the latest reported JPC position on this page?

The most recent filing on this page is 2026 Q2, when INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV reported 69,250 shares, equal to 0.19% of portfolio, with an estimated market value of $546K.

What does the chart on this JPC ownership page compare?

The chart compares INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV'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 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV time their JPC position?

Based on 13F filing dates vs. subsequent JPC price moves, INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV correctly timed 12 out of 32 reported position changes (38%).

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