NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND - NXJ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| J.W. COLE ADVISORS, INC. | History | Added to | 793,054 | 9,754 | 0.33% | 0.0% | 1 | +75,201 | 10.48% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Reduced | 760,293 | 9,351 | 0.0% | 0.0% | 2 | -16,240 | -2.09% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 447,250 | 5,501 | 0.0% | 0.0% | 3 | -9,801 | -2.14% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 424,986 | 5,227 | 0.0% | 0.0% | 4 | +59,590 | 16.31% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 346,509 | 4,262 | 0.0% | 0.0% | 5 | +8,691 | 2.57% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 333,212 | 4,098 | 0.03% | 0.04% | 6 | -60,490 | -15.36% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 265,380 | 3,264 | 0.07% | 0.08% | 7 | -53,634 | -16.81% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 254,979 | 3,136 | 0.0% | 0.0% | 8 | -1,696 | -0.66% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 178,412 | 2,194 | 0.0% | 0.0% | 9 | +19,189 | 12.05% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 147,029 | 1,858 | 0.01% | 0.01% | 10 | -6,272 | -4.09% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 128,142 | 1,619 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | Added to | 115,428 | 1,419 | 0.0% | 0.0% | 12 | +5,414 | 4.92% | Q1 2026 | May 06, 2026 |
| Strategic Advisors LLC | History | No change | 116,446 | 1,405 | 0.23% | 0.23% | 13 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 110,450 | 1,367 | 0.42% | 0.48% | 14 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 93,082 | 1,145 | 0.0% | 0.0% | 15 | +509 | 0.55% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 89,334 | 1,098 | 0.0% | 0.0% | 16 | -2,022 | -2.21% | Q1 2026 | May 05, 2026 |
| Breakwater Capital Group | History | Reduced | 87,564 | 1,077 | 0.14% | 0.16% | 17 | -2,785 | -3.08% | Q1 2026 | Apr 20, 2026 |
| North Ground Capital | History | Reduced | 62,639 | 770 | 0.93% | 0.71% | 18 | -50,187 | -44.48% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 55,274 | 679 | 0.0% | 0.0% | 19 | +23,123 | 71.92% | Q1 2026 | May 15, 2026 |
| RMR Wealth Builders | History | Reduced | 38,176 | 472 | 0.04% | 0.04% | 20 | -202 | -0.53% | Q1 2026 | Apr 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 32,141 | 395 | 0.02% | 0.02% | 21 | +842 | 2.69% | Q1 2026 | Apr 15, 2026 |
| WEALTH EFFECTS LLC | History | No change | 31,300 | 384 | 0.14% | 0.12% | 22 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Yakira Capital Management, Inc. | History | New | 29,590 | 363 | 0.11% | — | 23 | +29,590 | New | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 26,513 | 326 | 0.0% | 0.0% | 24 | -192 | -0.72% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 25,892 | 318 | 0.0% | 0.0% | 25 | +1,601 | 6.59% | Q1 2026 | May 05, 2026 |
| NCM Capital Management, LLC | History | No change | 25,853 | 317 | 0.11% | 0.12% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SYKON CAPITAL LLC | History | No change | 25,000 | 307 | 0.1% | 0.1% | 27 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 24,184 | 297 | 0.0% | — | 29 | +24,184 | New | Q1 2026 | May 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 24,184 | 297 | 0.15% | 0.16% | 28 | -404 | -1.64% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 292 | 0.0% | 0.0% | 30 | -29,303 | -100.0% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 22,936 | 282 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 21,688 | 266 | 0.0% | 0.0% | 32 | +3,510 | 19.31% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 21,116 | 259 | 0.0% | 0.0% | 33 | +1,205 | 6.05% | Q1 2026 | Apr 23, 2026 |
| Alpine Global Management, LLC | History | New | 20,629 | 253 | 0.04% | — | 34 | +20,629 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,754 | 242 | 0.0% | 0.0% | 35 | +170 | 0.87% | Q1 2026 | May 07, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | New | 19,450 | 239 | 0.2% | — | 36 | +19,450 | New | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 16,672 | 205 | 0.01% | 0.01% | 37 | -216 | -1.28% | Q1 2026 | Apr 16, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 15,732 | 193 | 0.07% | 0.08% | 38 | -1,796 | -10.25% | Q1 2026 | May 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 15,357 | 188 | 0.1% | 0.1% | 39 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 15,276 | 187 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 14,350 | 181 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 12,892 | 158 | 0.01% | 0.01% | 42 | -4,070 | -23.99% | Q1 2026 | May 14, 2026 |
| David J Yvars Group | History | No change | 12,808 | 157 | 0.09% | 0.09% | 43 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,637 | 155 | 0.0% | 0.0% | 44 | +33 | 0.26% | Q1 2026 | Apr 24, 2026 |
| Green Ridge Wealth Planning LLC | History | Reduced | 11,500 | 141 | 0.07% | 0.08% | 45 | -1,500 | -11.54% | Q1 2026 | Apr 10, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 10,849 | 133 | 0.14% | 0.08% | 46 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 10,800 | 132 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,282 | 126 | 0.0% | 0.0% | 48 | +22 | 0.21% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,047 | 123 | 0.0% | 0.0% | 49 | +898 | 9.82% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 15,762 | 117 | 0.0% | 0.0% | 50 | -9,022 | -36.4% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,166 | 40 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 38,635 | 38 | 0.0% | 0.0% | 52 | +1,012 | 2.69% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 2,936 | 36 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,500 | 30 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,060 | 25 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Penserra Capital Management LLC | History | New | 1,114 | 13 | 0.0% | — | 57 | +1,114 | New | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,133 | 13 | 0.0% | 0.0% | 56 | -247 | -17.9% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | No change | 1,000 | 12 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,000 | 12 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FNY Investment Advisers, LLC | History | New | 500 | 6 | 0.0% | — | 60 | +500 | New | Q1 2026 | Apr 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 421 | 5 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | New | 347 | 4 | 0.0% | — | 62 | +347 | New | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 314 | 3 | 0.0% | 0.0% | 64 | -70 | -18.23% | Q1 2026 | Apr 29, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 288 | 3 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 144 | 1 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.92% | — | -371,039 | -100.0% | Q1 2026 | May 11, 2026 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,226 | -100.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,736 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,235 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -2,046 | -100.0% | Q1 2026 | May 01, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -493 | -100.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 46 | 0 | — | — | — | +46 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |