NXJ · NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND · Holdings

Market Cap

$511.70M

41.23M

Volume — Avg daily vol (3M) —

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of NXJ: 13F, 13D and 13G, insiders and funds →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

Quarter:

Holders: 65

Total Value: $0

Total Shares: 5,455,271

Institutional Ownership Trend

25 quarters

Who Holds NXJ

Last 8 quarters through Mar 31, 2026

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Mar 31, 2026: 64 filers, like-for-like change -6.2%; actively managed books -6.9%; index-like books -2.0%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	29.0%	34	-4.0%	4	4
Adviser	0.4%	1	+19.3%	0	0
Bank	16.6%	6	-1.4%	1	0
Broker-dealer	2.1%	1	+4.9%	0	0
Holding company	17.7%	4	+0.1%	1	0
Unknown	34.2%	18	-13.6%	2	3

Style	Share	Filers	Change	New	Exited
Index-like	13.9%	2	-2.0%	1	0
Concentrated	6.8%	12	-10.9%	1	2
Diversified active	79.2%	50	-6.5%	6	5
Systematic-like	0.0%	0	—	0	0
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	94.7%	53	+0.4%	4	5
Medium turnover	1.7%	4	-80.7%	2	1
High turnover	0.8%	3	+19.1%	2	1
Unknown	2.7%	4	-1.1%	0	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	4.4%	6	-8.5%	1	0
Medium horizon	11.2%	10	+8.4%	2	2
Long horizon	84.3%	47	-0.4%	4	4
Unknown	0.0%	1	-99.9%	1	1
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	11.4%	21	-36.6%	4	3
$1B to $10B	25.7%	18	+2.0%	2	1
$10B to $100B	21.6%	14	-5.5%	1	3
$100B or more	41.3%	11	+1.8%	1	0
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	22.4%	29	+0.6%	2	4
Pooled investment vehicles	0.5%	1	new	1	0
Registered funds and BDCs	4.9%	2	-16.5%	1	0
Other investment advisers	1.2%	2	-44.4%	0	0
Unknown	71.0%	30	-7.1%	4	3

Private funds	Share	Filers	Change	New	Exited
Hedge funds	2.0%	3	-16.2%	1	0
Private equity funds	0.0%	1	-18.2%	0	0
Real estate funds	0.0%	1	0.0%	0	0
Other private funds	5.4%	3	-21.7%	0	1
No private funds	21.6%	26	+3.2%	3	3
Unknown	71.0%	30	-7.1%	4	3

Location	Share	Filers	Change	New	Exited
United States	96.7%	62	-6.4%	8	7
Outside the US	3.3%	2	-0.8%	0	0

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 3 holders with no observed 2026-03-31 13F.

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -1

Institutional value: —

Shares held: -6.3%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Mid J.W. COLE ADVISORS, INC.	+75,201	793,054
Mega RAYMOND JAMES FINANCIAL INC	+59,590	424,986
Large OSAIC HOLDINGS, INC.	+23,123	55,274
Large COMMONWEALTH EQUITY SERVICES, LLC	+19,189	178,412
Mega Cetera Investment Advisers	+8,691	346,509

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Large GUGGENHEIM CAPITAL LLC	−60,490	333,212
Mid SIT INVESTMENT ASSOCIATES INC	−53,634	265,380
Micro North Ground Capital	−50,187	62,639
Large Focus Partners Wealth	−29,303	0
Mega MORGAN STANLEY	−16,240	760,293

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Large FIFTH THIRD BANCORP	46	$0
Small Yakira Capital Management, Inc.	29,590	$0
Mega BlackRock, Inc.	347	$0
Small White Knight Strategic Wealth Advisors, LLC	19,450	$0
Small FNY Investment Advisers, LLC	500	$0

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Mega JANE STREET GROUP, LLC	13,736	$0
Small MPWM ADVISORY SOLUTIONS, LLC	493	$0
Small Concord Wealth Partners	2,046	$0
Large Kestra Advisory Services, LLC	4,235	$0
Mid HBK Sorce Advisory LLC	17,226	$0

Filter: New 8 Increased 16 Reduced 20 Sold out 6 Unchanged 21

Holder type: Registered adviser 35 Adviser 1 Bank 6 Broker-dealer 1 Holding company 4 Unknown 18

Showing 65 of 65

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Wealth Management Associates, Inc.

—

15,732

Pinnacle Wealth Planning Services, Inc.

—

1,133

Equitable Holdings, Inc.

—

147,029

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	147,029	$0	—	Defined

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

—

421

Strategic Advisors LLC

—

116,446

Smartleaf Asset Management LLC

—

144

Smallwood Wealth Investment Management, LLC

—

15,357

PRIVATE TRUST CO NA

—

1,000

MAI Capital Management

—

1,000

Cambridge Investment Research Advisors, Inc.

—

10,282

WELLS FARGO & COMPANY/MN

—

254,979

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	88,175	$0	—	Defined
WELLS FARGO CLEARING SERVICES, LLC	166,804	$0	—	Defined

Breakwater Capital Group

—

87,564

WEALTH EFFECTS LLC

—

31,300

FIFTH THIRD BANCORP

—

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	46	$0	—	Defined

EVOLVE PRIVATE WEALTH, LLC

—

16,672

OSAIC HOLDINGS, INC.

—

55,274

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	55,274	$0	—	Defined

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

—

19,754

BlackRock, Inc.

—

347

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	347	$0	—	Sole

NCM Capital Management, LLC

—

25,853

OPPENHEIMER & CO INC

—

21,116

SYKON CAPITAL LLC

—

25,000

MORGAN STANLEY

—

760,293

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	334,635	$0	—	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	425,658	$0	—	Defined

J.W. COLE ADVISORS, INC.

—

793,054

Focus Partners Wealth

—

FNY Investment Advisers, LLC

—

500

White Knight Strategic Wealth Advisors, LLC

—

19,450

COMMONWEALTH EQUITY SERVICES, LLC

—

178,412

BCS Private Wealth Management, Inc.

—

110,450

Bogart Wealth, LLC

—

2,936

STIFEL FINANCIAL CORP

—

26,513

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	26,513	$0	—	Defined

NewEdge Advisors, LLC

—

38,635

Rockefeller Capital Management L.P.

—

2,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	2,500	$0	—	Defined

Prestige Wealth Management Group LLC

—

288

Steward Partners Investment Advisory, LLC

—

10,047

David J Yvars Group

—

12,808

Cetera Investment Advisers

—

346,509

LPL Financial LLC

—

115,428

Joel Isaacson & Co., LLC

—

10,800

CARY STREET PARTNERS FINANCIAL LLC

—

15,276

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	15,276	$0	—	Defined

Alpine Global Management, LLC

—

20,629

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

—

32,141

RAYMOND JAMES FINANCIAL INC

—

424,986

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	152,680	$0	—	Defined
Raymond James Financial Services Advisors, Inc.	272,306	$0	—	Defined

Yakira Capital Management, Inc.

—

29,590

Focus Partners Advisor Solutions, LLC

—

24,184

Penserra Capital Management LLC

—

1,114

RMR Wealth Builders

—

38,176

SIT INVESTMENT ASSOCIATES INC

—

265,380

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	265,380	$0	—	Sole

WPG Advisers, LLC

—

314

Regal Investment Advisors LLC

—

12,892

AMERIPRISE FINANCIAL INC

—

21,688

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	21,688	$0	—	Defined

OMNI 360 Wealth, Inc.

—

24,184

Corient Private Wealth LLC

—

15,762

HighTower Advisors, LLC

—

25,892

BANK OF AMERICA CORP /DE/

—

447,250

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	447,250	$0	—	Defined

PEAPACK GLADSTONE FINANCIAL CORP

—

22,936

UBS Group AG

—

89,334

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	89,334	$0	—	Defined

North Ground Capital

—

62,639

Princeton Global Asset Management LLC

—

2,060

Green Ridge Wealth Planning LLC

—

11,500

GUGGENHEIM CAPITAL LLC

—

333,212

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	333,212	$0	—	Defined

Pine Valley Investments Ltd Liability Co

—

14,350

SAX WEALTH ADVISORS, LLC

—

128,142

Closed-End Fund Advisors, Inc.

—

10,849

ROYAL BANK OF CANADA

—

93,082

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	90,654	$0	—	Defined
RBC Trust Co (Delaware) Ltd	1,961	$0	—	Defined
CITY NATIONAL ROCHDALE, LLC	467	$0	—	Defined

Private Advisor Group, LLC

—

12,637

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	13,736	$0	—	Defined

Key facts CIK 1087786 CUSIP 67069Y102