EP Wealth Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

EP Wealth Advisors’s Portfolio JQC Stock Details JQC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$102K	Sell	18,860 -5,040	-21%	-$26.4K	﹤0.01%	1388
2025 Q1	$129K	Sell	23,900 -8,100	-25%	-$44.9K	﹤0.01%	1214
2024 Q4	$182K	Hold	32,000	–	–	﹤0.01%	1105
2024 Q3	$185K	Sell	32,000 -1	-0%	-$6	﹤0.01%	1065
2024 Q2	$178K	Sell	32,001 -999	-3%	-$5.56K	﹤0.01%	774
2024 Q1	$184K	Buy	33,000 +1,000	+3%	+$5.42K	﹤0.01%	747
2023 Q4	$167K	Hold	32,000	–	–	﹤0.01%	737
2023 Q3	$162K	Buy	+32,000	New	+$162K	﹤0.01%	690

Other funds holding JQC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

EP Wealth Advisors's JQC Position: Q2 2025 in Review

EP Wealth Advisors reduced its Nuveen Credit Strategies Income Fund (JQC) stake by 21% in Q2 2025, selling an estimated $26.4K and leaving 18,860 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

EP Wealth Advisors first reported a position in JQC in Q3 2023 and has held it in 8 quarters since. The position peaked at $185K in Q3 2024. 156 funds tracked by Wall St. Rank hold JQC as of Q2 2025.

EP Wealth Advisors held 18,860 shares of Nuveen Credit Strategies Income Fund worth $102K as of Q2 2025.
EP Wealth Advisors sold 5,040 Nuveen Credit Strategies Income Fund shares in Q2 2025, an estimated $26.4K.
Nuveen Credit Strategies Income Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1388 holding.
EP Wealth Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q3 2023 and has held it in 8 quarters since.
EP Wealth Advisors's Nuveen Credit Strategies Income Fund position peaked at $185K in Q3 2024.
156 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.