LPL Financial
NXJ

LPL Financial’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

LPL Financial’s Portfolio NXJ Stock Details NXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.42M Buy
115,428
+5,414
+5% +$67.2K ﹤0.01% 3831
2025
Q4 		$1.39M Buy
110,014
+50,157
+84% +$636K ﹤0.01% 3737
2025
Q3 		$743K Buy
59,857
+13,380
+29% +$155K ﹤0.01% 4291
2025
Q2 		$528K Buy
46,477
+5,173
+13% +$58.9K ﹤0.01% 4342
2025
Q1 		$486K Buy
41,304
+9,253
+29% +$112K ﹤0.01% 4202
2024
Q4 		$390K Sell
32,051
-4,190
-12% -$52.4K ﹤0.01% 4313
2024
Q3 		$473K Buy
36,241
+9,017
+33% +$114K ﹤0.01% 4040
2024
Q2 		$332K Sell
27,224
-3,996
-13% -$47.7K ﹤0.01% 4191
2024
Q1 		$377K Buy
31,220
+721
+2% +$8.66K ﹤0.01% 4018
2023
Q4 		$359K Buy
30,499
+3,040
+11% +$33.4K ﹤0.01% 3941
2023
Q3 		$291K Sell
27,459
-2,871
-9% -$32.4K ﹤0.01% 3952
2023
Q2 		$348K Sell
30,330
-26,163
-46% -$301K ﹤0.01% 3725
2023
Q1 		$662K Sell
56,493
-19,521
-26% -$228K ﹤0.01% 3114
2022
Q4 		$859K Sell
76,014
-7,502
-9% -$83.8K ﹤0.01% 2754
2022
Q3 		$920K Buy
83,516
+7,740
+10% +$96.3K ﹤0.01% 2615
2022
Q2 		$954K Buy
75,776
+8,413
+12% +$105K ﹤0.01% 2609
2022
Q1 		$901K Buy
67,363
+12,760
+23% +$177K ﹤0.01% 2694
2021
Q4 		$840K Buy
54,603
+4,942
+10% +$76K ﹤0.01% 2811
2021
Q3 		$766K Sell
49,661
-956
-2% -$14.9K ﹤0.01% 2836
2021
Q2 		$789K Buy
50,617
+10,161
+25% +$153K ﹤0.01% 2768
2021
Q1 		$586K Buy
40,456
+3,072
+8% +$44K ﹤0.01% 2888
2020
Q4 		$537K Buy
37,384
+834
+2% +$11.6K ﹤0.01% 2680
2020
Q3 		$495K Buy
36,550
+1,580
+5% +$21.6K ﹤0.01% 2471
2020
Q2 		$463K Buy
34,970
+2,019
+6% +$26.5K ﹤0.01% 2461
2020
Q1 		$443K Buy
32,951
+12,983
+65% +$187K ﹤0.01% 2169
2019
Q4 		$293K Sell
19,968
-445
-2% -$6.46K ﹤0.01% 2788
2019
Q3 		$295K Sell
20,413
-95
-0.5% -$1.37K ﹤0.01% 2693
2019
Q2 		$289K Buy
20,508
+56
+0.3% +$780 ﹤0.01% 2727
2019
Q1 		$283K Sell
20,452
-47
-0.2% -$629 ﹤0.01% 2695
2018
Q4 		$261K Buy
20,499
+3,288
+19% +$41.6K ﹤0.01% 2578
2018
Q3 		$221K Sell
17,211
-6,205
-26% -$80.8K ﹤0.01% 2925
2018
Q2 		$306K Buy
23,416
+10,618
+83% +$138K ﹤0.01% 2630
2018
Q1 		$167K Buy
+12,798
New +$170K ﹤0.01% 2999
2017
Q3 		– Sell
-11,097
Closed -$152K – 2913
2017
Q2 		$152K Sell
11,097
-53,489
-83% -$730K ﹤0.01% 2653
2017
Q1 		$861K Sell
64,586
-4,778
-7% -$63.4K 0.01% 1366
2016
Q4 		$919K Buy
69,364
+2,998
+5% +$41.1K 0.01% 1270
2016
Q3 		$982K Sell
66,366
-3,500
-5% -$53.4K 0.01% 1217
2016
Q2 		$1.08M Sell
69,866
-73,135
-51% -$1.08M 0.01% 1119
2016
Q1 		$2.05M Buy
143,001
+59,339
+71% +$820K 0.01% 1186
2015
Q4 		$1.14M Buy
83,662
+33,345
+66% +$436K ﹤0.01% 1581
2015
Q3 		$649K Sell
50,317
-1,316
-3% -$16.9K ﹤0.01% 1566
2015
Q2 		$662K Sell
51,633
-3,260
-6% -$43.5K ﹤0.01% 1675
2015
Q1 		$755K Buy
54,893
+16,558
+43% +$227K ﹤0.01% 1558
2014
Q4 		$516K Buy
+38,335
New +$517K ﹤0.01% 1749

Other funds holding NXJ

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial's NXJ Position: Q1 2026 in Review

LPL Financial increased its Nuveen New Jersey Quality Municipal Income Fund (NXJ) stake by 4.9% in Q1 2026, buying an estimated $67.2K and bringing the position to 115,428 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #3831.

LPL Financial first reported a position in NXJ in Q4 2014 and has held it in 44 quarters since. The position peaked at $2.05M in Q1 2016. 64 funds tracked by Wall St. Rank hold NXJ as of Q1 2026.

  • LPL Financial held 115,428 shares of Nuveen New Jersey Quality Municipal Income Fund worth $1.42M as of Q1 2026.
  • LPL Financial bought 5,414 Nuveen New Jersey Quality Municipal Income Fund shares in Q1 2026, an estimated $67.2K.
  • Nuveen New Jersey Quality Municipal Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3831 holding.
  • LPL Financial first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2014 and has held it in 44 quarters since.
  • LPL Financial's Nuveen New Jersey Quality Municipal Income Fund position peaked at $2.05M in Q1 2016.
  • 64 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.