Welcome to our dedicated page for Nuveen NJ Quality Muni SEC filings (Ticker: NXJ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Nuveen New Jersey Quality Municipal Income Fund (NXJ) files a range of documents with the U.S. Securities and Exchange Commission that explain its structure, objectives, and governance as a closed-end municipal bond fund. Its common shares of beneficial interest are listed on the New York Stock Exchange, and the fund reports under the Securities Exchange Act of 1934. On this page, you can review NXJ’s SEC filings alongside AI-generated summaries that highlight key points for readers who want a clearer view of the fund’s regulatory disclosures.
For NXJ, proxy statements (DEF 14A) are especially important. A definitive proxy statement outlines proposals for an Agreement and Plan of Merger under which Nuveen New Jersey Quality Municipal Income Fund and other state-specific Nuveen municipal funds could be combined with Nuveen Municipal High Income Opportunity Fund. The document details how the boards evaluated potential benefits such as possible changes in net earnings, secondary market liquidity, operating expenses, portfolio flexibility, and the impact on state tax exemptions for shareholders. AI summaries can help identify the main proposals, board recommendations, and implications for both common and preferred shareholders.
Current reports on Form 8-K provide updates on specific material events. An 8-K filing for NXJ reports the addition of a portfolio manager from Nuveen Asset Management and explicitly notes that there will be no changes to the fund’s investment objective or investment policies in connection with this appointment. AI analysis can surface these kinds of governance and management changes quickly, without requiring readers to parse every section of the filing.
Through this filings page, you can access NXJ’s proxy materials, 8-K reports, and other Exchange Act filings, while AI tools assist by summarizing complex sections, pointing out changes in fund structure or management, and organizing information relevant to tax-exempt municipal bond investors.
Nuveen Municipal High Income Opportunity Fund distributes a proxy solicitation for the Nuveen New Jersey Quality Municipal Income Fund and urges shareholders to vote for the meeting scheduled March 19, 2026. The Board is recommending a FOR vote on all proposals and provides a toll-free telephone number and reference for voting through Computershare.
NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND reported insider information for Joseph Castro, who serves as EVP, Chief Risk & Compliance. The Form 3 data lists him as an officer and shows no buy, sell, acquire, or dispose transactions, with all transaction share counts reported as zero.
Nuveen outlines how a proposed merger into Nuveen Municipal High Income Opportunity Fund (NMZ) would affect shareholders of NXJ, NQP and another state-specific municipal fund. The key focus is the loss of state tax exemption versus changes in earnings yields.
As of July 31, 2025, common earnings yields were 3.30% for NXJ, 3.54% for NQP and 3.32% for the other fund, compared with a 6.17% common earnings yield for NMZ post-merger, implying increases of 2.87%, 2.63% and 2.85%. After adjusting for each state’s maximum tax rate, state tax adjusted equivalent rates were 3.70%, 3.65% and 3.49% versus NMZ’s 6.17%, still showing gains of 2.47%, 2.52% and 2.68%. The funds state that shareholders would experience no negative impact from losing state tax exemption on earnings because NMZ’s higher yield more than offsets it.
Nuveen’s municipal funds are asking common and preferred shareholders to approve a merger of NXJ, NQP, and a Missouri fund into NMZ, creating a larger combined municipal income fund. As of July 31, 2025, the combined fund would have about $3.37 billion in managed assets and $2.12 billion in common assets.
For common shareholders, the materials highlight a post-merger NMZ common earnings yield of 6.17%, versus about 3.30%–3.54% for the target funds, and taxable equivalent rates rising by roughly 3.6%–4.3%. Total expense ratios are projected to fall, with indicated savings such as 0.34% for NXJ and 1.42% for the Missouri fund.
The merger is also expected to narrow trading discounts and improve liquidity, with bid/ask spreads tightening and average daily trading volume increasing. For preferred shareholders, NMZ’s diversified national portfolio means its preferred shares will not include the state tax gross-up feature, and the merged structure would have a leverage ratio around 42.04% and preferred share coverage of about 334.24% as of July 31, 2025.
Nuveen is asking shareholders to approve a merger of three state-specific municipal funds into Nuveen Municipal High Income Opportunity Fund (NMZ). Common shares of Nuveen New Jersey Quality Municipal Income Fund (NXJ), Nuveen Pennsylvania Quality Municipal Income Fund (NQP), and Nuveen Missouri Quality Municipal Income Fund would be exchanged for newly issued NMZ common shares, with all four funds’ preferred shareholders also voting.
As of July 31, 2025, the combined fund would have about $3.37 billion in managed assets, with NMZ representing 53.9% of that total. Post‑merger, the projected common earnings yield for NXJ, NQP and the Missouri fund rises to 6.17%, implying gains of roughly 2.6–2.9 percentage points, while taxable equivalent rates for those funds increase by about 3.6–4.3 percentage points.
Total expense ratios are expected to decline for each target fund, with indicated savings of 0.34% for NXJ, 0.24% for NQP and 1.42% for the Missouri fund, and bid/ask spreads and average daily trading volume are shown improving. However, preferred shareholders moving into NMZ will lose existing state tax gross‑up provisions, and the combined portfolio will hold more lower‑rated municipal securities, reflecting NMZ’s credit profile, though it will also be more diversified, with 909 holdings as of December 31, 2025.