Clear Street’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Clear Street’s Portfolio JLS Stock Details JLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$459K	Buy	+26,256	New	+$476K	﹤0.01%	590
2024 Q4	–	Sell	-49	Closed	-$903	–	611
2024 Q3	$903	Buy	49 +8	+20%	+$145	﹤0.01%	598
2024 Q2	$739	Buy	+41	New	+$722	﹤0.01%	674

Other funds holding JLS

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clear Street's JLS Position: Q2 2026 in Review

Clear Street opened a new position in Nuveen Mortgage and Income Fund (JLS) in Q2 2026: 26,256 shares worth $459K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings. This is a return to the name: Clear Street previously reported a position in JLS as recently as Q3 2024.

Clear Street first reported a position in JLS in Q2 2024 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold JLS as of Q2 2026.

Clear Street held 26,256 shares of Nuveen Mortgage and Income Fund worth $459K as of Q2 2026.
Nuveen Mortgage and Income Fund was a new Clear Street position in Q2 2026.
Nuveen Mortgage and Income Fund made up ﹤0.01% of Clear Street's portfolio in Q2 2026, its #590 holding.
Clear Street first reported a position in Nuveen Mortgage and Income Fund in Q2 2024 and has held it in 3 quarters since.
33 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q2 2026.

Based on Clear Street's 13F filing for Q2 2026, filed 12 Aug 2026.