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FNY Investment Advisers’s Nuveen Mortgage and Income Fund JLS Stock Holding History

FNY Investment Advisers’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 		$0 Hold
50
– – ﹤0.01% 951
2026
Q1 		$0 Buy
+50
New +$917 ﹤0.01% 947
2025
Q4 		– Sell
-50
Closed – – 1176
2025
Q3 		$0 Hold
50
– – ﹤0.01% 1375
2025
Q2 		$0 Buy
+50
New +$905 ﹤0.01% 1079
2022
Q4 		– Sell
-100
Closed -$1K – 607
2022
Q3 		$1K Hold
100
– – ﹤0.01% 588
2022
Q2 		$1K Hold
100
– – ﹤0.01% 625
2022
Q1 		$1K Buy
+100
New +$1.94K ﹤0.01% 671
2021
Q2 		– Sell
-94
Closed -$1K – 874
2021
Q1 		$1K Sell
94
-4,326
-98% -$87.5K ﹤0.01% 722
2020
Q4 		$87K Buy
+4,420
New +$84.4K 0.02% 304
2020
Q1 		– Sell
-5,482
Closed -$120K – 640
2019
Q4 		$120K Buy
+5,482
New +$123K 0.04% 330
2019
Q3 		– Sell
-162
Closed -$3K – 1012
2019
Q2 		$3K Buy
162
+20
+14% +$464 ﹤0.01% 780
2019
Q1 		$3K Buy
+142
New +$3.26K ﹤0.01% 558
2018
Q4 		– Sell
-90
Closed -$2K – 842
2018
Q3 		$2K Hold
90
– – ﹤0.01% 720
2018
Q2 		$2K Buy
+90
New +$2.11K ﹤0.01% 805

Other funds holding JLS

NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FNY Investment Advisers's JLS Position: Q2 2026 in Review

FNY Investment Advisers held its Nuveen Mortgage and Income Fund (JLS) position steady in Q2 2026 at 50 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #951.

FNY Investment Advisers first reported a position in JLS in Q2 2018 and has held it in 14 quarters since. The position peaked at $120K in Q4 2019. 12 funds tracked by Wall St. Rank hold JLS as of Q2 2026.

  • FNY Investment Advisers held 50 shares of Nuveen Mortgage and Income Fund worth $0 as of Q2 2026.
  • FNY Investment Advisers left its Nuveen Mortgage and Income Fund share count unchanged in Q2 2026.
  • Nuveen Mortgage and Income Fund made up ﹤0.01% of FNY Investment Advisers's portfolio in Q2 2026, its #951 holding.
  • FNY Investment Advisers first reported a position in Nuveen Mortgage and Income Fund in Q2 2018 and has held it in 14 quarters since.
  • FNY Investment Advisers's Nuveen Mortgage and Income Fund position peaked at $120K in Q4 2019.
  • 12 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.