HWAM
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Hennion & Walsh Asset Management’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Hennion & Walsh Asset Management’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 		$593K Buy
33,944
+4,361
+15% +$79K 0.02% 702
2026
Q1 		$536K Buy
29,583
+16,005
+118% +$293K 0.02% 695
2025
Q4 		$247K Buy
+13,578
New +$253K 0.01% 866

Other funds holding JLS

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Hennion & Walsh Asset Management's JLS Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Nuveen Mortgage and Income Fund (JLS) stake by 15% in Q2 2026, buying an estimated $79K and bringing the position to 33,944 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #702.

Hennion & Walsh Asset Management first reported a position in JLS in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold JLS as of Q2 2026.

  • Hennion & Walsh Asset Management held 33,944 shares of Nuveen Mortgage and Income Fund worth $593K as of Q2 2026.
  • Hennion & Walsh Asset Management bought 4,361 Nuveen Mortgage and Income Fund shares in Q2 2026, an estimated $79K.
  • Nuveen Mortgage and Income Fund made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #702 holding.
  • Hennion & Walsh Asset Management first reported a position in Nuveen Mortgage and Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.