Jones Financial Companies
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Jones Financial Companies’s Nuveen Global High Income Fund JGH Stock Holding History

Jones Financial Companies’s Portfolio JGH Stock Details JGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-273
Closed -$3.44K – 4833
2025
Q4 		$3.44K Sell
273
-1,598
-85% -$20.4K ﹤0.01% 3653
2025
Q3 		$25.4K Buy
+1,871
New +$24.9K ﹤0.01% 2669

Other funds holding JGH

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Jones Financial Companies's JGH Position: Q1 2026 in Review

Jones Financial Companies sold out of Nuveen Global High Income Fund (JGH) in Q1 2026, closing a stake of 273 shares — an estimated $3.44K sold.

Jones Financial Companies first reported a position in JGH in Q3 2025 and held it in 2 quarters. The position peaked at $25.4K in Q3 2025. 66 funds tracked by Wall St. Rank hold JGH as of Q1 2026.

  • Jones Financial Companies reported no remaining Nuveen Global High Income Fund position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 273 Nuveen Global High Income Fund shares in Q1 2026, an estimated $3.44K.
  • Jones Financial Companies first reported a position in Nuveen Global High Income Fund in Q3 2025 and held it in 2 quarters.
  • Jones Financial Companies's Nuveen Global High Income Fund position peaked at $25.4K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Nuveen Global High Income Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.