Jones Financial Companies
JRI icon

Jones Financial Companies’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Jones Financial Companies’s Portfolio JRI Stock Details JRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-266
Closed -$3.62K – 4837
2025
Q4 		$3.62K Sell
266
-899
-77% -$12.4K ﹤0.01% 3630
2025
Q3 		$16.3K Buy
+1,165
New +$15.7K ﹤0.01% 2892

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AIA
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Wells Fargo
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YCM
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LPL Financial
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Jones Financial Companies sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2026, closing a stake of 266 shares — an estimated $3.62K sold.

Jones Financial Companies first reported a position in JRI in Q3 2025 and held it in 2 quarters. The position peaked at $16.3K in Q3 2025. 91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

  • Jones Financial Companies reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 266 Nuveen Real Asset Income & Growth Fund shares in Q1 2026, an estimated $3.62K.
  • Jones Financial Companies first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2025 and held it in 2 quarters.
  • Jones Financial Companies's Nuveen Real Asset Income & Growth Fund position peaked at $16.3K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

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