Jones Financial Companies’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Jones Financial Companies’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$83.5K	Sell	7,432 -256	-3%	-$2.98K	﹤0.01%	2740
2025 Q4	$89.4K	Buy	7,688 +252	+3%	+$2.9K	﹤0.01%	2254
2025 Q3	$84.7K	Sell	7,436 -758	-9%	-$8.34K	﹤0.01%	2143
2025 Q2	$89.4K	Sell	8,194 -319	-4%	-$3.46K	﹤0.01%	1980
2025 Q1	$95.3K	Buy	8,513 +1,081	+15%	+$12.3K	﹤0.01%	1792
2024 Q4	$83.8K	Hold	7,432	–	–	﹤0.01%	1685
2024 Q3	$89K	Hold	7,432	–	–	﹤0.01%	1448
2024 Q2	$85.2K	Sell	7,432 -951	-11%	-$10.4K	﹤0.01%	1098
2024 Q1	$92.8K	Buy	+8,383	New	+$92K	﹤0.01%	609
2021 Q4	–	Sell	-2,508	Closed	-$38K	–	768
2021 Q3	$38K	Buy	+2,508	New	+$39.6K	﹤0.01%	354

Other funds holding NEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Jones Financial Companies reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 3.3% in Q1 2026, selling an estimated $2.98K and leaving 7,432 shares worth $83.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

Jones Financial Companies first reported a position in NEA in Q3 2021 and has held it in 10 quarters since. The position peaked at $95.3K in Q1 2025. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

Jones Financial Companies held 7,432 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $83.5K as of Q1 2026.
Jones Financial Companies sold 256 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $2.98K.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2740 holding.
Jones Financial Companies first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2021 and has held it in 10 quarters since.
Jones Financial Companies's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $95.3K in Q1 2025.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

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