Jones Financial Companies
NIM icon

Jones Financial Companies’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Jones Financial Companies’s Portfolio NIM Stock Details NIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.31M Buy
460,466
+34,299
+8% +$320K ﹤0.01% 1253
2026
Q1 		$4.03M Buy
426,167
+31,177
+8% +$298K ﹤0.01% 1157
2025
Q4 		$3.68M Buy
394,990
+11,952
+3% +$111K ﹤0.01% 740
2025
Q3 		$3.53M Buy
383,038
+33,727
+10% +$309K ﹤0.01% 681
2025
Q2 		$3.15M Sell
349,311
-61,286
-15% -$556K ﹤0.01% 634
2025
Q1 		$3.79M Buy
410,597
+183,739
+81% +$1.67M ﹤0.01% 491
2024
Q4 		$1.98M Sell
226,858
-71,185
-24% -$643K ﹤0.01% 562
2024
Q3 		$2.77M Buy
298,043
+132,375
+80% +$1.22M ﹤0.01% 383
2024
Q2 		$1.5M Buy
165,668
+162,522
+5,166% +$1.45M ﹤0.01% 364
2024
Q1 		$28.3K Buy
3,146
+1,021
+48% +$9.19K ﹤0.01% 835
2023
Q4 		$18.7K Buy
+2,125
New +$18.4K ﹤0.01% 598

Other funds holding NIM

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
C
Croban Fremont, Ohio $227M AUM 16.8% 1-Year Est. Return

Jones Financial Companies's NIM Position: Q2 2026 in Review

Jones Financial Companies increased its Nuveen Select Maturities Municipal Fund (NIM) stake by 8% in Q2 2026, buying an estimated $320K and bringing the position to 460,466 shares worth $4.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Jones Financial Companies first reported a position in NIM in Q4 2023 and has held it in 11 quarters since. 46 funds tracked by Wall St. Rank hold NIM as of Q2 2026.

  • Jones Financial Companies held 460,466 shares of Nuveen Select Maturities Municipal Fund worth $4.31M as of Q2 2026.
  • Jones Financial Companies bought 34,299 Nuveen Select Maturities Municipal Fund shares in Q2 2026, an estimated $320K.
  • Nuveen Select Maturities Municipal Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1253 holding.
  • Jones Financial Companies first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2023 and has held it in 11 quarters since.
  • 46 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.