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
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 $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $193M AUM 13.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
C
Croban Fremont, Ohio $213M AUM 14.32% 1-Year Est. Return

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

Jones Financial Companies increased its Nuveen Select Maturities Municipal Fund (NIM) stake by 7.9% in Q1 2026, buying an estimated $298K and bringing the position to 426,167 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Jones Financial Companies first reported a position in NIM in Q4 2023 and has held it in 10 quarters since. 52 funds tracked by Wall St. Rank hold NIM as of Q1 2026.

  • Jones Financial Companies held 426,167 shares of Nuveen Select Maturities Municipal Fund worth $4.03M as of Q1 2026.
  • Jones Financial Companies bought 31,177 Nuveen Select Maturities Municipal Fund shares in Q1 2026, an estimated $298K.
  • Nuveen Select Maturities Municipal Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1157 holding.
  • Jones Financial Companies first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2023 and has held it in 10 quarters since.
  • 52 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q1 2026.

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