Jones Financial Companies
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Jones Financial Companies’s Nuveen Municipal Income NMI Stock Holding History

Jones Financial Companies’s Portfolio NMI Stock Details NMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.33M Buy
638,558
+53,339
+9% +$535K ﹤0.01% 989
2025
Q4 		$5.81M Buy
585,219
+102,665
+21% +$1.03M ﹤0.01% 600
2025
Q3 		$4.78M Buy
482,554
+124,941
+35% +$1.23M ﹤0.01% 584
2025
Q2 		$3.58M Buy
357,613
+93,663
+35% +$915K ﹤0.01% 586
2025
Q1 		$2.57M Buy
263,950
+71,654
+37% +$700K ﹤0.01% 597
2024
Q4 		$1.81M Buy
192,296
+41,907
+28% +$405K ﹤0.01% 587
2024
Q3 		$1.5M Buy
150,389
+11,117
+8% +$112K ﹤0.01% 505
2024
Q2 		$1.37M Buy
+139,272
New +$1.3M ﹤0.01% 379

Other funds holding NMI

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Jones Financial Companies increased its Nuveen Municipal Income (NMI) stake by 9.1% in Q1 2026, buying an estimated $535K and bringing the position to 638,558 shares worth $6.33M. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Jones Financial Companies first reported a position in NMI in Q2 2024 and has held it in 8 quarters since. 34 funds tracked by Wall St. Rank hold NMI as of Q1 2026.

  • Jones Financial Companies held 638,558 shares of Nuveen Municipal Income worth $6.33M as of Q1 2026.
  • Jones Financial Companies bought 53,339 Nuveen Municipal Income shares in Q1 2026, an estimated $535K.
  • Nuveen Municipal Income made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #989 holding.
  • Jones Financial Companies first reported a position in Nuveen Municipal Income in Q2 2024 and has held it in 8 quarters since.
  • 34 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2026.

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