JP Morgan Chase
JLS icon

JP Morgan Chase’s Nuveen Mortgage and Income Fund JLS Stock Holding History

JP Morgan Chase’s Portfolio JLS Stock Details JLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-767
Closed -$13.8K – 7549
2024
Q2 		$13.8K Sell
767
-77
-9% -$1.36K ﹤0.01% 6206
2024
Q1 		$15K Buy
+844
New +$14.5K ﹤0.01% 6280
2023
Q3 		– Sell
-87
Closed -$1.4K – 7600
2023
Q2 		$1.4K Sell
87
-1,518
-95% -$24.2K ﹤0.01% 6407
2023
Q1 		$26K Buy
+1,605
New +$26.5K ﹤0.01% 5911

Other funds holding JLS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

JP Morgan Chase's JLS Position: Q3 2024 in Review

JP Morgan Chase sold out of Nuveen Mortgage and Income Fund (JLS) in Q3 2024, closing a stake of 767 shares — an estimated $13.8K sold.

JP Morgan Chase first reported a position in JLS in Q1 2023 and held it in 4 quarters. The position peaked at $26K in Q1 2023. 33 funds tracked by Wall St. Rank hold JLS as of Q3 2024.

  • JP Morgan Chase reported no remaining Nuveen Mortgage and Income Fund position as of Q3 2024 after selling out during the quarter.
  • JP Morgan Chase sold 767 Nuveen Mortgage and Income Fund shares in Q3 2024, an estimated $13.8K.
  • JP Morgan Chase first reported a position in Nuveen Mortgage and Income Fund in Q1 2023 and held it in 4 quarters.
  • JP Morgan Chase's Nuveen Mortgage and Income Fund position peaked at $26K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q3 2024.

Based on JP Morgan Chase's 13F filing for Q3 2024, filed 8 Nov 2024.