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Jupiter Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Jupiter Wealth Management’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 		$2.78M Buy
+240,237
New +$2.79M 1.1% 22
2024
Q3 		– Sell
-205,787
Closed -$2.37M – 101
2024
Q2 		$2.37M Sell
205,787
-2,000
-1% -$21.9K 1.26% 25
2024
Q1 		$2.26M Buy
207,787
+50,000
+32% +$549K 1.2% 26
2023
Q4 		$1.74M Hold
157,787
– – 1.02% 26
2023
Q3 		$1.6M Buy
157,787
+77
+0% +$809 1.04% 26
2023
Q2 		$1.72M Sell
157,710
-50,864
-24% -$556K 1.48% 20
2023
Q1 		$2.32M Hold
208,574
– – 2.14% 17
2022
Q4 		$2.37M Sell
208,574
-50,000
-19% -$545K 2.29% 16
2022
Q3 		$2.74M Buy
258,574
+10,000
+4% +$120K 2.75% 13
2022
Q2 		$2.92M Hold
248,574
– – 2.66% 14
2022
Q1 		$3.27M Buy
248,574
+12,814
+5% +$179K 2.04% 18
2021
Q4 		$3.68M Buy
235,760
+9,000
+4% +$137K 1.91% 19
2021
Q3 		$3.48M Buy
226,760
+23,500
+12% +$371K 1.64% 20
2021
Q2 		$3.24M Buy
203,260
+37,600
+23% +$572K 1.55% 22
2021
Q1 		$2.48M Buy
165,660
+43,550
+36% +$645K 1.25% 27
2020
Q4 		$1.84M Buy
122,110
+8,000
+7% +$117K 1.13% 29
2020
Q3 		$1.64M Buy
114,110
+8,500
+8% +$122K 1.15% 25
2020
Q2 		$1.51M Buy
105,610
+3,000
+3% +$40.5K 0.76% 33
2020
Q1 		$1.33M Buy
102,610
+27,000
+36% +$384K 0.78% 30
2019
Q4 		$1.09M Buy
75,610
+12,500
+20% +$178K 0.53% 34
2019
Q3 		$903K Buy
63,110
+27,110
+75% +$384K 0.48% 38
2019
Q2 		$505K Buy
36,000
+4,000
+13% +$53.7K 0.25% 50
2019
Q1 		$415K Buy
+32,000
New +$416K 0.2% 53

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jupiter Wealth Management's NEA Position: Q1 2026 in Review

Jupiter Wealth Management opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026: 240,237 shares worth $2.78M. The stake represents 1.1% of the portfolio and ranks #22 among its holdings. This is a return to the name: Jupiter Wealth Management previously reported a position in NEA as recently as Q2 2024.

Jupiter Wealth Management first reported a position in NEA in Q1 2019 and has held it in 23 quarters since. The position peaked at $3.68M in Q4 2021. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

  • Jupiter Wealth Management held 240,237 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $2.78M as of Q1 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund was a new Jupiter Wealth Management position in Q1 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 1.1% of Jupiter Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Jupiter Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2019 and has held it in 23 quarters since.
  • Jupiter Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $3.68M in Q4 2021.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.