Kovitz Investment Group Partners’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Kovitz Investment Group Partners’s Portfolio JMM Stock Details JMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-156,438	Closed	-$986K	–	913
2025 Q3	$986K	Sell	156,438 -31,388	-17%	-$199K	﹤0.01%	848
2025 Q2	$1.18M	Buy	187,826 +54,385	+41%	+$332K	0.01%	761
2025 Q1	$830K	Buy	133,441 +537	+0.4%	+$3.29K	﹤0.01%	787
2024 Q4	$804K	Buy	132,904 +817	+0.6%	+$4.98K	﹤0.01%	768
2024 Q3	$840K	Buy	+132,087	New	+$814K	0.01%	666

Other funds holding JMM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

SMA

Seven Mile Advisory Ewing, New Jersey $139M AUM 26.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Kovitz Investment Group Partners's JMM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Nuveen Multi-Market Income Fund (JMM) in Q4 2025, closing a stake of 156,438 shares — an estimated $986K sold.

Kovitz Investment Group Partners first reported a position in JMM in Q3 2024 and held it in 5 quarters. The position peaked at $1.18M in Q2 2025. 15 funds tracked by Wall St. Rank hold JMM as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Nuveen Multi-Market Income Fund position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 156,438 Nuveen Multi-Market Income Fund shares in Q4 2025, an estimated $986K.
Kovitz Investment Group Partners first reported a position in Nuveen Multi-Market Income Fund in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Nuveen Multi-Market Income Fund position peaked at $1.18M in Q2 2025.
15 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.