LPL Financial’s Nuveen Multi-Market Income Fund JMM Stock Holding History

LPL Financial’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
2026 Q2	$235K	Buy	40,044 +28,645	+251%	+$167K	﹤0.01%	5644
2026 Q1	$67.1K	Buy	+11,399	New	+$69.1K	﹤0.01%	5743
2025 Q4	–	Sell	-13,148	Closed	-$82.7K	–	5973
2025 Q3	$82.7K	Buy	13,148 +2,599	+25%	+$16.5K	﹤0.01%	5552
2025 Q2	$66.2K	Buy	+10,549	New	+$64.4K	﹤0.01%	5333
2021 Q4	–	Sell	-10,584	Closed	-$79K	–	4401
2021 Q3	$79K	Buy	10,584 +19	+0.2%	+$142	﹤0.01%	4181
2021 Q2	$79K	Buy	10,565 +19	+0.2%	+$139	﹤0.01%	4093
2021 Q1	$77K	Buy	+10,546	New	+$75.9K	﹤0.01%	3959
2017 Q2	–	Sell	-83,078	Closed	-$615K	–	2892
2017 Q1	$615K	Buy	83,078 +19	+0%	+$140	﹤0.01%	1621
2016 Q4	$607K	Buy	83,059 +3,040	+4%	+$22.2K	﹤0.01%	1570
2016 Q3	$603K	Buy	+80,019	New	+$596K	0.01%	1558
2016 Q2	–	Sell	-17,473	Closed	-$126K	–	2811
2016 Q1	$126K	Buy	17,473 +380	+2%	+$2.65K	﹤0.01%	2911
2015 Q4	$121K	Buy	+17,093	New	+$121K	﹤0.01%	2956

Other funds holding JMM

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

ACP

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

LPL Financial's JMM Position: Q2 2026 in Review

LPL Financial increased its Nuveen Multi-Market Income Fund (JMM) stake by 251% in Q2 2026, buying an estimated $167K and bringing the position to 40,044 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #5644.

LPL Financial first reported a position in JMM in Q4 2015 and has held it in 12 quarters since. The position peaked at $615K in Q1 2017. 18 funds tracked by Wall St. Rank hold JMM as of Q2 2026.

LPL Financial held 40,044 shares of Nuveen Multi-Market Income Fund worth $235K as of Q2 2026.
LPL Financial bought 28,645 Nuveen Multi-Market Income Fund shares in Q2 2026, an estimated $167K.
Nuveen Multi-Market Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5644 holding.
LPL Financial first reported a position in Nuveen Multi-Market Income Fund in Q4 2015 and has held it in 12 quarters since.
LPL Financial's Nuveen Multi-Market Income Fund position peaked at $615K in Q1 2017.
18 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.