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 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 $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 $854M AUM 25.16% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial's JMM Position: Q1 2026 in Review

LPL Financial opened a new position in Nuveen Multi-Market Income Fund (JMM) in Q1 2026: 11,399 shares worth $67.1K. The stake represents ﹤0.01% of the portfolio and ranks #5743 among its holdings. This is a return to the name: LPL Financial previously reported a position in JMM as recently as Q3 2025.

LPL Financial first reported a position in JMM in Q4 2015 and has held it in 11 quarters since. The position peaked at $615K in Q1 2017. 18 funds tracked by Wall St. Rank hold JMM as of Q1 2026.

LPL Financial held 11,399 shares of Nuveen Multi-Market Income Fund worth $67.1K as of Q1 2026.
Nuveen Multi-Market Income Fund was a new LPL Financial position in Q1 2026.
Nuveen Multi-Market Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5743 holding.
LPL Financial first reported a position in Nuveen Multi-Market Income Fund in Q4 2015 and has held it in 11 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 Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.