MHS
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M Holdings Securities’s Nuveen Multi-Market Income Fund JMM Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-36,878
Closed -$230K – 135
2025
Q2 		$230K Buy
+36,878
New +$225K 0.04% 153

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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M Holdings Securities's JMM Position: Q3 2025 in Review

M Holdings Securities sold out of Nuveen Multi-Market Income Fund (JMM) in Q3 2025, closing a stake of 36,878 shares — an estimated $230K sold.

M Holdings Securities first reported a position in JMM in Q2 2025 and held it in 1 quarter. The position peaked at $230K in Q2 2025. 16 funds tracked by Wall St. Rank hold JMM as of Q3 2025.

  • M Holdings Securities reported no remaining Nuveen Multi-Market Income Fund position as of Q3 2025 after selling out during the quarter.
  • M Holdings Securities sold 36,878 Nuveen Multi-Market Income Fund shares in Q3 2025, an estimated $230K.
  • M Holdings Securities first reported a position in Nuveen Multi-Market Income Fund in Q2 2025 and held it in 1 quarter.
  • M Holdings Securities's Nuveen Multi-Market Income Fund position peaked at $230K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q3 2025.

Based on M Holdings Securities's 13F filing for Q3 2025, filed 13 Nov 2025.