Nations Financial Group’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Nations Financial Group’s Portfolio JLS Stock Details JLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$846K	Hold	48,428	–	–	0.04%	422
2026 Q1	$878K	Hold	48,428	–	–	0.05%	401
2025 Q4	$881K	Sell	48,428 -4,750	-9%	-$88.4K	0.05%	383
2025 Q3	$995K	Hold	53,178	–	–	0.06%	322
2025 Q2	$997K	Sell	53,178 -300	-0.6%	-$5.43K	0.07%	287
2025 Q1	$1M	Buy	53,478 +300	+0.6%	+$5.62K	0.08%	272
2024 Q4	$957K	Hold	53,178	–	–	0.07%	284
2024 Q3	$980K	Buy	53,178 +16,636	+46%	+$301K	0.07%	284
2024 Q2	$658K	Buy	36,542 +1,000	+3%	+$17.6K	0.05%	346
2024 Q1	$631K	Buy	35,542 +1,175	+3%	+$20.2K	0.05%	359
2023 Q4	$580K	Hold	34,367	–	–	0.05%	351
2023 Q3	$546K	Sell	34,367 -425	-1%	-$6.91K	0.05%	343
2023 Q2	$561K	Buy	34,792 +7,300	+27%	+$116K	0.06%	358
2023 Q1	$439K	Buy	27,492 +1,000	+4%	+$16.5K	0.05%	395
2022 Q4	$429K	Buy	+26,492	New	+$423K	0.05%	388

Other funds holding JLS

SIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Nations Financial Group's JLS Position: Q2 2026 in Review

Nations Financial Group held its Nuveen Mortgage and Income Fund (JLS) position steady in Q2 2026 at 48,428 shares worth $846K. The position accounts for 0.04% of the portfolio, ranked #422.

Nations Financial Group first reported a position in JLS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1M in Q1 2025. 33 funds tracked by Wall St. Rank hold JLS as of Q2 2026.

Nations Financial Group held 48,428 shares of Nuveen Mortgage and Income Fund worth $846K as of Q2 2026.
Nations Financial Group left its Nuveen Mortgage and Income Fund share count unchanged in Q2 2026.
Nuveen Mortgage and Income Fund made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #422 holding.
Nations Financial Group first reported a position in Nuveen Mortgage and Income Fund in Q4 2022 and has held it in 15 quarters since.
Nations Financial Group's Nuveen Mortgage and Income Fund position peaked at $1M in Q1 2025.
33 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.