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

Shaker Financial Services’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 Q3	$74.2K	Buy	+13,415	New	+$77.1K	0.02%	143
2025 Q1	–	Sell	-10,782	Closed	-$65.2K	–	172
2024 Q4	$65.2K	Hold	10,782	–	–	0.03%	174
2024 Q3	$68.9K	Hold	10,782	–	–	0.03%	156
2024 Q2	$64.7K	Sell	10,782 -463	-4%	-$2.75K	0.03%	155
2024 Q1	$68.8K	Buy	+11,245	New	+$67.2K	0.03%	155
2022 Q1	–	Sell	-10,349	Closed	-$78K	–	171
2021 Q4	$78K	Sell	10,349 -11,089	-52%	-$82.7K	0.03%	161
2021 Q3	$161K	Buy	21,438 +7,938	+59%	+$59.2K	0.06%	135
2021 Q2	$101K	Buy	+13,500	New	+$99K	0.04%	156
2017 Q3	–	Sell	-21,300	Closed	-$160K	–	115
2017 Q2	$160K	Buy	+21,300	New	+$160K	0.09%	101

Other funds holding JMM

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Shaker Financial Services's JMM Position: Q3 2026 in Review

Shaker Financial Services opened a new position in Nuveen Multi-Market Income Fund (JMM) in Q3 2026: 13,415 shares worth $74.2K. The stake represents 0.02% of the portfolio and ranks #143 among its holdings. This is a return to the name: Shaker Financial Services previously reported a position in JMM as recently as Q4 2024.

Shaker Financial Services first reported a position in JMM in Q2 2017 and has held it in 9 quarters since. The position peaked at $161K in Q3 2021. 3 funds tracked by Wall St. Rank hold JMM as of Q3 2026.

Shaker Financial Services held 13,415 shares of Nuveen Multi-Market Income Fund worth $74.2K as of Q3 2026.
Nuveen Multi-Market Income Fund was a new Shaker Financial Services position in Q3 2026.
Nuveen Multi-Market Income Fund made up 0.02% of Shaker Financial Services's portfolio in Q3 2026, its #143 holding.
Shaker Financial Services first reported a position in Nuveen Multi-Market Income Fund in Q2 2017 and has held it in 9 quarters since.
Shaker Financial Services's Nuveen Multi-Market Income Fund position peaked at $161K in Q3 2021.
3 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.