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
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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

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

Shaker Financial Services's JMM Position: Q1 2025 in Review

Shaker Financial Services sold out of Nuveen Multi-Market Income Fund (JMM) in Q1 2025, closing a stake of 10,782 shares — an estimated $65.2K sold.

Shaker Financial Services first reported a position in JMM in Q2 2017 and held it in 8 quarters. The position peaked at $161K in Q3 2021. 14 funds tracked by Wall St. Rank hold JMM as of Q1 2025.

Shaker Financial Services reported no remaining Nuveen Multi-Market Income Fund position as of Q1 2025 after selling out during the quarter.
Shaker Financial Services sold 10,782 Nuveen Multi-Market Income Fund shares in Q1 2025, an estimated $65.2K.
Shaker Financial Services first reported a position in Nuveen Multi-Market Income Fund in Q2 2017 and held it in 8 quarters.
Shaker Financial Services's Nuveen Multi-Market Income Fund position peaked at $161K in Q3 2021.
14 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q1 2025.

Based on Shaker Financial Services's 13F filing for Q1 2025, filed 9 May 2025.