Steward Partners Investment Advisory’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Steward Partners Investment Advisory’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	-1,998	Closed	-$12.1K	–	4089
2024 Q4	$12.1K	Buy	+1,998	New	+$12.2K	﹤0.01%	3020
2019 Q3	–	Sell	-300	Closed	-$2K	–	2690
2019 Q2	$2K	Buy	+300	New	+$2.15K	﹤0.01%	2439
2018 Q4	–	Sell	-300	Closed	-$2K	–	1482
2018 Q3	$2K	Sell	300 -400	-57%	-$2.81K	﹤0.01%	2375
2018 Q2	$5K	Hold	700	–	–	﹤0.01%	1992
2018 Q1	$5K	Hold	700	–	–	﹤0.01%	1791
2017 Q4	$5K	Buy	+700	New	+$5.28K	﹤0.01%	1509

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

Steward Partners Investment Advisory's JMM Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Nuveen Multi-Market Income Fund (JMM) in Q1 2025, closing a stake of 1,998 shares — an estimated $12.1K sold.

Steward Partners Investment Advisory first reported a position in JMM in Q4 2017 and held it in 6 quarters. The position peaked at $12.1K in Q4 2024. 14 funds tracked by Wall St. Rank hold JMM as of Q1 2025.

Steward Partners Investment Advisory reported no remaining Nuveen Multi-Market Income Fund position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,998 Nuveen Multi-Market Income Fund shares in Q1 2025, an estimated $12.1K.
Steward Partners Investment Advisory first reported a position in Nuveen Multi-Market Income Fund in Q4 2017 and held it in 6 quarters.
Steward Partners Investment Advisory's Nuveen Multi-Market Income Fund position peaked at $12.1K in Q4 2024.
14 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.