Nuveen Mortgage and Income Fund

JLS

Market cap $96.3M

JLS Hedge Fund Activity: Q1 2026 in Review

32 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q1 2026, worth a combined $42.9M — down 3.1% from $44.3M a quarter earlier.

Fund positioning in JLS was balanced in Q1 2026: 2 funds opened new positions, 2 closed out, 15 added to existing stakes and 10 trimmed.

The largest buyer was Ameriprise, adding an estimated $854K. The largest seller was Sit Investment Associates, cutting an estimated $2.39M.

• 32 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q1 2026, unchanged from Q4 2025.
• Funds reported $42.9M of Nuveen Mortgage and Income Fund stock for Q1 2026, down 3.1% quarter-over-quarter.
• 2 funds opened new Nuveen Mortgage and Income Fund positions in Q1 2026 and 2 closed out, a net change of 0 holders.
• The largest Nuveen Mortgage and Income Fund buyer in Q1 2026 was Ameriprise, an estimated $854K added.
• The largest Nuveen Mortgage and Income Fund seller in Q1 2026 was Sit Investment Associates, an estimated $2.39M sold.

Based on aggregated 13F filings for Q1 2026.