Who Owns Nuveen Mortgage and Income Fund (JLS)?Hedge Fund & Institutional Holders
Institutional Holders
36
as of Q4 2025
Total Institutional Value
$1.9000400020002e+73T
% of Float Held
—
QoQ Change in Holders
+11 / -2
Price History
JLS — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | New Position | +124K | +$2.0M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | New Position | +48K | +$880K |
| Closed-End Fund Advisors, Inc. | New Position | +21K | +$378K |
| MELFA WEALTH MANAGEMENT, INC. | New Position | +19K | +$338K |
| Sowell Financial Services LLC | New Position | +19K | +$337K |
| Hennion & Walsh Asset Management, Inc. | New Position | +14K | +$246K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New Position | +3K | +$53K |
| Eagle Bay Advisors LLC | New Position | +1K | +$25K |
| HIGHLINE WEALTH PARTNERS LLC | New Position | +150 | +$2K |
| Cambridge Investment Research Advisors, Inc. | New Position | +11K | +$0 |
| STIFEL FINANCIAL CORP | New Position | +12K | +$0 |
| Rockefeller Capital Management L.P. | Increased | +6 | +$-4.2M |
| LPL Financial LLC | Increased | +1K | +$-190.9M |
| Compound Planning, Inc. | Increased | +29K | +$-239.7M |
| Concorde Asset Management, LLC | Increased | +10K | +$-244.9M |
JLS — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Advisors Asset Management, Inc. | Decreased | -601 | -$2.9B |
| MORGAN STANLEY | Decreased | -5K | -$2.0B |
| Thomas J. Herzfeld Advisors, Inc. | Decreased | -17K | -$1.8B |
| WELLS FARGO & COMPANY/MN | Decreased | -4K | -$1.0B |
| Baird Financial Group, Inc. | Decreased | -846 | -$424.9M |
| CHOREO, LLC | Decreased | -2K | -$242.9M |
| UBS Group AG | Decreased | -2K | -$177.1M |
| SIT INVESTMENT ASSOCIATES INC | Decreased | -138K | -$4.0M |
| COMERICA BANK | Closed Position | -12 | -$227K |
| FNY Investment Advisers, LLC | Closed Position | -50 | -$0 |
Top Institutional Holders(Q4 2025)
JLS Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 32 | $35.9M | +9 |
| Q3 2025 | 23 | $17.9B | +5 |
| Q2 2025 | 18 | $15.0B | -9 |
| Q1 2025 | 27 | $31.1B | +0 |
| Q4 2024 | 27 | $1.5T | +1 |
| Q3 2024 | 26 | $11.1T | +2 |
| Q2 2024 | 24 | $10.4T | +3 |
| Q1 2024 | 21 | $9.1T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 36 institutional investors hold JLS (Nuveen Mortgage and Income Fund). The largest holder is SIT INVESTMENT ASSOCIATES INC with $19.0M in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own JLS?
As of Q4 2025, 36 institutional investors report holding JLS (Nuveen Mortgage and Income Fund) in their 13F filings.
Who is the largest institutional holder of JLS?
The largest institutional holder of JLS is SIT INVESTMENT ASSOCIATES INC with $19.0M in shares.
Is institutional ownership of JLS increasing or decreasing?
This quarter, 11 institutions opened new positions in JLS and 2 closed their positions.