Aviance Capital Partners, LLC JMM NUVEEN MULTI-MARKET INCOME

Ownership history in Aviance Capital Partners, LLC  ·  27 quarters on record

AI Ownership Summary

Aviance Capital Partners, LLC reported NUVEEN MULTI-MARKET INCOME (JMM) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2023 Q4. The latest visible filing shows JMM at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JMM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aviance Capital Partners, LLC's position in NUVEEN MULTI-MARKET INCOME, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JMM was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aviance Capital Partners, LLC held JMM — position size vs. price
% of Fund (quarterly)    JMM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 137,558 +636 +0.5% 0.09% $810K 2026-05-06 $5.83
2025 Q4 ADDED 136,922 +1,150 +0.8% 0.10% $827K 2026-02-06 $6.00
2025 Q3 ADDED 135,772 +20,053 +17.3% 0.10% $854K 2025-10-29 $5.97
2025 Q2 ADDED 115,719 +2,299 +2.0% 0.09% $727K 2025-08-05 $6.12
2025 Q1 ADDED 113,420 +6,802 +6.4% 0.10% $705K 2025-04-29 $5.72
2024 Q4 ADDED 106,618 +19,560 +22.5% 0.09% $645K 2025-02-07 $5.64
2024 Q3 REDUCED 12.0% -3.8% 87,058 -11,862 -12.0% 0.07% $554K 2024-11-07 $5.47
2024 Q2 REDUCED 9.5% +8.0% 98,920 -10,423 -9.5% 0.08% $591K 2024-08-09 $5.60
2024 Q1 REDUCED 5.6% -0.6% 109,343 -6,462 -5.6% 0.10% $666K 2024-04-18 $5.19
2023 Q4 REDUCED 13.4% +4.5% 115,805 -17,977 -13.4% 0.15% $684K 2024-02-06 $5.30
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Aviance Capital Partners, LLC and JMM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aviance Capital Partners, LLC reported owning JMM?

Aviance Capital Partners, LLC reported JMM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JMM position in Aviance Capital Partners, LLC's portfolio?

The largest reported portfolio weight for JMM was 0.15% in 2023 Q4.

What is the latest reported JMM position on this page?

The most recent filing on this page is 2026 Q1, when Aviance Capital Partners, LLC reported 137,558 shares, equal to 0.09% of portfolio, with an estimated market value of $810K.

What does the chart on this JMM ownership page compare?

The chart compares Aviance Capital Partners, LLC's quarterly JMM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aviance Capital Partners, LLC time their JMM position?

Based on 13F filing dates vs. subsequent JMM price moves, Aviance Capital Partners, LLC correctly timed 17 out of 26 reported position changes (65%). The annualised alpha on JMM relative to SPY over the holding period was -12.1%.

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