Focus Partners Wealth JMM β€” NUVEEN MULTI-MKT INCOME FD

Ownership history in Focus Partners Wealth  Β·  2 quarters on record

AI Ownership Summary

Focus Partners Wealth reported NUVEEN MULTI-MKT INCOME FD (JMM) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows JMM at 0.00% 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.

What this JMM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focus Partners Wealth's position in NUVEEN MULTI-MKT INCOME FD, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 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 Focus Partners Wealth held JMM β€” position size vs. price
% of Fund (quarterly)    JMM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 162,651 -1,113 -0.7% 0.00% $960K 2026-05-15 $5.72
2025 Q4 INITIATED β€” β€” β€” 163,764 β€” β€” 0.00% $989K 2026-02-13 $6.12

FAQ About Focus Partners Wealth and JMM

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

How long has Focus Partners Wealth reported owning JMM?

Focus Partners Wealth reported JMM across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported JMM position in Focus Partners Wealth's portfolio?

The largest reported portfolio weight for JMM was 0.00% in 2025 Q4.

What is the latest reported JMM position on this page?

The most recent filing on this page is 2026 Q1, when Focus Partners Wealth reported 162,651 shares, equal to 0.00% of portfolio, with an estimated market value of $960K.

What does the chart on this JMM ownership page compare?

The chart compares Focus Partners Wealth'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.

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