Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuveen Mortgage and Income F (JLS)

32 + Investors. Track Smart Money conviction in JLS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — JLS

Based on 32 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JLS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
32 hedge funds hold JLS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +39% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+39% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

15 buying12 selling
Last quarter: 15 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 1 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 6% medium ■ 22% new
23 out of 32 hedge funds have held JLS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
⚠️

Saturation — most institutions already know this story

0 → 5 → 7 → 1 → 2 new funds/Q
New funds entering each quarter: 5 → 7 → 1 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 66% veterans vs 22% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 22% new
Entry-cohort mix of 32 holders: 21 (66%) are 2+ year veterans, 4 entered 1–2 years ago, and 7 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
9 of 32 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in JLS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JLS

In 2026 Q2, 15 hedge funds were net buyers of JLS (2 opened a new position, 13 added to an existing one), while 12 reduced or exited (11 trimmed, 1 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 53% of total institutional value in JLS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 32.

Hedge Fund Ownership: JLS

How many hedge funds hold JLS — quarterly history vs. share price
Quarterly hedge fund ownership of JLS vs. share price

Market Analysis: JLS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JLS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: JLS
32 + Investors

Track Smart Money conviction in JLS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 32 31 3.23%
13F Shares 2M 2M -8.65%
Total Value $23M $27M -15.87%
New Positions 2 1 +1
Increased Positions 13 16 -3
Closed Positions 1 2 -1
Reduced Positions 11 10 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JLS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

32 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JLS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JLS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Closed-End Fund Advisors, Inc. 0.35% 20,710 $362K
2 Thomas J. Herzfeld Advisors, Inc. 0.24% 44,897 $785K
3 Melfa Wealth Management, INC. 0.18% 18,744 $328K
4 Nations Financial Group Inc, /Ia/ /Adv 0.04% 48,428 $846K
5 Advisors Asset Management, Inc. 0.02% 87,984 $1.5M
6 Venture Visionary Partners LLC 0.02% 46,782 $818K
7 Compound Planning, Inc. 0.02% 41,876 $732K
8 Hennion & Walsh Asset Management, Inc. 0.02% 33,944 $593K
9 Sowell Financial Services LLC 0.01% 18,576 $325K
10 Fiera Capital Corp 0.00% 67,056 $1.2M
11 International Assets Investment Management, LLC 0.00% 2,760 $48K
12 Ameriprise Financial Inc 0.00% 368,549 $6.4M
13 Osaic Holdings, INC. 0.00% 58,822 $1.0M
14 Clear Street Group Inc. 0.00% 26,256 $459K
15 Highline Wealth Partners LLC 0.00% 150 $3K
16 Baird Financial Group, Inc. 0.00% 21,950 $384K
17 First Trust Advisors LP 0.00% 37,080 $648K
18 Cetera Investment Advisers 0.00% 19,021 $332K
19 EverSource Wealth Advisors, LLC 0.00% 500 $9K
20 Envestnet Asset Management Inc 0.00% 57,224 $1.0M
21 Raymond James Financial Inc 0.00% 49,360 $863K
22 Stifel Financial Corp 0.00% 11,962 $209K
23 Wells Fargo & Company/Mn 0.00% 51,635 $902K
24 Morgan Stanley 0.00% 86,892 $1.5M
25 LPL Financial LLC 0.00% 19,816 $346K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nuveen Mortgage and Income F (JLS)

What does the Smart Money Trend signal show for JLS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JLS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JLS?

Slight buying edge — 56% buying: Last quarter: 15 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JLS holders?

Elite ownership — 53% AUM from top-100 funds: 9 of 32 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in JLS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JLS?

72% of holders stayed for 2+ years: 23 out of 32 hedge funds have held JLS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →