Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN MORTGAGE AND INCOME F (JLS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — JLS

Based on 30 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JLS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
30 funds currently hold this stock — 94% of the 3.0-year high of 32 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

16 buying13 selling
Last quarter: 16 funds bought or added vs 13 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 5 → 7 → 1. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 17% medium 17% new
20 out of 30 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.
💎

Buying through price weakness — shares -2%, value -40%

Value
-40%
Shares
-2%
Last quarter: funds added -2% more shares while total portfolio value only changed -40%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~1 new funds/quarter

1 → 0 → 5 → 7 → 1 new funds/Q
New funds entering each quarter: 0 → 5 → 7 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 17% 1-2yr 17% new
Of 30 current holders: 20 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
8 of 30 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 16 hedge funds were net buyers of JLS (1 opened a new position, 15 added to an existing one), while 13 reduced or exited (10 trimmed, 3 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 45% of total institutional value in JLS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 30.

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.

Is It Too Late to Buy NUVEEN MORTGAGE AND INCOME F (JLS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JLS has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 52d ago
JLS
+63.8%
XLF
+4.6%

JLS outperformed XLF by +59.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 7d ago
JLS
-0.9%
XLF
+1.1%

Since the filing became public, JLS outperformed XLF by -2.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.2
/ 10
conviction
Hedge Fund Positioning: JLS
30 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 30 32 -6.25%
13F Shares 2M 2M -2.46%
Total Value $27M $44M -40.0%
New Positions 1 7 -6
Increased Positions 15 14 +1
Closed Positions 3 1 +2
Reduced Positions 10 9 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JLS

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Financial Highlights

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Institutional Holders (2026 Q1)

30 + 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 institutional holders of JLS — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thomas J. Herzfeld Advisors, Inc. 0.45% 72,639 $1.3M
2 Closed-End Fund Advisors, Inc. 0.38% 20,810 $377K
3 SIT INVESTMENT ASSOCIATES INC 0.35% 960,255 $17K
4 MELFA WEALTH MANAGEMENT, INC. 0.19% 18,671 $338K
5 EverSource Wealth Advisors, LLC 0.05% 34,830 $1.8M
6 Advisors Asset Management, Inc. 0.05% 156,726 $2.8M
7 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% 48,428 $878K
8 Venture Visionary Partners LLC 0.03% 46,757 $848K
9 Compound Planning, Inc. 0.02% 41,609 $754K
10 Hennion & Walsh Asset Management, Inc. 0.02% 29,583 $536K
11 Sowell Financial Services LLC 0.01% 18,576 $337K
12 Fiera Capital Corp 0.00% 65,360 $1.2M
13 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 2,760 $50K
14 OSAIC HOLDINGS, INC. 0.00% 57,415 $1.0M
15 AMERIPRISE FINANCIAL INC 0.00% 296,505 $5.4M
16 Cetera Investment Advisers 0.00% 40,038 $726K
17 HIGHLINE WEALTH PARTNERS LLC 0.00% 150 $3K
18 Baird Financial Group, Inc. 0.00% 22,091 $401K
19 ENVESTNET ASSET MANAGEMENT INC 0.00% 117,760 $2.1M
20 Cambridge Investment Research Advisors, Inc. 0.00% 11,879
21 FIRST TRUST ADVISORS LP 0.00% 35,876 $650K
22 RAYMOND JAMES FINANCIAL INC 0.00% 47,711 $865K
23 STIFEL FINANCIAL CORP 0.00% 11,962 $217K
24 WELLS FARGO & COMPANY/MN 0.00% 50,244 $911K
25 MORGAN STANLEY 0.00% 93,597 $1.7M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JLS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JLS?

Slight buying edge — 55% buying: Last quarter: 16 funds bought or added vs 13 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 — 45% AUM from top-100 funds: 8 of 30 holders are among the 100 largest funds by AUM, controlling 45% 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?

67% of holders stayed for 2+ years: 20 out of 30 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.

Is it too late to buy NUVEEN MORTGAGE AND INCOME F (JLS) following the 2026 Q1 hedge fund 13F filings?

As of today, JLS has moved -0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLF sector ETF — an outperformance of -2.0%. Since the quarter end (March 31, 2026), JLS has gained +63.8% vs +4.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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