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JLS Insider Trading

Insider Ownership Percentage: N/A
Insider Buying (Last 12 Months): $31,814.00
Insider Selling (Last 12 Months): $5,003.88

Nuveen Mortgage and Income Fund Insider Trading History Chart

This chart shows the insider buying and selling history at Nuveen Mortgage and Income Fund by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Nuveen Mortgage and Income Fund Share Price & Price History

Current Price: $18.46
Price Change: ▲ Price Increase of +0.13 (0.71%)
As of 06/12/2025 04:58 PM ET

This chart shows the closing price history over time for JLS up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Nuveen Mortgage and Income Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
5/5/2025Nathaniel T JonesVPBuy800$18.19$14,552.001,228View SEC Filing Icon  
5/5/2025Nathaniel T JonesVPBuy800$18.19$14,552.001,228View SEC Filing Icon  
4/4/2025Aashh ParekhPortfolio ManagerBuy50$17.70$885.004,551View SEC Filing Icon  
4/2/2025Aashh ParekhPortfolio ManagerBuy100$18.25$1,825.004,501View SEC Filing Icon  
6/21/2024Aashh ParekhPortfolio ManagerSell276$18.13$5,003.884,401View SEC Filing Icon  
10/26/2023Nathaniel T JonesVPBuy428$16.04$6,865.12428View SEC Filing Icon  
10/20/2023Aashh ParekhPortfolio ManagerBuy200$15.53$3,106.004,677View SEC Filing Icon  
10/17/2023Aashh ParekhPortfolio ManagerBuy200$15.65$3,130.004,477View SEC Filing Icon  
5/19/2023Aashh ParekhPortfolio ManagerBuy400$15.87$6,348.004,277View SEC Filing Icon  
5/4/2023Aashh ParekhPortfolio ManagerBuy100$15.85$1,585.003,877View SEC Filing Icon  
4/28/2023Aashh ParekhPortfolio ManagerBuy100$15.92$1,592.003,777View SEC Filing Icon  
4/21/2023Aashh ParekhPortfolio ManagerBuy100$15.93$1,593.003,677View SEC Filing Icon  
4/19/2023Aashh ParekhPortfolio ManagerBuy50$15.98$799.003,577View SEC Filing Icon  
4/14/2023Aashh ParekhPortfolio ManagerBuy150$16.04$2,406.003,527View SEC Filing Icon  
3/14/2023Aashh ParekhPortfolio ManagerBuy75$16.00$1,200.003,377View SEC Filing Icon  
11/7/2022Aashh ParekhPortfolio ManagerBuy157$15.87$2,491.593,302View SEC Filing Icon  
9/26/2022Aashh ParekhPortfolio ManagerBuy157$16.00$2,512.002,831View SEC Filing Icon  
9/23/2022Aashh ParekhPortfolio ManagerBuy154$16.25$2,502.502,674View SEC Filing Icon  
9/13/2022Aashh ParekhPortfolio ManagerBuy150$16.80$2,520.002,520View SEC Filing Icon  
7/28/2022Aashh ParekhPortfolio ManagerBuy150$16.70$2,505.002,370View SEC Filing Icon  
7/18/2022Stephen VirgilioPortfolio ManagerBuy500$16.30$8,150.001,000View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Nuveen Mortgage and Income Fund (NYSE:JLS)

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at JLS by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Nuveen Mortgage and Income Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Advisors Asset Management Inc.157,416$2.96M0.1%+0.5%0.000%Search for SEC Filing on Google Icon
5/14/2025Thomas J. Herzfeld Advisors Inc.92,014$1.73M0.6%+5.4%0.000%Search for SEC Filing on Google Icon
5/13/2025Sit Investment Associates Inc.1,416,022$26.58M0.6%-8.6%0.000%Search for SEC Filing on Google Icon
5/6/2025Choreo LLC21,234$0.40M0.0%+5.5%0.000%Search for SEC Filing on Google Icon
5/5/2025IFP Advisors Inc34,957$0.66M0.0%+9.6%0.000%Search for SEC Filing on Google Icon
4/29/2025Envestnet Asset Management Inc.96,950$1.82M0.0%+9.6%0.000%Search for SEC Filing on Google Icon
4/8/2025Private Client Services LLC134,205$2.52M1.2%-1.9%0.000%Search for SEC Filing on Google Icon
2/17/2025Ameriprise Financial Inc.94,135$1.69M0.0%+115.3%0.000%Search for SEC Filing on Google Icon
2/13/2025Raymond James Financial Inc.43,022$0.77M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2025Sit Investment Associates Inc.1,549,364$27.89M0.6%-1.7%0.000%Search for SEC Filing on Google Icon
2/13/2025Wells Fargo & Company MN62,472$1.13M0.0%+49.7%0.000%Search for SEC Filing on Google Icon
2/12/2025Thomas J. Herzfeld Advisors Inc.87,331$1.57M0.5%+8.0%0.000%Search for SEC Filing on Google Icon
2/10/2025Advisors Asset Management Inc.156,564$2.82M0.1%+52.5%0.000%Search for SEC Filing on Google Icon
2/7/2025Independent Advisor Alliance13,885$0.25M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/6/2025Raymond James Financial Inc.43,022$0.77M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/4/2025IFP Advisors Inc31,898$0.57M0.0%+4.4%0.000%Search for SEC Filing on Google Icon
1/27/2025Choreo LLC20,129$0.36M0.0%+29.5%0.000%Search for SEC Filing on Google Icon
1/17/2025Melfa Wealth Management Inc.18,360$0.33M0.2%+15.8%0.000%Search for SEC Filing on Google Icon
1/8/2025Private Client Services LLC136,872$2.46M1.3%+1.9%0.000%Search for SEC Filing on Google Icon
11/15/2024Kovitz Investment Group Partners LLC62,757$1.13M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/8/2024Advisors Asset Management Inc.102,635$1.89M0.0%+202.7%0.000%Search for SEC Filing on Google Icon
11/5/2024Nations Financial Group Inc. IA ADV53,178$0.98M0.1%+45.5%0.000%Search for SEC Filing on Google Icon
11/1/2024Fiera Capital Corp27,448$0.51M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/22/2024International Assets Investment Management LLC54,553$1.01M0.0%+1,743.0%0.000%Search for SEC Filing on Google Icon
10/19/2024Allspring Global Investments Holdings LLC74,908$1.38M0.0%-50.8%0.000%Search for SEC Filing on Google Icon
10/8/2024Atomi Financial Group Inc.10,389$0.19M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/3/2024Private Client Services LLC134,308$2.48M1.3%+39.2%0.000%Search for SEC Filing on Google Icon
7/30/2024International Assets Investment Management LLC2,960$53K0.0%N/A0.000%Search for SEC Filing on Google Icon
7/29/2024Nations Financial Group Inc. IA ADV36,542$0.66M0.1%+2.8%0.000%Search for SEC Filing on Google Icon
7/29/2024Private Client Services LLC96,487$1.74M1.1%N/A0.000%Search for SEC Filing on Google Icon
5/17/2024Clear Point Advisors Inc.1,945$35K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/2/2024Choreo LLC14,589$0.26M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/23/2024Nations Financial Group Inc. IA ADV35,542$0.63M0.1%+3.4%0.000%Search for SEC Filing on Google Icon
2/13/20241607 Capital Partners LLC234,824$3.96M0.3%-19.4%0.000%Search for SEC Filing on Google Icon
2/12/2024Relative Value Partners Group LLC434,014$7.33M0.4%-6.2%0.000%Search for SEC Filing on Google Icon
1/25/2024International Assets Investment Management LLC53,341$0.90M0.0%+1,588.0%0.000%Search for SEC Filing on Google Icon
1/24/2024Sowell Financial Services LLC15,107$0.26M0.0%-18.3%0.000%Search for SEC Filing on Google Icon
1/24/2024International Assets Investment Management LLC53,341$0.90M0.0%+1,588.0%0.000%Search for SEC Filing on Google Icon
1/22/2024Melfa Wealth Management LLC10,743$0.18M0.2%N/A0.000%Search for SEC Filing on Google Icon
1/16/2024Raymond James Financial Services Advisors Inc.24,926$0.42M0.0%-5.2%0.000%Search for SEC Filing on Google Icon
11/14/2023Thomas J. Herzfeld Advisors Inc.190,719$3.03M1.2%+10.6%0.000%Search for SEC Filing on Google Icon
11/8/2023Sowell Financial Services LLC18,481$0.30M0.0%-8.1%0.000%Search for SEC Filing on Google Icon
10/12/2023IFP Advisors Inc23,277$0.37M0.0%+26.8%0.000%Search for SEC Filing on Google Icon
10/11/2023Ignite Planners LLC11,219$0.18M0.1%N/A0.000%Search for SEC Filing on Google Icon
10/4/2023International Assets Investment Management LLC3,160$50K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/16/2023Thomas J. Herzfeld Advisors Inc.172,382$2.78M1.1%+3.1%0.000%Search for SEC Filing on Google Icon
8/10/2023Sit Investment Associates Inc.1,509,452$24.33M0.6%+0.3%0.000%Search for SEC Filing on Google Icon
8/7/2023Tortoise Investment Management LLC28,096$0.45M0.1%+3.5%0.000%Search for SEC Filing on Google Icon
8/4/2023Envestnet Asset Management Inc.83,401$1.34M0.0%+24.6%0.000%Search for SEC Filing on Google Icon
8/4/2023IFP Advisors Inc18,353$0.43M0.0%+256.2%0.000%Search for SEC Filing on Google Icon
6/28/2023Relative Value Partners Group LLC493,380$7.87M0.5%-2.1%0.000%Search for SEC Filing on Google Icon
5/15/2023Relative Value Partners Group LLC493,380$7.87M0.5%-2.1%0.000%Search for SEC Filing on Google Icon
5/8/2023Pekin Hardy Strauss Inc.26,329$0.42M0.1%+33.8%0.000%Search for SEC Filing on Google Icon
4/18/2023IFP Advisors Inc5,152$0.12M0.0%-47.2%0.000%Search for SEC Filing on Google Icon
4/14/2023Raymond James Financial Services Advisors Inc.25,930$0.41M0.0%+5.2%0.000%Search for SEC Filing on Google Icon
4/13/2023Allspring Global Investments Holdings LLC152,310$2.43M0.0%+21.0%0.000%Search for SEC Filing on Google Icon
2/13/2023Pekin Hardy Strauss Inc.19,678$0.32M0.0%-6.9%0.000%Search for SEC Filing on Google Icon
2/10/2023Sit Investment Associates Inc.1,500,440$24.28M0.7%-6.9%0.000%Search for SEC Filing on Google Icon
2/8/2023Raymond James Financial Services Advisors Inc.24,652$0.40M0.0%-5.1%0.000%Search for SEC Filing on Google Icon
2/8/2023Fiera Capital Corp32,397$0.52M0.0%+5.7%0.000%Search for SEC Filing on Google Icon
2/8/2023Thrivent Financial for Lutherans13,744$0.22M0.0%-12.9%0.000%Search for SEC Filing on Google Icon
2/7/2023Nations Financial Group Inc. IA ADV26,492$0.43M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/7/2023Envestnet Asset Management Inc.82,431$1.33M0.0%+163.4%0.000%Search for SEC Filing on Google Icon
2/3/2023Tortoise Investment Management LLC27,231$0.44M0.1%+57.2%0.000%Search for SEC Filing on Google Icon
1/23/2023Allspring Global Investments Holdings LLC125,891$2.04M0.0%+21.1%0.000%Search for SEC Filing on Google Icon
11/15/2022Logan Stone Capital LLC40,083$0.65M0.4%+9.9%0.000%Search for SEC Filing on Google Icon
11/15/2022Family Management Corp13,744$0.22M0.1%-78.0%0.000%Search for SEC Filing on Google Icon
11/14/2022Almitas Capital LLC52,929$0.85M0.6%+15,794.6%0.000%Search for SEC Filing on Google Icon
11/14/2022Thomas J. Herzfeld Advisors Inc.125,468$2.02M0.9%+7.0%0.000%Search for SEC Filing on Google Icon
11/10/2022Hilton Capital Management LLC12,328$0.20M0.0%-14.4%0.000%Search for SEC Filing on Google Icon
11/10/2022Relative Value Partners Group LLC502,494$8.12M0.7%-1.7%0.000%Search for SEC Filing on Google Icon
11/8/2022Matisse Capital84,000$1.35M1.7%+36.3%0.000%Search for SEC Filing on Google Icon
11/8/2022IFP Advisors Inc10,048$0.24M0.0%+251,100.0%0.000%Search for SEC Filing on Google Icon
11/4/2022Tortoise Investment Management LLC17,321$0.28M0.1%+9.5%0.000%Search for SEC Filing on Google Icon
11/4/2022Foresight Wealth Management LLC11,258$0.18M0.0%+6.9%0.000%Search for SEC Filing on Google Icon
10/26/2022Allspring Global Investments Holdings LLC103,948$1.67M0.0%+31.5%0.000%Search for SEC Filing on Google Icon
8/11/2022Sit Investment Associates Inc.1,522,546$25.15M0.8%+0.8%0.000%Search for SEC Filing on Google Icon
8/10/2022Fiera Capital Corp30,725$0.51M0.0%+24.3%0.000%Search for SEC Filing on Google Icon
8/10/2022Thomas J. Herzfeld Advisors Inc.117,260$1.94M0.8%+2.8%0.000%Search for SEC Filing on Google Icon
8/8/2022Baird Financial Group Inc.29,134$0.48M0.0%+24.2%0.000%Search for SEC Filing on Google Icon
8/5/2022Pekin Hardy Strauss Inc.17,430$0.29M0.0%-23.1%0.000%Search for SEC Filing on Google Icon
8/3/2022Envestnet Asset Management Inc.28,852$0.48M0.0%-4.7%0.000%Search for SEC Filing on Google Icon
8/3/2022Tortoise Investment Management LLC15,821$0.26M0.1%+187.7%0.000%Search for SEC Filing on Google Icon
7/29/2022Patriot Financial Group Insurance Agency LLC9,434$0.16M0.0%-6.6%0.000%Search for SEC Filing on Google Icon
7/29/2022Foresight Wealth Management LLC10,529$0.17M0.0%-5.9%0.000%Search for SEC Filing on Google Icon
7/28/2022Matisse Capital61,645$1.02M1.0%N/A0.000%Search for SEC Filing on Google Icon
7/28/2022Whittier Trust Co. of Nevada Inc.4,149$68K0.0%N/A0.000%Search for SEC Filing on Google Icon
7/28/2022Whittier Trust Co.41,200$0.68M0.0%N/A0.000%Search for SEC Filing on Google Icon
7/25/2022Allspring Global Investments Holdings LLC79,037$1.31M0.0%+24.1%0.000%Search for SEC Filing on Google Icon
7/13/2022Private Advisor Group LLC10,448$0.17M0.0%-14.3%0.000%Search for SEC Filing on Google Icon
5/17/20221607 Capital Partners LLC31,181$0.57M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/13/2022Pekin Hardy Strauss Inc.22,680$0.41M0.1%-9.6%0.000%Search for SEC Filing on Google Icon
5/12/2022Sit Investment Associates Inc.1,511,200$27.60M0.7%+1.4%0.000%Search for SEC Filing on Google Icon
5/11/2022Patriot Financial Group Insurance Agency LLC10,101$0.18M0.0%-12.8%0.000%Search for SEC Filing on Google Icon
5/9/2022Fiera Capital Corp24,724$0.45M0.0%+32.7%0.000%Search for SEC Filing on Google Icon
5/6/2022Tortoise Investment Management LLC5,500$100K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/4/2022Envestnet Asset Management Inc.30,280$0.55M0.0%+11.9%0.000%Search for SEC Filing on Google Icon
5/4/2022Foresight Wealth Management LLC11,184$0.20M0.0%-63.4%0.000%Search for SEC Filing on Google Icon
2/14/2022Rockefeller Capital Management L.P.1,631$34K0.0%-65.1%0.000%Search for SEC Filing on Google Icon
2/8/2022Fiera Capital Corp18,629$0.39M0.0%+2.8%0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Nuveen Mortgage and Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and Wellington Management Company LLP. It invests in the fixed income markets of the United States. The fund invests in undervalued mortgage-backed securities consisting primarily of non-agency residential mortgage-backed securities and commercial mortgage-backed securities with a favorable total return potential. It seeks to invest in below investment grade securities. The fund employs fundamental analysis with a focus on bottom-up stock picking approach based on rigorous analysis of the credit performance of the mortgage loan portfolios underlying the MBS, security structure characteristics such as the priority of payment, credit enhancement and default patterns of underlying loans, and the relative financial strength of the mortgage loan servicer to create its portfolio. It benchmarks the performance of its portfolio against Barclays Capital U.S. Aggregate Bond Index. It was formerly known as Nuveen Mortgage Opportunity Term Fund. Nuveen Mortgage and Income Fund was formed on September 10, 2009 and is domiciled in the United States.
Read More on Nuveen Mortgage and Income Fund

Today's Range

Now: $18.46
Low: $18.33
High: $18.47

50 Day Range

MA: $18.01
Low: $17.13
High: $18.45

52 Week Range

Now: $18.46
Low: $16.80
High: $19.25

Volume

19,098 shs

Average Volume

21,473 shs

Market Capitalization

N/A

P/E Ratio

N/A

Dividend Yield

0.06%

Beta

N/A

Who are the company insiders with the largest holdings of Nuveen Mortgage and Income Fund?

Nuveen Mortgage and Income Fund's top insider shareholders include:
  1. Aashh Parekh (Portfolio Manager)
  2. Nathaniel T Jones (VP)
Learn More about top insider investors at Nuveen Mortgage and Income Fund.

Who are the major institutional investors of Nuveen Mortgage and Income Fund?

Nuveen Mortgage and Income Fund's top institutional investors include:
  1. Sit Investment Associates Inc. — 0.00%
  2. Advisors Asset Management Inc. — 0.00%
  3. Private Client Services LLC — 0.00%
  4. Envestnet Asset Management Inc. — 0.00%
  5. Thomas J. Herzfeld Advisors Inc. — 0.00%
  6. IFP Advisors Inc — 0.00%
Learn More about top institutional investors of Nuveen Mortgage and Income Fund stock.

Which institutional investors are selling Nuveen Mortgage and Income Fund stock?

Within the last quarter, JLS stock was sold by these institutional investors:
  1. Sit Investment Associates Inc.
  2. Private Client Services LLC

Which institutional investors are buying Nuveen Mortgage and Income Fund stock?

During the last quarter, JLS stock was purchased by institutional investors including:
  1. Envestnet Asset Management Inc.
  2. Thomas J. Herzfeld Advisors Inc.
  3. IFP Advisors Inc
  4. Choreo LLC
  5. Advisors Asset Management Inc.
During the last year, these company insiders have bought Nuveen Mortgage and Income Fund stock:
  1. Aashh Parekh (Portfolio Manager)
  2. Nathaniel T Jones (VP)
Learn More investors buying Nuveen Mortgage and Income Fund stock.