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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
59%

Smart Money Signals — JLS

Based on 31 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.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
31 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 — +24% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+24% 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 — 59% buying

17 buying12 selling
Last quarter: 17 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.
⚠️

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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 16% medium ■ 19% new
20 out of 31 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 -1%, value -39%

Value
-38%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -39%. 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.
🏛️

Veteran-anchored — 65% veterans vs 19% newcomers

■ 65% veterans ■ 16% 1-2yr ■ 19% new
Entry-cohort mix of 31 holders: 20 (65%) are 2+ year veterans, 5 entered 1–2 years ago, and 6 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
8 of 31 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.
3.9
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 Q1, 17 hedge funds were net buyers of JLS (1 opened a new position, 16 added to an existing one), while 12 reduced or exited (10 trimmed, 2 sold completely) — a 59% 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: -1 funds (more exits than new entries). Total institutional holders: 31.

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 · 88d ago
JLS
nan%
XLF
nan%

JLS outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago
JLS
nan%
XLF
nan%

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

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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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

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 JLS holders by conviction (% of portfolio weight) — 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 Concorde Asset Management, LLC 0.24% 27,080 $495K
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 First Trust Advisors LP 0.00% 35,876 $650K
21 Raymond James Financial Inc 0.00% 47,711 $865K
22 Stifel Financial Corp 0.00% 11,962 $217K
23 Wells Fargo & Company/Mn 0.00% 50,244 $911K
24 Morgan Stanley 0.00% 93,597 $1.7M
25 LPL Financial LLC 0.00% 19,136 $347K
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 — 59% buying: Last quarter: 17 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 — 45% AUM from top-100 funds: 8 of 31 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?

65% of holders stayed for 2+ years: 20 out of 31 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 nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), JLS has gained nan% vs nan% 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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