JLS

Nuveen Mortgage & Income$17.92 0.56%
UnclassifiedUSCUSIP 670735109· EOD Jun 12, 2026◍ Confluence graph
Tracked 13F Holders
7
+0 QoQ
13F Value (tracked)
$7.4M
Insider Net · 180d
$6K
2↑ 0↓
Recent Filings
10
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)3 adding · 2 trimming
Insider net (180d)+$6K

Price & smart-money activity

$17.92 0.56%5Y -14.1%
$14.98$16.71$18.43$20.15$21.882021202220232024202520263223543544222434454273463624334343
Hover for who · click for detailEnd-of-day closing prices52w $17.57 – $19.02
Build

Use JLS data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns JLS

This stock page is the Follow view. The Build view lets your agent query JLS owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/JLS"
Ask your agent
Use Arkolith to show who owns JLS,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

7 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Advisors Asset Management, Inc.
$2.8M
157K
+0.9%
Added · +1K sh
Q1 2026
2Fiera Capital Corp
$1.2M
65K
−3.4%
Reduced · −2K sh
Q1 2026
3NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$878K
48K
Held
Q1 2026
4Venture Visionary Partners LLC
$848K
47K
+12%
Added · +5K sh
Q1 2026
5Compound Planning, Inc.
$754K
42K
−0.2%
Reduced · −96 sh
Q1 2026
6Hennion & Walsh Asset Management, Inc.
$536K
30K
+118%
Added · +16K sh
Q1 2026
7Sowell Financial Services LLC
$337K
19K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
3
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$6K
2 insiders
Sells · 180d
$0
0 insiders
Net
$6K
2 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Mar 23, 2026Virgilio StephenInsiderBuy (P)250$5K
Jan 6, 2026Parekh AashhInsiderBuy (P)100$2K
Aug 29, 2025Virgilio StephenInsiderSell (S)150$3K
May 5, 2025Jones Nathaniel T.Vice President and TreasurerBuy (P)800$15K
Apr 4, 2025Parekh AashhInsiderBuy (P)50$885
Apr 2, 2025Parekh AashhInsiderBuy (P)100$2K
Jun 21, 2024Parekh AashhInsiderSell (S)276$5K
Oct 26, 2023Jones Nathaniel T.Vice President and TreasurerBuy (P)215$3K
Oct 26, 2023Jones Nathaniel T.Vice President and TreasurerBuy (P)213$3K
Oct 20, 2023Parekh AashhInsiderBuy (P)200$3K
Oct 17, 2023Parekh AashhInsiderBuy (P)200$3K

Institutional ownership over time

22 funds+2 since Q2 2022
01122Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $21.8M

Funds that own JLS also own

CompanyCo-held byCombined value
APPLE INCAAPL17 funds$26.7B
MICROSOFT CORPMSFT17 funds$20.9B
JPMORGAN CHASE & COJPM17 funds$13.9B
ALPHABET INC-CL AGOOGL17 funds$13.5B
JOHNSON & JOHNSONJNJ17 funds$13.4B
AMAZON.COM INCAMZN17 funds$12.2B
META PLATFORMS INC-CLASS AMETA17 funds$12.0B
EXXON MOBIL CORPXOM17 funds$10.4B
VISA INC-CLASS A SHARESV17 funds$9.9B
PEPSICO INCPEP17 funds$9.6B
HOME DEPOT INCHD17 funds$9.4B
VERIZON COMMUNICATIONS INCVZ17 funds$9.1B

Ranked by how many of JLS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

10 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JLS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.