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Equibles

MORGAN STANLEY

Position in JLS — Nuveen Mortgage & Income Fund/MA/

CIK 895421 NEW YORK, NY
Back to JLS Full portfolio

Position in JLS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,518,871
-$178,042 QoQ
Shares Held
86,892
-7.2% QoQ
Ownership
1.59%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in JLS Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $35,605,070,068 across 472 Asset Management names. JLS ranks #381 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 96,972,188 $6,415,036,347
2 BX
Blackstone Inc.
 34,842,332 $4,099,897,196
3 BLK
BlackRock, Inc.
 3,642,875 $3,362,925,195
4 STT
State Street Corp
 51,181,926 $3,292,726,330
5 APO
Apollo Global Management, Inc.
 8,937,664 $1,057,415,020
6 KKR
KKR & Co. Inc.
 9,004,913 $826,470,907
7 AMP
Ameriprise Financial Inc
 1,743,842 $800,004,946
8 BN
BROOKFIELD Corp /ON/
 13,738,306 $585,114,445

All Filings in JLS

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,518,871 86,892
2026-03-31 $1,696,913 93,597
2025-12-31 $1,818,780 99,988
2025-09-30 $1,967,807 105,118
2025-06-30 $2,031,582 108,409
2025-03-31 $1,968,614 104,881
2024-12-31 $2,049,912 113,884
2024-09-30 $1,867,510 101,330
2024-06-30 $1,731,433 96,084
2024-03-31 $1,548,848 87,210
2023-12-31 $1,185,768 70,247
2023-09-30 $1,122,319 70,675
2023-06-30 $1,173,729 72,812
2023-03-31 $899,377 56,352
2022-12-31 $1,853,224 114,538
2022-09-30 $1,846,434 114,828
2022-06-30 $1,897,107 114,837
2022-03-31 $2,354,590 128,948
2021-12-31 $2,815,996 134,351
2021-09-30 $3,035,268 146,278
2021-06-30 $2,971,894 142,264
2021-03-31 $3,020,411 145,562
2020-12-31 $1,897,643 95,986
2020-09-30 $2,213,541 116,933
2020-06-30 $2,180,626 111,541
2020-03-31 $1,509,369 91,755