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Equibles

JLS · Nuveen Mortgage & Income Fund/MA/

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$16.36 +0.06 (+0.37%) At close · Oct 2
Rebalance outlook locked
Market Cap
$88.45M
Shares
5.48M
Volume · Oct 2 47.48K Avg daily vol (3M) 25.72K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$16.36 Open$16.30 Day$16.25–16.41 52W close$16.13–18.92 Avg vol 30d23K Short int4K · 0.1% float · 1.0d Short vol25% DataJan 2020–Oct 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
11.3%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-12.5%
Trailing year
Short interest
0.1%
Latest settlement · 1.0 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Very Weak Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15.3 · calm Equity put/call 0.58
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −8%
below
Price vs 50-day avg −3%
below
RSI (14) 39
neutral
MACD trend Positive
52-week position 8%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −3%
trailing
6-month return −12%
trailing
YTD return −10%
this year
Relative strength −24%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $17 › 200d $18 — 200d above 50d
Institutional flow Accumulating
1 of 32 funds reported for Sep 30 · net +1.7K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.07% of float · ▲ +160.9% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
32 holders — mid 3-yr range
Squeeze score 36
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 9%
annualized · 1-yr
Max drawdown −15%
past year
ATR 1.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Neutral
2 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−8% Bearish
Price vs 50-day avg
−3% Neutral
RSI (14)
39 Neutral
MACD trend
Positive Bullish
52-week position
8% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $17 › 200d $18 — 200d above 50d
Institutional flow Accumulating
1 of 32 funds reported for Sep 30 · net +1.7K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.07% of float · ▲ +160.9% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
32 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $16 Now $16 · 8% Range high $19
vs 200-day avg -8% vs 50-day avg -3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
JLS
Nuveen Mortgage & Income Fund/MA/
this stock
$88.45M -10.1% — — 0.1%
BLK
BlackRock, Inc.
 $347.03B -1.0% +16.2% 25.6 0.6%
KKR
KKR & Co. Inc.
 $86.77B -29.2% -11.0% — 1.5%
BX
Blackstone Inc.
 $85.57B -27.5% +9.2% 25.6 2.6%
BN
BROOKFIELD Corp /ON/
 $81.46B -19.5% — — 0.9%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
33
% held
40.1%
Reported
1 of 32
Top holder
SIT INVESTMENT ASSOCIATES…
Held Float
View
Held by Funds
Fund positions
3
View
Short & Settlement
Short Interest Rising
Shares short
4.0K
Days to cover
1.0d
Change
+2.5K sh
View
Short Volume
Short vol %
25%
As of
Oct 2, 2026
Short Total
View
Fails to Deliver
FTD shares
200
Value
$3.4K
As of
Sep 8, 2026
View
Off-Exchange
Off-exchange %
62.7%
Week of
Aug 24, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 3, 2026
This year
2
View

Performance

5D 20D 120D MTD YTD
JLS +1.3% -3.0% -11.8% -0.1% -10.1%
SPY -0.2% -0.5% +12.2% +0.9% +12.9%
vs SPY +1.5% -2.5% -23.9% -1.0% -22.9%

Capital returns

Latest dividend
$0.154 / share · ex Sep 15, 2026
Declared · upcoming
$0.1535 / share · ex Oct 15, 2026
Raised 8.5%
Paid (TTM)
$1.848 / share · 12 payouts
Dividend yield (TTM, derived)
11.30%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1472215 CUSIP 670735109 13F (30d) 2 filings 2 filers Visit website Investor relations