Nathaniel T. Jones - Net Worth and Insider Trading

Nathaniel T. Jones Net Worth

The estimated net worth of Nathaniel T. Jones is at least $124,672 dollars as of 2024-04-25. Nathaniel T. Jones is the Vice President and Treasurer of Nuveen AMT-Free Municipal Credit Income Fund and owns about 2,500 shares of Nuveen AMT-Free Municipal Credit Income Fund (NVG) stock worth over $29,000. Nathaniel T. Jones is the Vice President and Treasurer of Nuveen Preferred & Income Opportunities Fund and owns about 3,370 shares of Nuveen Preferred & Income Opportunities Fund (JPC) stock worth over $23,691. Nathaniel T. Jones is also the Vice President and Treasurer of Nuveen Municipal High Income Opp Fund and owns about 1,100 shares of Nuveen Municipal High Income Opp Fund (NMZ) stock worth over $11,319. Besides these, Nathaniel T. Jones also holds Nuveen Real Asset Income and Growth Fund (JRI) , Nuveen Credit Strategies Income Fund (JQC) , Nuveen Quality Municipal Income Fund (NAD) , Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) , Nuveen Mortgage And Income Fund (JLS) , Nuveen Intermediate Dur Muni Term Fund (NID) , Nuveen Floating Rate Income Fund (JFR) , Nuveen Senior Income Fund (NSL) . Details can be seen in Nathaniel T. Jones's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Nathaniel T. Jones has not made any transactions after 2024-04-05 and currently still holds the listed stock(s).

Transaction Summary of Nathaniel T. Jones

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Nathaniel T. Jones Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Nathaniel T. Jones owns 82 companies in total, including Nuveen Municipal Credit Opps Fund (NMCO) , Nuveen High Income 2023 Target Term Fund (JHAA) , and Nuveen Senior Income Fund (NSL) among others .

Click here to see the complete history of Nathaniel T. Jones’s form 4 insider trades.

Insider Ownership Summary of Nathaniel T. Jones

Ticker Comapny Transaction Date Type of Owner
NMCO Nuveen Municipal Credit Opps Fund 2019-09-16 Vice President & Treasurer
JHAA Nuveen High Income 2023 Target Term Fund 2018-12-19 Vice President & Treasurer
NSL Nuveen Senior Income Fund 2017-12-29 Vice President and Treasurer
NID Nuveen Intermediate Dur Muni Term Fund 2017-12-29 Vice President and Treasurer
JEMD Nuveen Emerging Markets Debt 2022 Target Term Fund 2017-09-26 Vice President and Treasurer
JPC Nuveen Preferred & Income Opportunities Fund 2023-11-10 Vice President and Treasurer
JCO Nuveen Credit Opportunities 2022 Target Term Fund 2017-03-28 Vice President and Treasurer
JFR Nuveen Floating Rate Income Fund 2023-10-26 Vice President and Treasurer
JPT Nuveen Preferred and Income Fund 2017-01-26 Vice President & Treasurer
JHB Nuveen High Income Nov 2021 Target Term Fund 2016-08-23 Vice President and Treasurer
NUV Nuveen Municipal Value Fund Inc 2016-06-15 Vice President and Treasurer
NNY Nuveen New York Municipal Value Fund Inc 2016-06-15 Vice President and Treasurer
NCA Nuveen California Municipal Value Fund Inc 2016-06-15 Vice President and Treasurer
NMI Nuveen Municipal Income Fund Inc 2016-06-15 Vice President and Treasurer
JMM Nuveen Multi-Market Income Fund 2016-06-15 Vice President and Treasurer
NQP Nuveen Pennsylvania Quality Municipal Income Fund 2016-06-15 Vice President and Treasurer
NUM Nuveen MI Quality Income Muni Fund Inc 2016-06-15 Vice President and Treasurer
NUO Nuveen Ohio Quality Municipal Income Fund 2016-06-15 Vice President and Treasurer
NTX Nuveen Texas Quality Income Muni Fund 2016-06-15 Vice President and Treasurer
NXP Nuveen Select Tax Free Income Portfolio 2016-06-15 Vice President and Treasurer
NXN Nuveen NY Select Tax-Free Income Port 2016-06-15 Vice President and Treasurer
NXC Nuveen CA Select Tax Free Income Port 2016-06-15 Vice President and Treasurer
NXQ Nuveen Select Tax Free Income Port 2 2016-06-15 Vice President and Treasurer
NXR Nuveen Select Tax Free Income Port 3 2016-06-15 Vice President and Treasurer
NIM Nuveen Select Maturities Municipal Fund 2016-06-15 Vice President and Treasurer
NAZ Nuveen Arizona Quality Municipal Income Fund 2016-06-15 Vice President and Treasurer
NMT Nuveen Massachusetts Quality Municipal Income Fund 2016-06-15 Vice President and Treasurer
NMY Nuveen Maryland Quality Municipal Income Fund 2016-06-15 Vice President and Treasurer
NTC NUVEEN CONNECTICUT QUALITY MUNICIPAL INCOME FUND 2016-06-15 Vice President and Treasurer
NNC Nuveen North Carolina Quality Municipal Income Fun 2016-06-15 Vice President and Treasurer
NOM Nuveen Missouri Quality Municipal Income Fund 2016-06-15 Vice President and Treasurer
NAN Nuveen New York Quality Municipal Income Fund 2016-06-15 Vice President and Treasurer
NAC Nuveen California Quality Municipal Income Fund 2016-06-15 Vice President and Treasurer
NAD Nuveen Quality Municipal Income Fund 2024-04-05 Vice President and Treasurer
NXJ Nuveen New Jersey Quality Municipal Income Fund 2016-06-15 Vice President and Treasurer
NVG Nuveen AMT-Free Municipal Credit Income Fund 2023-11-10 Vice President and Treasurer
NVX Nuveen CA Dividend Advantage Muni Fund 2 2016-06-15 Vice President and Treasurer
NZF Nuveen Municipal Credit Income Fund 2016-06-15 Vice President and Treasurer
NZH Nuveen California Dividend Advantage Municipal Fun 2016-06-15 Vice President and Treasurer
JRS Nuveen Real Estate Income Fund 2016-06-15 Vice President and Treasurer
JPS Nuveen Preferred & Income Securities Fund 2016-06-15 Vice President and Treasurer
NKG Nuveen Georgia Quality Municipal Income Fund 2016-06-15 Vice President and Treasurer
NEA Nuveen AMT-Free Municipal Income Fund 2016-06-15 Vice President and Treasurer
NKX Nuveen California AMT-Free Quality Municipal Income Fund 2016-06-15 Vice President and Treasurer
NRK Nuveen New York AMT-Free Quality Municipal Income Fund 2023-11-10 Vice President and Treasurer
JQC Nuveen Credit Strategies Income Fund 2023-10-26 Vice President and Treasurer
JDD Nuveen Diversified Dividend & Income Fund 2016-06-15 Vice President and Treasurer
JTA Nuveen Tax Advantaged Total Ret Strat Fd 2016-06-15 Vice President and Treasurer
NMZ Nuveen Municipal High Income Opp Fund 2023-10-26 Vice President and Treasurer
JRO Nuveen Floating Rate Income Opp Fd 2016-06-15 Vice President and Treasurer
BXMX Nuveen S&P 500 Buy-Write Income Fund 2016-06-15 Vice President and Treasurer
SPXX Nuveen S&P 500 Dynamic Overwrite Fund 2016-06-15 Vice President and Treasurer
JCE Nuveen Core Equity Alpha Fund 2016-06-15 Vice President and Treasurer
JTD Nuveen Tax-advantaged Dividend Gr Fund 2016-06-15 Vice President and Treasurer
NUW Nuveen AMT-Free Municipal Value Fund 2016-06-15 Vice President and Treasurer
NPN Nuveen Pennsylvania Municipal Value Fund 2016-06-15 Vice President and Treasurer
NCB Nuveen CA Municipal Value Fund 2 2016-06-15 Vice President and Treasurer
NJV Nuveen NJ Municipal Value Fund 2016-06-15 Vice President and Treasurer
NYV Nuveen NY Municipal Value Fund 2 2016-06-15 Vice President and Treasurer
NEV Nuveen Enhanced Municipal Value Fund 2016-06-15 Vice President and Treasurer
JLS Nuveen Mortgage And Income Fund 2023-10-26 Vice President and Treasurer
NBB Nuveen Taxable Municipal Income Fund 2016-06-15 Vice President and Treasurer
JMT Nuveen Mortgage Opportunity Term Fund 2 2016-06-15 Vice President and Treasurer
NBD Nuveen Build America Oppurtunity Fund 2016-06-15 Vice President and Treasurer
JMF Nuveen Energy MLP Total Return Fund 2016-06-15 Vice President and Treasurer
JSD Nuveen Short Duration Credit Opps 2016-06-15 Vice President and Treasurer
JRI Nuveen Real Asset Income and Growth Fund 2024-04-04 Vice President and Treasurer
JPI Nuveen Preferred and Income Term Fund 2016-06-15 Vice President and Treasurer
NIQ Nuveen Inter Dur Quality Muni Term Fund 2016-06-15 Vice President and Treasurer
JMLP Nuveen All Cap Energy MLP Opportunities Fund 2016-06-15 Vice President and Treasurer
NMS Nuveen Minnesota Quality Municipal Income Fund 2016-06-15 Vice President and Treasurer
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund 2016-06-15 Vice President and Treasurer
DIAX Nuveen Dow 30sm Dynamic Overwrite Fund 2016-06-15 Vice President and Treasurer
JGH Nuveen Global High Income Fund 2016-06-15 Vice President and Treasurer
JHY Nuveen High Income 2020 Target Term Fund 2016-06-15 Vice President and Treasurer
JHA Nuveen High Income Dec 2018 Target Term 2016-06-15 Vice President
NHA Nuveen Municipal 2021 Target Term Fund 2016-06-15 Vice President and Treasurer
JHD Nuveen High Income Dec 2019 Target Term Fund 2016-06-15 Vice President and Treasurer
NDMO Nuveen Dynamic Municipal Opportunities 2020-08-27 Vice President and Treasurer
NMAI Nuveen Multi-Asset Income Fund 2021-07-01 Vice President and Treasurer
NPFD Nuveen Variable Rate Preferred&Income 2021-12-14 Vice President and Treasurer
NPCT Nuveen Core Plus Impact Fund 2021-04-01 Vice President and Treasurer

Nathaniel T. Jones Latest Holdings Summary

Nathaniel T. Jones currently owns a total of 11 stocks. Among these stocks, Nathaniel T. Jones owns 2,500 shares of Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of November 10, 2023, with a value of $29,000 and a weighting of 23.26%. Nathaniel T. Jones owns 3,370 shares of Nuveen Preferred & Income Opportunities Fund (JPC) as of November 10, 2023, with a value of $23,691 and a weighting of 19%. Nathaniel T. Jones also owns 1,100 shares of Nuveen Municipal High Income Opp Fund (NMZ) as of October 26, 2023, with a value of $11,319 and a weighting of 9.08%. The other 8 stocks Nuveen Real Asset Income and Growth Fund (JRI) , Nuveen Credit Strategies Income Fund (JQC) , Nuveen Quality Municipal Income Fund (NAD) , Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) , Nuveen Mortgage And Income Fund (JLS) , Nuveen Intermediate Dur Muni Term Fund (NID) , Nuveen Floating Rate Income Fund (JFR) , Nuveen Senior Income Fund (NSL) have a combined weighting of 48.66% among all his current holdings.

Latest Holdings of Nathaniel T. Jones

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
NVG Nuveen AMT-Free Municipal Credit Income Fund 2023-11-10 2,500 11.60 29,000
JPC Nuveen Preferred & Income Opportunities Fund 2023-11-10 3,370 7.03 23,691
NMZ Nuveen Municipal High Income Opp Fund 2023-10-26 1,100 10.29 11,319
JRI Nuveen Real Asset Income and Growth Fund 2024-04-04 1,000 11.23 11,230
JQC Nuveen Credit Strategies Income Fund 2023-10-26 2,000 5.50 11,000
NAD Nuveen Quality Municipal Income Fund 2024-04-05 1,000 10.96 10,960
NRK Nuveen New York AMT-Free Quality Municipal Income Fund 2023-11-10 1,000 10.70 10,695
JLS Nuveen Mortgage And Income Fund 2023-10-26 428 17.40 7,447
NID Nuveen Intermediate Dur Muni Term Fund 2017-12-29 325 13.00 4,225
JFR Nuveen Floating Rate Income Fund 2023-10-26 314 8.64 2,713
NSL Nuveen Senior Income Fund 2017-12-29 520 4.60 2,392

Holding Weightings of Nathaniel T. Jones


Nathaniel T. Jones Form 4 Trading Tracker

According to the SEC Form 4 filings, Nathaniel T. Jones has made a total of 2 transactions in Nuveen AMT-Free Municipal Credit Income Fund (NVG) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Nuveen AMT-Free Municipal Credit Income Fund is the acquisition of 1,000 shares on November 10, 2023, which cost Nathaniel T. Jones around $10,760.

According to the SEC Form 4 filings, Nathaniel T. Jones has made a total of 1 transactions in Nuveen Preferred & Income Opportunities Fund (JPC) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Nuveen Preferred & Income Opportunities Fund is the acquisition of 2,500 shares on November 10, 2023, which cost Nathaniel T. Jones around $15,575.

According to the SEC Form 4 filings, Nathaniel T. Jones has made a total of 1 transactions in Nuveen Municipal High Income Opp Fund (NMZ) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Nuveen Municipal High Income Opp Fund is the acquisition of 1,100 shares on October 26, 2023, which cost Nathaniel T. Jones around $9,163.

More details on Nathaniel T. Jones's insider transactions can be found in the Insider Trading History of Nathaniel T. Jones table.

Insider Trading History of Nathaniel T. Jones

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Nathaniel T. Jones Trading Performance

GuruFocus tracks the stock performance after each of Nathaniel T. Jones's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Nathaniel T. Jones is 10.54%. GuruFocus also compares Nathaniel T. Jones's trading performance to market benchmark return within the same time period. The performance of stocks bought by Nathaniel T. Jones within 3 months outperforms 3 times out of 9 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Nathaniel T. Jones's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Nathaniel T. Jones

Average Return

Outperforming Transactions

Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 7.02 10.54 1.16 -4.25 -7.89 -11.58
Relative Return to S&P 500(%) 0.91 -3.05 -5.67 -22.08 -15.87 -17.56

Nathaniel T. Jones Ownership Network

Ownership Network List of Nathaniel T. Jones

No Data

Ownership Network Relation of Nathaniel T. Jones


Nathaniel T. Jones Owned Company Details

What does Nuveen Municipal Credit Opps Fund do?

Who are the key executives at Nuveen Municipal Credit Opps Fund?

Nathaniel T. Jones is the Vice President & Treasurer of Nuveen Municipal Credit Opps Fund. Other key executives at Nuveen Municipal Credit Opps Fund include other: Chairman of the Board Terence J Toth , 10 percent owner Bank Of America Corp /de/ , and 10 percent owner Banc Of America Preferred Funding Corp .

Nuveen Municipal Credit Opps Fund (NMCO) Insider Trades Summary

Over the past 18 months, Nathaniel T. Jones made no insider transaction in Nuveen Municipal Credit Opps Fund (NMCO). Other recent insider transactions involving Nuveen Municipal Credit Opps Fund (NMCO) include a net purchase of 7,925 shares made by Terence J Toth ,

In summary, during the past 3 months, insiders sold 0 shares of Nuveen Municipal Credit Opps Fund (NMCO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Nuveen Municipal Credit Opps Fund (NMCO) were sold and 7,925 shares were bought by its insiders, resulting in a net purchase of 7,925 shares.

Nuveen Municipal Credit Opps Fund (NMCO)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Nuveen Municipal Credit Opps Fund Insider Transactions

No Available Data

Nathaniel T. Jones Mailing Address

Above is the net worth, insider trading, and ownership report for Nathaniel T. Jones. You might contact Nathaniel T. Jones via mailing address: C/o Nuveen 333 W. Wacker Drive, Ste 3400, Chicago Il 60606.

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