Ameriprise Financial Reports New 5.4% Stake in Nuveen Mortgage and Income Fund (JLS)

2026-05-15SEC Filing SCHEDULE 13G (0001193125-26-225625)

On May 15, 2026, Ameriprise Financial, Inc. (AFI) and its subsidiary, Ameriprise Financial Services, LLC (AFS), filed a Schedule 13G disclosing a new 5.4% ownership stake in Nuveen Mortgage and Income Fund (JLS). The reporting persons collectively hold 296,505 shares of common stock as of the event date on March 31, 2026. This filing marks an increase from a previous ownership level of 0.0%. AFI, acting as a parent holding company, and AFS, an investment adviser, reported shared dispositive power over the full amount of shares, while reporting zero sole or shared voting power. The filing specifies that the securities were acquired in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer. Both entities are based in Minneapolis, Minnesota, and have entered into a joint filing agreement regarding this beneficial ownership disclosure.