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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

NEA holding history

Nuveen AMT-Free Quality Municipal Income Fund in every 13F filed by JFS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEA overviewAll 13F holders of NEAFull Q2 2026 holdings

Shares (Q2 2026)
122,982
Value
$1.44M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NEA by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026122,982$1.44M0.1%+138+0.1%AddedHolders
Q1 2026122,844$1.38M0.1%+540.0%AddedHolders
Q4 2025122,790$1.43M0.1%+109+0.1%AddedHolders
Q3 2025122,681$1.40M0.1%+90+0.1%AddedHolders
Q2 2025122,591$1.34M0.1%+88+0.1%AddedHolders
Q1 2025122,503$1.37M0.1%+550.0%AddedHolders
Q4 2024122,448$1.38M0.1%+107+0.1%AddedHolders
Q3 2024122,341$1.46M0.1%+118,192+2,848.7%AddedHolders
Q2 20244,149$47.6K<0.1%+57+1.4%AddedHolders
Q1 20244,092$45.3K<0.1%+47+1.2%AddedHolders
Q4 20234,045$44.5K<0.1%−209,611−98.1%ReducedHolders
Q3 2023213,656$2.07M0.2%−1,532−0.7%ReducedHolders
Q2 2023215,188$2.35M0.2%+530.0%AddedHolders
Q1 2023215,135$2.39M0.2%+550.0%AddedHolders
Q4 2022215,080$2.45M0.2%+700.0%AddedHolders
Q3 2022215,010$2.28M0.2%+203,628+1,789.0%AddedHolders
Q2 202211,382$134.0K<0.1%−430,217−97.4%ReducedHolders
Q1 2022441,599$5.80M0.5%+1,931+0.4%AddedHolders
Q4 2021439,668$6.86M0.6%+1,875+0.4%AddedHolders
Q3 2021437,793$6.65M0.7%+1,759+0.4%AddedHolders
Q2 2021436,034$6.85M1.0%+2,143+0.5%AddedHolders
Q1 2021433,891$6.43M1.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.