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Disclosery

JCE NUVEEN CORE EQUITY ALPHA FD

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COM (fund), issuer CIK 1385763

50 managers (50 13F filers) reported a position in JCE shares at 2026-06-30, 4,833,961 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
50
13F filers
50
New
4
Added
21
Reduced
13
Sold out
3
Shares held by filers
4,833,961

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC577,911$9.45M<0.01%+5,39913F-HRTimelineGroup
Shaker Financial Services, LLC519,128$8.71M2.73%-96,53613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.531,973$8.7M0.01%+50,03413F-HRTimelineGroup
1607 Capital Partners, LLC503,250$8.23M0.72%+215,03913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY389,113$6.37M<0.01%+14,87413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC318,259$5.21M0.03%+69113F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY250,109$4.18M2.28%-4,96913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.236,535$3.87M<0.01%-25,06413F-HRTimelineGroup
Karpus Management, Inc.199,137$3.26M0.09%+14,94113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.180,614$2.96M<0.01%+1,86713F-HRTimelineGroup
Capital Investment Advisors, LLC115,451$1.89M0.02%-1,12013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN107,704$1.76M<0.01%-1,19513F-HRTimelineGroup
LPL Financial LLC92,831$1.52M<0.01%+2,79413F-HRTimeline
Steward Partners Investment Advisory, L…91,508$1.5M0.01%+73013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…80,761$1.31M<0.01%-5,09513F-HRTimelineGroup
Advisors Asset Management, Inc.54,397$890K0.01%+23,91413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…52,194$854K0.05%+16913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management51,574$844K0.03%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC45,744$748K<0.01%-36413F-HRTimelineGroup
UBS Group AGin group UBS Group AG44,534$729K<0.01%+3,42113F-HRTimelineGroup
Z3 Capital Partners, LLC41,411$677K0.14%+81813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,347$546K<0.01%+56113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,348$546K<0.01%-2,44413F-HRTimelineGroup
PMG Family Office LLC30,675$513K0.47%+1,30613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,481$482K<0.01%-5,54713F-HRTimeline
Cetera Investment Advisers27,585$451K<0.01%-2,94113F-HRTimeline
Cambridge Investment Research Advisors,…25,928$424K<0.01%-6313F-HR/ATimeline
NewEdge Advisors, LLC20,115$329K<0.01%-10,40013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP18,921$310K<0.01%013F-HRTimelineGroup
Canal Capital Management, LLC18,116$296K0.04%+6,94413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,926$277K<0.01%new13F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC14,232$233K<0.01%-88,88613F-HRTimelineGroup
Centurion Wealth Management LLC12,771$209K0.05%+29113F-HRTimeline
NWF Advisory Services Inc.12,100$198K0.02%+2,00013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,790$177K<0.01%013F-HRTimeline
David J Yvars Group11,000$175K0.09%013F-HRTimeline
Founders Financial Alliance, LLC10,317$169K0.02%+1913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,363$153K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,969$64.9K<0.01%013F-HRTimelineGroup
FNY Investment Advisers, LLC3,000$49K0.02%013F-HRTimeline
EASTERN BANK1,869$30.6K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,751$28.6K<0.01%new13F-HRTimelineGroup
Centerpoint Advisors, LLC1,000$16K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…948$15.5K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP978$15.4K<0.01%new13F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.402$6.58K<0.01%+913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors371$5.9K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.300$4.91K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC125$2.04K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…95$1.6K<0.01%+413F-HRTimelineGroup