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Disclosery

JCE NUVEEN CORE EQUITY ALPHA FD

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COM (fund), issuer CIK 1385763

46 managers (46 13F filers) reported a position in JCE shares at 2025-06-30, 3,985,992 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
46
13F filers
46
New
3
Added
20
Reduced
10
Sold out
2
Shares held by filers
3,985,992

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Shaker Financial Services, LLC527,991$8.35M3.03%+180,81513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC522,261$8.1M<0.01%+13,94213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.516,634$8.01M0.01%-7,93713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY395,058$6.12M<0.01%+24,09813F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY279,810$4.43M3.89%-6,88713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.263,723$4.09M<0.01%+13,75413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC232,476$3.6M0.03%+4,40113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.171,368$2.66M<0.01%+2,89513F-HR/ATimelineGroup
Capital Investment Advisors, LLC127,421$1.98M0.04%-5,45013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN103,692$1.61M<0.01%-20,74813F-HRTimelineGroup
LPL Financial LLC98,683$1.53M<0.01%+9,11513F-HRTimeline
Steward Partners Investment Advisory, L…89,419$1.39M0.01%+4,94213F-HRTimeline
Advisors Asset Management, Inc.72,024$1.12M0.02%-32,06413F-HR/ATimeline
UBS Group AGin group UBS Group AG59,341$920K<0.01%-1,07413F-HRTimelineGroup
Cornerstone Advisors, LLC57,134$886K0.03%+51,03413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…51,821$803K0.06%+2,44413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management51,105$792K0.03%-75513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC42,677$661K<0.01%+2,81013F-HRTimelineGroup
Cambridge Investment Research Advisors,…34,830$540K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,925$526K<0.01%+7,21013F-HR/ATimelineGroup
NewEdge Advisors, LLC30,182$468K<0.01%+1,95213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,952$449K<0.01%-88413F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC28,619$444K0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC28,609$443K<0.01%+77013F-HRTimeline
Cetera Investment Advisers24,358$378K<0.01%-1,06713F-HRTimeline
NWF Advisory Services Inc.13,600$211K0.03%013F-HRTimeline
Sowell Financial Services LLC11,961$185K0.01%+95413F-HRTimeline
Centurion Wealth Management LLC11,745$182K0.05%+25513F-HRTimeline
MGB Wealth Management, LLC11,442$177K0.06%-11,44213F-HRTimeline
J.W. COLE ADVISORS, INC.11,185$173K<0.01%+5013F-HRTimeline
David J Yvars Group11,000$167K0.1%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,790$167K0.01%013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC10,729$166K<0.01%new13F-HRTimelineGroup
COMERICA BANK6,706$104K<0.01%+11113F-HRTimeline
Elequin Capital, LP3,719$57.6K0.01%+2,28113F-HRTimeline
FNY Investment Advisers, LLC3,000$46K0.02%013F-HRTimeline
EASTERN BANK1,869$29K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,751$27.1K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,316$20K<0.01%013F-HRTimelineGroup
Centerpoint Advisors, LLC1,000$16K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…948$14.7K<0.01%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.370$5.74K<0.01%+813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors371$5.64K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.252$3.99K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC125$1.94K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.