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Disclosery

JCE NUVEEN CORE EQUITY ALPHA FD

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COM (fund), issuer CIK 1385763

49 managers (49 13F filers) reported a position in JCE shares at 2025-09-30, 4,239,391 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
49
13F filers
49
New
7
Added
19
Reduced
10
Sold out
4
Shares held by filers
4,239,391

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC540,238$8.67M2.97%+12,24713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.541,865$8.52M0.01%+25,23113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC494,192$7.77M<0.01%-28,06913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY394,105$6.2M<0.01%-95313F-HR/ATimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY270,699$4.35M3.25%-9,11113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC254,612$4.01M0.03%+22,13613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.242,831$3.82M<0.01%-20,89213F-HRTimelineGroup
Cornerstone Advisors, LLC181,517$2.86M0.09%+124,38313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.174,547$2.74M<0.01%+3,17913F-HRTimelineGroup
Capital Investment Advisors, LLC125,071$1.97M0.03%-2,35013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN103,726$1.63M<0.01%+3413F-HRTimelineGroup
LPL Financial LLC98,203$1.54M<0.01%-48013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC97,115$1.53M0.02%+68,49613F-HRTimelineGroup
Steward Partners Investment Advisory, L…90,727$1.43M0.01%+1,30813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…75,434$1.19M<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG54,968$865K<0.01%-4,37313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…51,991$806K0.06%+17013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management50,820$799K0.03%-28513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC44,807$705K<0.01%+2,13013F-HRTimelineGroup
Cambridge Investment Research Advisors,…34,830$548K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,798$532K<0.01%+4,84613F-HR/ATimelineGroup
NewEdge Advisors, LLC30,972$487K<0.01%+79013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,634$482K<0.01%-3,29113F-HRTimelineGroup
Cetera Investment Advisers28,395$447K<0.01%+4,03713F-HRTimeline
PMG Family Office LLC27,420$440K0.49%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,612$419K<0.01%-1,99713F-HRTimeline
Sowell Financial Services LLC14,658$231K0.01%+2,69713F-HRTimeline
NWF Advisory Services Inc.13,600$214K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,368$210K<0.01%new13F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC13,059$205K<0.01%+2,33013F-HRTimelineGroup
Centurion Wealth Management LLC11,990$189K0.04%+24513F-HRTimeline
J.W. COLE ADVISORS, INC.11,233$177K<0.01%+4813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management11,122$175K<0.01%new13F-HRTimelineGroup
David J Yvars Group11,000$171K0.09%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,790$170K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,604$135K<0.01%new13F-HRTimelineGroup
COMERICA BANK6,813$107K<0.01%+10713F-HRTimeline
FNY Investment Advisers, LLC3,000$47K0.02%013F-HRTimeline
EASTERN BANK1,869$29.4K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,751$27.5K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC1,721$27.1K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,316$21K<0.01%013F-HRTimelineGroup
Centerpoint Advisors, LLC1,000$16K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…948$14.9K<0.01%013F-HRTimelineGroup
Allworth Financial LP400$6.29K<0.01%new13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.378$5.95K<0.01%+813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors371$5.76K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…146$2.34K<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC125$1.97K<0.01%013F-HRTimelineGroup