Skip to content
Disclosery

JCE NUVEEN CORE EQUITY ALPHA FD

Follow

COM (fund), issuer CIK 1385763

50 managers (50 13F filers) reported a position in JCE shares at 2026-03-31, 4,726,759 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
50
13F filers
50
New
7
Added
15
Reduced
14
Sold out
6
Shares held by filers
4,726,759

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC615,664$9.31M3.25%+54,94713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC572,512$8.46M<0.01%+35,76413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.481,939$7.12M0.01%-89,74613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY374,239$5.53M<0.01%-9,33213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC317,568$4.69M0.04%+48,67613F-HRTimelineGroup
1607 Capital Partners, LLC288,211$4.26M0.31%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.261,599$3.87M<0.01%-8,52113F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY255,078$3.86M2.49%-13,03713F-HRTimeline
Karpus Management, Inc.184,196$2.72M0.08%+135,11913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.178,747$2.64M<0.01%-3,12213F-HRTimelineGroup
Capital Investment Advisors, LLC116,571$1.72M0.03%013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN108,899$1.61M<0.01%+6,61813F-HR/ATimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC103,118$1.52M0.02%+13,10013F-HRTimelineGroup
Steward Partners Investment Advisory, L…90,778$1.34M0.01%+10013F-HRTimeline
LPL Financial LLC90,037$1.33M<0.01%-13,41513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…85,856$1.26M<0.01%+12,60013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…52,025$780K0.05%-97713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management51,574$762K0.03%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC46,108$673K<0.01%-2,12313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG41,113$608K<0.01%-13,80813F-HRTimelineGroup
Z3 Capital Partners, LLC40,593$600K0.15%+4,30013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/35,792$529K<0.01%+2,28513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC35,028$518K<0.01%-16513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,786$485K<0.01%+39013F-HRTimelineGroup
Cetera Investment Advisers30,526$451K<0.01%+513F-HRTimeline
NewEdge Advisors, LLC30,515$451K<0.01%+86213F-HR/ATimeline
Advisors Asset Management, Inc.30,483$451K0.01%new13F-HRTimeline
PMG Family Office LLC29,369$444K0.5%+1,92413F-HRTimeline
Cambridge Investment Research Advisors,…25,991$384K<0.01%-1,50113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP18,921$280K<0.01%new13F-HRTimelineGroup
Centurion Wealth Management LLC12,480$184K0.04%013F-HRTimeline
Canal Capital Management, LLC11,172$165K0.02%-4113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,790$159K0.01%013F-HRTimeline
David J Yvars Group11,000$155K0.09%013F-HRTimeline
Founders Financial Alliance, LLC10,298$152K0.03%new13F-HRTimeline
NWF Advisory Services Inc.10,100$149K0.02%-2,00013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,363$138K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.6,040$89.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC5,816$86K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,969$58.7K<0.01%new13F-HRTimelineGroup
FNY Investment Advisers, LLC3,000$44K0.02%new13F-HRTimeline
EASTERN BANK1,869$27.6K<0.01%013F-HRTimeline
Advisory Services Network, LLC1,792$26.5K<0.01%new13F-HRTimeline
Centerpoint Advisors, LLC1,000$15K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…948$14K<0.01%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.393$5.81K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors371$5.24K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…306$4.52K<0.01%+15913F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC125$1.85K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…91$1.41K<0.01%-6113F-HRTimelineGroup