BTI
JCE icon

Blue Trust Inc’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Blue Trust Inc’s Portfolio JCE Stock Details JCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,040
Closed -$89.3K – 2562
2026
Q1 		$89.3K Hold
6,040
– – ﹤0.01% 1078
2025
Q4 		$96.3K Buy
+6,040
New +$95.2K ﹤0.01% 1083

Other funds holding JCE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Blue Trust Inc's JCE Position: Q2 2026 in Review

Blue Trust Inc sold out of Nuveen Core Equity Alpha Fund (JCE) in Q2 2026, closing a stake of 6,040 shares — an estimated $89.3K sold.

Blue Trust Inc first reported a position in JCE in Q4 2025 and held it in 2 quarters. The position peaked at $96.3K in Q4 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

  • Blue Trust Inc reported no remaining Nuveen Core Equity Alpha Fund position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 6,040 Nuveen Core Equity Alpha Fund shares in Q2 2026, an estimated $89.3K.
  • Blue Trust Inc first reported a position in Nuveen Core Equity Alpha Fund in Q4 2025 and held it in 2 quarters.
  • Blue Trust Inc's Nuveen Core Equity Alpha Fund position peaked at $96.3K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.