Blue Trust Inc
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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
Q3 		$330K Buy
+19,481
New +$327K ﹤0.01% 614
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

Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
David J. Yvars Group
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Blue Trust Inc's JCE Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Nuveen Core Equity Alpha Fund (JCE) in Q3 2026: 19,481 shares worth $330K. The stake represents ﹤0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in JCE as recently as Q1 2026.

Blue Trust Inc first reported a position in JCE in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold JCE as of Q3 2026.

  • Blue Trust Inc held 19,481 shares of Nuveen Core Equity Alpha Fund worth $330K as of Q3 2026.
  • Nuveen Core Equity Alpha Fund was a new Blue Trust Inc position in Q3 2026.
  • Nuveen Core Equity Alpha Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #614 holding.
  • Blue Trust Inc first reported a position in Nuveen Core Equity Alpha Fund in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.