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Financial Management Professionals’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Financial Management Professionals’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
2025
Q3 		– Sell
-252
Closed -$3.99K – 1004
2025
Q2 		$3.99K Hold
252
– – ﹤0.01% 660
2025
Q1 		$3.68K Buy
252
+30
+14% +$464 ﹤0.01% 676
2024
Q4 		$3.53K Hold
222
– – ﹤0.01% 664
2024
Q3 		$3K Buy
222
+34
+18% +$507 ﹤0.01% 692
2024
Q2 		$3K Buy
188
+27
+17% +$381 ﹤0.01% 652
2024
Q1 		$2K Buy
161
+36
+29% +$490 ﹤0.01% 749
2023
Q4 		$2K Hold
125
– – ﹤0.01% 754
2023
Q3 		$2K Hold
125
– – ﹤0.01% 710
2023
Q2 		$2K Buy
+125
New +$1.53K ﹤0.01% 745

Other funds holding JCE

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Financial Management Professionals's JCE Position: Q3 2025 in Review

Financial Management Professionals sold out of Nuveen Core Equity Alpha Fund (JCE) in Q3 2025, closing a stake of 252 shares — an estimated $3.99K sold.

Financial Management Professionals first reported a position in JCE in Q2 2023 and held it in 9 quarters. The position peaked at $3.99K in Q2 2025. 49 funds tracked by Wall St. Rank hold JCE as of Q3 2025.

  • Financial Management Professionals reported no remaining Nuveen Core Equity Alpha Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Management Professionals sold 252 Nuveen Core Equity Alpha Fund shares in Q3 2025, an estimated $3.99K.
  • Financial Management Professionals first reported a position in Nuveen Core Equity Alpha Fund in Q2 2023 and held it in 9 quarters.
  • Financial Management Professionals's Nuveen Core Equity Alpha Fund position peaked at $3.99K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.