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Indiana Trust & Investment Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Indiana Trust & Investment Management’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
Q1 		– Sell
-995
Closed -$15.9K – 498
2025
Q4 		$15.9K Buy
+995
New +$15.7K ﹤0.01% 370

Other funds holding JCE

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Indiana Trust & Investment Management's JCE Position: Q1 2026 in Review

Indiana Trust & Investment Management sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2026, closing a stake of 995 shares — an estimated $15.9K sold.

Indiana Trust & Investment Management first reported a position in JCE in Q4 2025 and held it in 1 quarter. The position peaked at $15.9K in Q4 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

  • Indiana Trust & Investment Management reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2026 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 995 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $15.9K.
  • Indiana Trust & Investment Management first reported a position in Nuveen Core Equity Alpha Fund in Q4 2025 and held it in 1 quarter.
  • Indiana Trust & Investment Management's Nuveen Core Equity Alpha Fund position peaked at $15.9K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.