Institute for Wealth Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Institute for Wealth 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 Q2	$4.91K	Buy	+300	New	+$4.82K	﹤0.01%	1460

Other funds holding JCE

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RPGNY

Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Institute for Wealth Management's JCE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Nuveen Core Equity Alpha Fund (JCE) in Q2 2026: 300 shares worth $4.91K. The stake represents ﹤0.01% of the portfolio and ranks #1460 among its holdings.

25 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

Institute for Wealth Management held 300 shares of Nuveen Core Equity Alpha Fund worth $4.91K as of Q2 2026.
Nuveen Core Equity Alpha Fund was a new Institute for Wealth Management position in Q2 2026.
Nuveen Core Equity Alpha Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1460 holding.
25 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.