Jones Financial Companies’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Jones Financial Companies’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	$15.4K	Buy	+978	New	+$15.7K	﹤0.01%	3614

Other funds holding JCE

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies's JCE Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Nuveen Core Equity Alpha Fund (JCE) in Q2 2026: 978 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #3614 among its holdings.

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

Jones Financial Companies held 978 shares of Nuveen Core Equity Alpha Fund worth $15.4K as of Q2 2026.
Nuveen Core Equity Alpha Fund was a new Jones Financial Companies position in Q2 2026.
Nuveen Core Equity Alpha Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3614 holding.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.