JP Morgan Chase
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JP Morgan Chase’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

JP Morgan Chase’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
2024
Q1 		– Sell
-389
Closed -$5.27K – 7645
2023
Q4 		$5.27K Sell
389
-10,095
-96% -$130K ﹤0.01% 6544
2023
Q3 		$130K Buy
+10,484
New +$134K ﹤0.01% 5327

Other funds holding JCE

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase's JCE Position: Q1 2024 in Review

JP Morgan Chase sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2024, closing a stake of 389 shares — an estimated $5.27K sold.

JP Morgan Chase first reported a position in JCE in Q3 2023 and held it in 2 quarters. The position peaked at $130K in Q3 2023. 49 funds tracked by Wall St. Rank hold JCE as of Q1 2024.

  • JP Morgan Chase reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 389 Nuveen Core Equity Alpha Fund shares in Q1 2024, an estimated $5.27K.
  • JP Morgan Chase first reported a position in Nuveen Core Equity Alpha Fund in Q3 2023 and held it in 2 quarters.
  • JP Morgan Chase's Nuveen Core Equity Alpha Fund position peaked at $130K in Q3 2023.
  • 49 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.