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Karpus Investment Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Karpus 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 		$2.72M Buy
184,196
+135,119
+275% +$2.11M 0.08% 160
2025
Q4 		$782K Buy
+49,077
New +$774K 0.02% 188
2022
Q4 		– Sell
-15,620
Closed -$189K – 453
2022
Q3 		$189K Sell
15,620
-9,380
-38% -$135K 0.01% 481
2022
Q2 		$334K Hold
25,000
– – 0.01% 438
2022
Q1 		$439K Buy
25,000
+5,507
+28% +$90K 0.01% 362
2021
Q4 		$362K Sell
19,493
-7
-0% -$120 0.01% 327
2021
Q3 		$333K Sell
19,500
-336,192
-95% -$5.69M 0.01% 261
2021
Q2 		$5.85M Sell
355,692
-380,222
-52% -$6.1M 0.17% 126
2021
Q1 		$11.2M Buy
735,914
+10,145
+1% +$147K 0.34% 78
2020
Q4 		$10.2M Buy
725,769
+134,017
+23% +$1.79M 0.32% 82
2020
Q3 		$7.57M Buy
591,752
+255,322
+76% +$3.27M 0.27% 87
2020
Q2 		$4.1M Buy
336,430
+123,832
+58% +$1.48M 0.16% 106
2020
Q1 		$2.28M Buy
+212,598
New +$2.87M 0.09% 129
2019
Q3 		– Sell
-13,586
Closed -$191K – 196
2019
Q2 		$191K Buy
+13,586
New +$188K 0.01% 183
2019
Q1 		– Sell
-56,146
Closed -$675K – 219
2018
Q4 		$675K Buy
+56,146
New +$757K 0.03% 159
2018
Q1 		– Sell
-327,079
Closed -$4.78M – 170
2017
Q4 		$4.78M Sell
327,079
-249,055
-43% -$3.91M 0.22% 76
2017
Q3 		$8.95M Sell
576,134
-106,390
-16% -$1.62M 0.45% 53
2017
Q2 		$10M Buy
682,524
+6,528
+1% +$94.2K 0.51% 59
2017
Q1 		$9.42M Buy
675,996
+85,321
+14% +$1.18M 0.49% 60
2016
Q4 		$7.73M Buy
590,675
+150,970
+34% +$2M 0.44% 75
2016
Q3 		$6.04M Sell
439,705
-146,527
-25% -$2.09M 0.32% 80
2016
Q2 		$8.08M Buy
586,232
+6,485
+1% +$88.2K 0.41% 74
2016
Q1 		$7.9M Buy
579,747
+303,072
+110% +$4M 0.36% 81
2015
Q4 		$3.95M Sell
276,675
-52,125
-16% -$744K 0.18% 96
2015
Q3 		$4.53M Buy
328,800
+286,993
+686% +$4.45M 0.21% 97
2015
Q2 		$662K Buy
+41,807
New +$700K 0.03% 166
2014
Q1 		– Sell
-121,890
Closed -$2.07M – 201
2013
Q4 		$2.07M Buy
121,890
+101,456
+497% +$1.65M 0.12% 114
2013
Q3 		$317K Hold
20,434
– – 0.02% 168
2013
Q2 		$307K Buy
+20,434
New +$314K 0.02% 145

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 $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Karpus Investment Management's JCE Position: Q1 2026 in Review

Karpus Investment Management increased its Nuveen Core Equity Alpha Fund (JCE) stake by 275% in Q1 2026, buying an estimated $2.11M and bringing the position to 184,196 shares worth $2.72M. The position accounts for 0.08% of the portfolio, ranked #160.

Karpus Investment Management first reported a position in JCE in Q2 2013 and has held it in 29 quarters since. The position peaked at $11.2M in Q1 2021. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

  • Karpus Investment Management held 184,196 shares of Nuveen Core Equity Alpha Fund worth $2.72M as of Q1 2026.
  • Karpus Investment Management bought 135,119 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $2.11M.
  • Nuveen Core Equity Alpha Fund made up 0.08% of Karpus Investment Management's portfolio in Q1 2026, its #160 holding.
  • Karpus Investment Management first reported a position in Nuveen Core Equity Alpha Fund in Q2 2013 and has held it in 29 quarters since.
  • Karpus Investment Management's Nuveen Core Equity Alpha Fund position peaked at $11.2M in Q1 2021.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.