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

Morgan Stanley’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 		$5.53M Sell
374,239
-9,332
-2% -$146K ﹤0.01% 4064
2025
Q4 		$6.11M Sell
383,571
-10,534
-3% -$166K ﹤0.01% 4030
2025
Q3 		$6.2M Sell
394,105
-953
-0.2% -$14.8K ﹤0.01% 3973
2025
Q2 		$6.12M Buy
395,058
+24,098
+6% +$351K ﹤0.01% 3884
2025
Q1 		$5.41M Buy
370,960
+32,747
+10% +$506K ﹤0.01% 3863
2024
Q4 		$5.38M Buy
338,213
+26,746
+9% +$414K ﹤0.01% 3925
2024
Q3 		$4.79M Sell
311,467
-899
-0.3% -$13.4K ﹤0.01% 3988
2024
Q2 		$4.69M Buy
312,366
+6,701
+2% +$94.5K ﹤0.01% 3930
2024
Q1 		$4.3M Sell
305,665
-245,023
-44% -$3.33M ﹤0.01% 4025
2023
Q4 		$7.46M Buy
550,688
+286,379
+108% +$3.68M ﹤0.01% 4120
2023
Q3 		$3.29M Buy
264,309
+8,087
+3% +$103K ﹤0.01% 4039
2023
Q2 		$3.27M Buy
256,222
+793
+0.3% +$9.74K ﹤0.01% 4090
2023
Q1 		$3.15M Buy
255,429
+5,035
+2% +$63.8K ﹤0.01% 4143
2022
Q4 		$3.39M Buy
250,394
+23,765
+10% +$324K ﹤0.01% 4076
2022
Q3 		$2.75M Buy
226,629
+31,442
+16% +$451K ﹤0.01% 4204
2022
Q2 		$2.61M Buy
195,187
+64,995
+50% +$949K ﹤0.01% 4331
2022
Q1 		$2.28M Buy
130,192
+10,902
+9% +$178K ﹤0.01% 4411
2021
Q4 		$2.22M Buy
119,290
+13,017
+12% +$223K ﹤0.01% 4504
2021
Q3 		$1.82M Buy
106,273
+13,129
+14% +$222K ﹤0.01% 4649
2021
Q2 		$1.53M Buy
93,144
+13,996
+18% +$225K ﹤0.01% 4828
2021
Q1 		$1.2M Sell
79,148
-5,777
-7% -$83.6K ﹤0.01% 4607
2020
Q4 		$1.2M Buy
84,925
+19,710
+30% +$263K ﹤0.01% 4564
2020
Q3 		$835K Sell
65,215
-695
-1% -$8.9K ﹤0.01% 4337
2020
Q2 		$804K Buy
65,910
+7,615
+13% +$90.8K ﹤0.01% 4329
2020
Q1 		$625K Buy
58,295
+356
+0.6% +$4.81K ﹤0.01% 4253
2019
Q4 		$847K Buy
57,939
+4,622
+9% +$66.7K ﹤0.01% 4628
2019
Q3 		$764K Buy
53,317
+75
+0.1% +$1.06K ﹤0.01% 4451
2019
Q2 		$748K Buy
53,242
+5,806
+12% +$80.3K ﹤0.01% 4392
2019
Q1 		$667K Buy
47,436
+6,573
+16% +$88.2K ﹤0.01% 4377
2018
Q4 		$492K Sell
40,863
-484
-1% -$6.53K ﹤0.01% 4795
2018
Q3 		$645K Sell
41,347
-5,666
-12% -$87.3K ﹤0.01% 4848
2018
Q2 		$687K Sell
47,013
-121
-0.3% -$1.81K ﹤0.01% 4883
2018
Q1 		$688K Buy
47,134
+11,201
+31% +$167K ﹤0.01% 4803
2017
Q4 		$524K Sell
35,933
-2,947
-8% -$46.3K ﹤0.01% 4960
2017
Q3 		$604K Buy
38,880
+7,711
+25% +$118K ﹤0.01% 4755
2017
Q2 		$457K Sell
31,169
-333
-1% -$4.8K ﹤0.01% 4862
2017
Q1 		$439K Sell
31,502
-8,162
-21% -$113K ﹤0.01% 4924
2016
Q4 		$519K Sell
39,664
-41,005
-51% -$543K ﹤0.01% 4912
2016
Q3 		$1.11M Buy
80,669
+1,805
+2% +$25.7K ﹤0.01% 3958
2016
Q2 		$1.09M Sell
78,864
-7,807
-9% -$106K ﹤0.01% 3909
2016
Q1 		$1.18M Sell
86,671
-10,710
-11% -$141K ﹤0.01% 3797
2015
Q4 		$1.39M Buy
97,381
+20,237
+26% +$289K ﹤0.01% 3800
2015
Q3 		$1.06M Sell
77,144
-2,398
-3% -$37.2K ﹤0.01% 4052
2015
Q2 		$1.26M Buy
79,542
+3,614
+5% +$60.5K ﹤0.01% 4024
2015
Q1 		$1.3M Sell
75,928
-57,601
-43% -$998K ﹤0.01% 3935
2014
Q4 		$2.33M Buy
133,529
+11,086
+9% +$193K ﹤0.01% 3429
2014
Q3 		$2.1M Buy
122,443
+690
+0.6% +$12.4K ﹤0.01% 3391
2014
Q2 		$2.21M Sell
121,753
-4,816
-4% -$85.1K ﹤0.01% 3414
2014
Q1 		$2.22M Buy
126,569
+10,356
+9% +$178K ﹤0.01% 3325
2013
Q4 		$1.97M Buy
116,213
+4,872
+4% +$79.4K ﹤0.01% 3385
2013
Q3 		$1.73M Buy
111,341
+31,422
+39% +$494K ﹤0.01% 3353
2013
Q2 		$1.2M Buy
+79,919
New +$1.23M ﹤0.01% 3572

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
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 $155M AUM 18.02% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley's JCE Position: Q1 2026 in Review

Morgan Stanley reduced its Nuveen Core Equity Alpha Fund (JCE) stake by 2.4% in Q1 2026, selling an estimated $146K and leaving 374,239 shares worth $5.53M. The position accounts for ﹤0.01% of the portfolio, ranked #4064.

Morgan Stanley first reported a position in JCE in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.46M in Q4 2023. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

  • Morgan Stanley held 374,239 shares of Nuveen Core Equity Alpha Fund worth $5.53M as of Q1 2026.
  • Morgan Stanley sold 9,332 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $146K.
  • Nuveen Core Equity Alpha Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4064 holding.
  • Morgan Stanley first reported a position in Nuveen Core Equity Alpha Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Nuveen Core Equity Alpha Fund position peaked at $7.46M in Q4 2023.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.