Raymond James Financial’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Raymond James Financial’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	$8.46M	Buy	572,512 +35,764	+7%	+$559K	﹤0.01%	2155
2025 Q4	$8.56M	Buy	536,748 +42,556	+9%	+$671K	﹤0.01%	2096
2025 Q3	$7.77M	Sell	494,192 -28,069	-5%	-$437K	﹤0.01%	2117
2025 Q2	$8.1M	Buy	522,261 +13,942	+3%	+$203K	﹤0.01%	2033
2025 Q1	$7.42M	Buy	508,319 +13,581	+3%	+$210K	﹤0.01%	2032
2024 Q4	$7.87M	Buy	+494,738	New	+$7.66M	﹤0.01%	2023

Other funds holding JCE

SFS

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 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

Raymond James Financial's JCE Position: Q1 2026 in Review

Raymond James Financial increased its Nuveen Core Equity Alpha Fund (JCE) stake by 6.7% in Q1 2026, buying an estimated $559K and bringing the position to 572,512 shares worth $8.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

Raymond James Financial first reported a position in JCE in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.56M in Q4 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

Raymond James Financial held 572,512 shares of Nuveen Core Equity Alpha Fund worth $8.46M as of Q1 2026.
Raymond James Financial bought 35,764 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $559K.
Nuveen Core Equity Alpha Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2155 holding.
Raymond James Financial first reported a position in Nuveen Core Equity Alpha Fund in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Nuveen Core Equity Alpha Fund position peaked at $8.56M in Q4 2025.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.