Raymond James Financial
JCE icon

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
Q2 		$9.45M Buy
577,911
+5,399
+0.9% +$86.7K ﹤0.01% 2211
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial's JCE Position: Q2 2026 in Review

Raymond James Financial increased its Nuveen Core Equity Alpha Fund (JCE) stake by 0.94% in Q2 2026, buying an estimated $86.7K and bringing the position to 577,911 shares worth $9.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Raymond James Financial first reported a position in JCE in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

  • Raymond James Financial held 577,911 shares of Nuveen Core Equity Alpha Fund worth $9.45M as of Q2 2026.
  • Raymond James Financial bought 5,399 Nuveen Core Equity Alpha Fund shares in Q2 2026, an estimated $86.7K.
  • Nuveen Core Equity Alpha Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2211 holding.
  • Raymond James Financial first reported a position in Nuveen Core Equity Alpha Fund in Q4 2024 and has held it in 7 quarters since.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

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