Karpus Management, Inc. JCE NUVEEN CORE EQUITY ALPHA FUND COM

Ownership history in Karpus Management, Inc.  ·  35 quarters on record

AI Ownership Summary

Karpus Management, Inc. reported NUVEEN CORE EQUITY ALPHA FUND COM (JCE) in 35 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows JCE at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JCE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Karpus Management, Inc.'s position in NUVEEN CORE EQUITY ALPHA FUND COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JCE was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Karpus Management, Inc. held JCE — position size vs. price
% of Fund (quarterly)    JCE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 184,196 +168,576 +1079.2% 0.08% $2.7M 2026-05-14 $16.42
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Karpus Management, Inc. and JCE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Karpus Management, Inc. reported owning JCE?

Karpus Management, Inc. reported JCE across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported JCE position in Karpus Management, Inc.'s portfolio?

The largest reported portfolio weight for JCE was 0.08% in 2026 Q1.

What is the latest reported JCE position on this page?

The most recent filing on this page is 2026 Q1, when Karpus Management, Inc. reported 184,196 shares, equal to 0.08% of portfolio, with an estimated market value of $2.7M.

What does the chart on this JCE ownership page compare?

The chart compares Karpus Management, Inc.'s quarterly JCE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Karpus Management, Inc. time their JCE position?

Based on 13F filing dates vs. subsequent JCE price moves, Karpus Management, Inc. correctly timed 16 out of 32 reported position changes (50%). The annualised alpha on JCE relative to SPY over the holding period was +1.8%.

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