Position in JCE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$179,960
+$17,380 QoQ
Shares Held
11,000
0.0% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#35
of 50 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JCE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026David J Yvars Group holds $10,951,049 across 24 Asset Management names. JCE ranks #19 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BST |
BlackRock Science & Technology Trust
|
22,303 | $1,130,985 | |
| 2 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
97,410 | $932,213 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
|
45,208 | $929,476 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
62,104 | $902,992 | |
| 5 | NIE |
Virtus Equity & Convertible Income Fund
|
25,699 | $690,275 | |
| 6 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
12,254 | $660,122 | |
| 7 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
33,185 | $652,417 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
55,071 | $540,246 |
All Filings in JCE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,960 | 11,000 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $162,580 | 11,000 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $175,340 | 11,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $173,030 | 11,000 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $170,500 | 11,000 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $160,490 | 11,000 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $174,900 | 11,000 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $169,070 | 11,000 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $165,000 | 11,000 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $154,770 | 11,000 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $149,050 | 11,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $136,730 | 11,000 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $140,360 | 11,000 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $135,520 | 11,000 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $148,940 | 11,000 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $133,320 | 11,000 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $146,850 | 11,000 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||