Position in JCE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$843,750
+$81,487 QoQ
Shares Held
51,574
0.0% QoQ
Ownership
0.303%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#18
of 50 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in JCE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $27,056,715 across 112 Asset Management names. JCE ranks #10 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
115,599 | $3,199,780 | |
| 2 | BX |
Blackstone Inc.
|
23,291 | $2,740,651 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
228,623 | $2,684,034 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
59,199 | $2,381,575 | |
| 5 | ARCC |
Ares Capital Corp
|
79,181 | $1,467,223 | |
| 6 | BLK |
BlackRock, Inc.
|
1,414 | $1,359,645 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
54,621 | $1,295,063 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,743 | $985,992 |
All Filings in JCE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,750 | 51,574 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $762,263 | 51,574 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $822,089 | 51,574 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $799,398 | 50,820 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $792,127 | 51,105 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $756,637 | 51,860 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $744,279 | 46,810 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $730,997 | 47,560 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $806,400 | 53,760 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,088,736 | 77,380 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,116,994 | 82,435 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,002,914 | 80,685 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,001,570 | 78,493 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $677,476 | 54,990 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $89,160 | 6,585 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $75,628 | 6,240 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $297,237 | 22,265 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $323,086 | 18,420 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $13,006 | 700 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $11,970 | 700 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $11,508 | 700 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $10,647 | 700 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||