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Shaker Financial Services, LLC → JCE

Shaker Financial Services, LLC JCE Position History

JCE

Quarters held
5
Latest value
$8.1M
Q3 2026
Peak value
$9.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.7M
Q4 2025$8.9M
Q1 2026$9.3M
Q2 2026$8.7M
Q3 2026$8.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.1M464.8K——
Q2 2026$8.7M519.1K——
Q1 2026$9.3M615.7K——
Q4 2025$8.9M560.7K——
Q3 2025$8.7M540.2K——

Other funds holding JCE

Other Shaker Financial Services, LLC positions

GAB-PK

GABELLI EQUITY TR INC

$11.7M
CSQ

CALAMOS STRATEGIC TOTAL RETU

$10.5M
CSQ

CALAMOS STRATEGIC TOTAL RETU

$9.6M
USA

LIBERTY ALL STAR EQUITY FD

$9.6M
RMT

ROYCE MICRO-CAP TR INC

$9.4M
SPE-PC

SPECIAL OPPORTUNITIES FD INC

$9M
ASG

LIBERTY ALL-STAR GROWTH FD I

$8.7M
RMT

ROYCE MICRO-CAP TR INC

$8.7M