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Institutional Holdings
JCEOwnership Summary
Institutions Holding
3
Total Shares Held
245,283
Total Value Held
$4,012,835
Quarter
2026-06-30
Active Positions
Increased Positions
2
199,539 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
1
45,744 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 199,137 | $3,257,881 | ▲ +14,941 | 0.09% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 45,744 | $748,372 | New position | 0.00% | 2026-06-30 |
| Thomas J. Herzfeld Advisors, Inc. | 402 | $6,582 | ▲ +9 | 0.00% | 2026-06-30 |