Eaton Vance Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $812M | Sell |
7,770,534
-38,592
| -0.5% | -$4.43M | 1.2% | 9 |
|
|
2022
Q2 | $879M | Sell |
7,809,126
-40,143
| -0.5% | -$4.97M | 1.23% | 9 |
|
|
2022
Q1 | $1.07B | Buy |
7,849,269
+712,634
| +10% | +$105M | 1.23% | 7 |
|
|
2021
Q4 | $1.13B | Buy |
7,136,635
+41
| +0% | +$6.73K | 1.38% | 7 |
|
|
2021
Q3 | $1.16B | Buy |
7,136,594
+51,444
| +0.7% | +$8.07M | 1.61% | 8 |
|
|
2021
Q2 | $1.1B | Sell |
7,085,150
-437,789
| -6% | -$68.8M | 1.49% | 8 |
|
|
2021
Q1 | $1.15B | Sell |
7,522,939
-257,693
| -3% | -$37.1M | 1.7% | 7 |
|
|
2020
Q4 | $989M | Buy |
7,780,632
+20,773
| +0.3% | +$2.32M | 1.55% | 7 |
|
|
2020
Q3 | $747M | Sell |
7,759,859
-39,310
| -0.5% | -$3.86M | 1.37% | 8 |
|
|
2020
Q2 | $734M | Sell |
7,799,169
-136,790
| -2% | -$13M | 1.49% | 7 |
|
|
2020
Q1 | $715M | Buy |
7,935,959
+281,873
| +4% | +$34.2M | 1.74% | 6 |
|
|
2019
Q4 | $1.07B | Buy |
7,654,086
+216,277
| +3% | +$27.7M | 2.09% | 6 |
|
|
2019
Q3 | $875M | Sell |
7,437,809
-82,365
| -1% | -$9.32M | 1.88% | 7 |
|
|
2019
Q2 | $841M | Sell |
7,520,174
-102,026
| -1% | -$11.2M | 1.84% | 7 |
|
|
2019
Q1 | $772M | Sell |
7,622,200
-130,104
| -2% | -$13.4M | 1.77% | 7 |
|
|
2018
Q4 | $757M | Sell |
7,752,304
-222,603
| -3% | -$23.7M | 1.97% | 6 |
|
|
2018
Q3 | $900M | Sell |
7,974,907
-425,887
| -5% | -$48.3M | 2% | 6 |
|
|
2018
Q2 | $875M | Sell |
8,400,794
-8,467,592
| -50% | -$929M | 2.09% | 6 |
|
|
2018
Q1 | $1.86B | Buy |
16,868,386
+8,230,938
| +95% | +$932M | 2.3% | 4 |
|
|
2017
Q4 | $924M | Sell |
8,637,448
-617,855
| -7% | -$62.6M | 2.24% | 5 |
|
|
2017
Q3 | $884M | Sell |
9,255,303
-967,644
| -9% | -$89.2M | 2.28% | 5 |
|
|
2017
Q2 | $934M | Buy |
10,222,947
+35,730
| +0.4% | +$3.08M | 2.46% | 4 |
|
|
2017
Q1 | $895M | Sell |
10,187,217
-699,913
| -6% | -$61.7M | 2.4% | 3 |
|
|
2016
Q4 | $939M | Buy |
10,887,130
+202,919
| +2% | +$15.5M | 2.65% | 2 |
|
|
2016
Q3 | $711M | Buy |
10,684,211
+284,552
| +3% | +$18.6M | 2.05% | 6 |
|
|
2016
Q2 | $646M | Sell |
10,399,659
-115,912
| -1% | -$7.24M | 1.88% | 6 |
|
|
2016
Q1 | $623M | Sell |
10,515,571
-433,018
| -4% | -$25.3M | 1.92% | 7 |
|
|
2015
Q4 | $723M | Sell |
10,948,589
-599,057
| -5% | -$39M | 2.14% | 4 |
|
|
2015
Q3 | $704M | Buy |
11,547,646
+296,317
| +3% | +$19.4M | 2.17% | 5 |
|
|
2015
Q2 | $762M | Buy |
11,251,329
+65,548
| +0.6% | +$4.28M | 2.33% | 4 |
|
|
2015
Q1 | $678M | Buy |
11,185,781
+401,071
| +4% | +$23.8M | 2.04% | 4 |
|
|
2014
Q4 | $675M | Buy |
10,784,710
+66,817
| +0.6% | +$4.02M | 1.99% | 4 |
|
|
2014
Q3 | $646M | Sell |
10,717,893
-454,993
| -4% | -$26.6M | 1.93% | 3 |
|
|
2014
Q2 | $644M | Sell |
11,172,886
-552,720
| -5% | -$31.1M | 1.9% | 4 |
|
|
2014
Q1 | $712M | Sell |
11,725,606
-938,295
| -7% | -$54.2M | 2.1% | 3 |
|
|
2013
Q4 | $741M | Sell |
12,663,901
-575,091
| -4% | -$31.5M | 2.13% | 3 |
|
|
2013
Q3 | $684M | Sell |
13,238,992
-789,189
| -6% | -$42.3M | 2.05% | 1 |
|
|
2013
Q2 | $741M | Buy |
+14,028,181
| New | +$713M | 2.24% | 2 |
|
Other funds holding JPM
