JHCP
EVV

Jackson Hole Capital Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Jackson Hole Capital Partners’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$96.2K Hold
10,184
– – 0.02% 241
2025
Q4 		$101K Hold
10,184
– – 0.02% 236
2025
Q3 		$103K Hold
10,184
– – 0.02% 230
2025
Q2 		$104K Buy
+10,184
New +$101K 0.02% 220

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jackson Hole Capital Partners's EVV Position: Q1 2026 in Review

Jackson Hole Capital Partners held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q1 2026 at 10,184 shares worth $96.2K. The position accounts for 0.02% of the portfolio, ranked #241.

Jackson Hole Capital Partners first reported a position in EVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $104K in Q2 2025. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

  • Jackson Hole Capital Partners held 10,184 shares of Eaton Vance Limited Duration Income Fund worth $96.2K as of Q1 2026.
  • Jackson Hole Capital Partners left its Eaton Vance Limited Duration Income Fund share count unchanged in Q1 2026.
  • Eaton Vance Limited Duration Income Fund made up 0.02% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #241 holding.
  • Jackson Hole Capital Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2025 and has held it in 4 quarters since.
  • Jackson Hole Capital Partners's Eaton Vance Limited Duration Income Fund position peaked at $104K in Q2 2025.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.