JP Morgan Chase
CEV

JP Morgan Chase’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

JP Morgan Chase’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,378
Closed -$24.6K – 7458
2023
Q4 		$24.6K Sell
2,378
-1,279
-35% -$12.3K ﹤0.01% 6203
2023
Q3 		$33.5K Buy
+3,657
New +$35.8K ﹤0.01% 5928
2023
Q2 		– Sell
-141
Closed -$1K – 6962
2023
Q1 		$1K Buy
+141
New +$1.44K ﹤0.01% 6500

Other funds holding CEV

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

JP Morgan Chase's CEV Position: Q1 2024 in Review

JP Morgan Chase sold out of Eaton Vance California Municipal Income Trust (CEV) in Q1 2024, closing a stake of 2,378 shares — an estimated $24.6K sold.

JP Morgan Chase first reported a position in CEV in Q1 2023 and held it in 3 quarters. The position peaked at $33.5K in Q3 2023. 28 funds tracked by Wall St. Rank hold CEV as of Q1 2024.

  • JP Morgan Chase reported no remaining Eaton Vance California Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 2,378 Eaton Vance California Municipal Income Trust shares in Q1 2024, an estimated $24.6K.
  • JP Morgan Chase first reported a position in Eaton Vance California Municipal Income Trust in Q1 2023 and held it in 3 quarters.
  • JP Morgan Chase's Eaton Vance California Municipal Income Trust position peaked at $33.5K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.