JP Morgan Chase
EFF

JP Morgan Chase’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

JP Morgan Chase’s Portfolio EFF Stock Details EFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-90,511
Closed -$1.38M – 6001
2019
Q3 		$1.38M Sell
90,511
-71,154
-44% -$1.08M ﹤0.01% 3652
2019
Q2 		$2.42M Sell
161,665
-46,964
-23% -$709K ﹤0.01% 3253
2019
Q1 		$3.09M Sell
208,629
-54,285
-21% -$809K ﹤0.01% 3012
2018
Q4 		$3.74M Buy
262,914
+3,904
+2% +$58.9K ﹤0.01% 2795
2018
Q3 		$4.1M Buy
259,010
+3,567
+1% +$57.8K ﹤0.01% 2901
2018
Q2 		$4.24M Buy
255,443
+3,370
+1% +$56.2K ﹤0.01% 2812
2018
Q1 		$4.21M Buy
252,073
+3,339
+1% +$54.7K ﹤0.01% 2726
2017
Q4 		$4.06M Buy
248,734
+3,409
+1% +$55.9K ﹤0.01% 2847
2017
Q3 		$4.07M Buy
245,325
+3,476
+1% +$58K ﹤0.01% 2707
2017
Q2 		$4.06M Buy
241,849
+3,278
+1% +$56.2K ﹤0.01% 2609
2017
Q1 		$4.02M Buy
238,571
+17,810
+8% +$303K ﹤0.01% 2588
2016
Q4 		$3.78M Buy
220,761
+122,925
+126% +$1.98M ﹤0.01% 2669
2016
Q3 		$1.53M Buy
97,836
+1,606
+2% +$24.7K ﹤0.01% 2935
2016
Q2 		$1.44M Buy
96,230
+1,658
+2% +$24.9K ﹤0.01% 2974
2016
Q1 		$1.38M Buy
94,572
+17,019
+22% +$233K ﹤0.01% 2900
2015
Q4 		$1.1M Buy
77,553
+1,521
+2% +$21.8K ﹤0.01% 3078
2015
Q3 		$1.12M Buy
76,032
+1,357
+2% +$21.1K ﹤0.01% 3049
2015
Q2 		$1.2M Buy
74,675
+1,239
+2% +$21K ﹤0.01% 3192
2015
Q1 		$1.25M Buy
73,436
+2,460
+3% +$40.9K ﹤0.01% 3113
2014
Q4 		$1.15M Buy
70,976
+1,155
+2% +$19.5K ﹤0.01% 3275
2014
Q3 		$1.2M Buy
+69,821
New +$1.24M ﹤0.01% 3213

Other funds holding EFF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

JP Morgan Chase's EFF Position: Q4 2019 in Review

JP Morgan Chase sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q4 2019, closing a stake of 90,511 shares — an estimated $1.38M sold.

JP Morgan Chase first reported a position in EFF in Q3 2014 and held it in 21 quarters. The position peaked at $4.24M in Q2 2018. 27 funds tracked by Wall St. Rank hold EFF as of Q4 2019.

  • JP Morgan Chase reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q4 2019 after selling out during the quarter.
  • JP Morgan Chase sold 90,511 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q4 2019, an estimated $1.38M.
  • JP Morgan Chase first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q3 2014 and held it in 21 quarters.
  • JP Morgan Chase's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $4.24M in Q2 2018.
  • 27 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q4 2019.

Based on JP Morgan Chase's 13F filing for Q4 2019, filed 11 Feb 2020.