JP Morgan Chase
EFT

JP Morgan Chase’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

JP Morgan Chase’s Portfolio EFT Stock Details EFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101K Buy
9,423
+2,030
+27% +$21.9K ﹤0.01% 6041
2026
Q1 		$76.9K Sell
7,393
-2,030
-22% -$22.6K ﹤0.01% 5973
2025
Q4 		$106K Buy
+9,423
New +$108K ﹤0.01% 5850
2025
Q3 		– Sell
-19
Closed -$237 – 7473
2025
Q2 		$237 Buy
+19
New +$230 ﹤0.01% 6771
2024
Q1 		– Sell
-21,248
Closed -$267K – 7511
2023
Q4 		$267K Buy
21,248
+3,134
+17% +$38.3K ﹤0.01% 5193
2023
Q3 		$223K Buy
18,114
+17,264
+2,031% +$209K ﹤0.01% 5007
2023
Q2 		$9.93K Sell
850
-18,088
-96% -$207K ﹤0.01% 6052
2023
Q1 		$218K Buy
+18,938
New +$221K ﹤0.01% 5014
2021
Q3 		– Sell
-150,488
Closed -$2.17M – 6546
2021
Q2 		$2.17M Hold
150,488
– – ﹤0.01% 3741
2021
Q1 		$2.12M Buy
150,488
+50,863
+51% +$704K ﹤0.01% 3682
2020
Q4 		$1.31M Sell
99,625
-1,158,231
-92% -$15M ﹤0.01% 3781
2020
Q3 		$15M Hold
1,257,856
– – ﹤0.01% 1704
2020
Q2 		$14.3M Hold
1,257,856
– – ﹤0.01% 1628
2020
Q1 		$12.9M Buy
1,257,856
+577
+0% +$7.38K ﹤0.01% 1541
2019
Q4 		$17.3M Sell
1,257,279
-11,897
-0.9% -$159K ﹤0.01% 1705
2019
Q3 		$16.8M Hold
1,269,176
– – ﹤0.01% 1730
2019
Q2 		$17.1M Sell
1,269,176
-73,356
-5% -$993K ﹤0.01% 1688
2019
Q1 		$17.7M Sell
1,342,532
-380,644
-22% -$5.09M ﹤0.01% 1624
2018
Q4 		$21.8M Buy
1,723,176
+8,404
+0.5% +$115K 0.01% 1420
2018
Q3 		$25M Hold
1,714,772
– – ﹤0.01% 1487
2018
Q2 		$24.9M Sell
1,714,772
-12,452
-0.7% -$186K 0.01% 1428
2018
Q1 		$25.8M Buy
1,727,224
+2,101
+0.1% +$30.6K 0.01% 1339
2017
Q4 		$24.7M Buy
1,725,123
+13,289
+0.8% +$191K 0.01% 1423
2017
Q3 		$25M Hold
1,711,834
– – 0.01% 1356
2017
Q2 		$25.9M Hold
1,711,834
– – 0.01% 1277
2017
Q1 		$25.9M Hold
1,711,834
– – 0.01% 1297
2016
Q4 		$25.5M Buy
1,711,834
+406,948
+31% +$5.91M 0.01% 1304
2016
Q3 		$18.5M Sell
1,304,886
-66,801
-5% -$932K ﹤0.01% 1414
2016
Q2 		$18.4M Hold
1,371,687
– – ﹤0.01% 1451
2016
Q1 		$18.1M Buy
1,371,687
+161,070
+13% +$1.99M ﹤0.01% 1395
2015
Q4 		$15.3M Buy
1,210,617
+577,923
+91% +$7.5M ﹤0.01% 1529
2015
Q3 		$8.38M Buy
632,694
+210,025
+50% +$2.89M ﹤0.01% 1899
2015
Q2 		$5.82M Buy
422,669
+33,319
+9% +$484K ﹤0.01% 2302
2015
Q1 		$5.68M Sell
389,350
-5,829
-1% -$82.7K ﹤0.01% 2258
2014
Q4 		$5.49M Hold
395,179
– – ﹤0.01% 2352
2014
Q3 		$5.76M Buy
395,179
+120,685
+44% +$1.8M ﹤0.01% 2274
2014
Q2 		$4.14M Hold
274,494
– – ﹤0.01% 2163
2014
Q1 		$4.31M Hold
274,494
– – ﹤0.01% 2168
2013
Q4 		$4.19M Buy
+274,494
New +$4.24M ﹤0.01% 2280

Other funds holding EFT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $242M AUM

JP Morgan Chase's EFT Position: Q2 2026 in Review

JP Morgan Chase increased its Eaton Vance Floating-Rate Income Trust (EFT) stake by 27% in Q2 2026, buying an estimated $21.9K and bringing the position to 9,423 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #6041.

JP Morgan Chase first reported a position in EFT in Q4 2013 and has held it in 39 quarters since. The position peaked at $25.9M in Q2 2017. 81 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

  • JP Morgan Chase held 9,423 shares of Eaton Vance Floating-Rate Income Trust worth $101K as of Q2 2026.
  • JP Morgan Chase bought 2,030 Eaton Vance Floating-Rate Income Trust shares in Q2 2026, an estimated $21.9K.
  • Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6041 holding.
  • JP Morgan Chase first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2013 and has held it in 39 quarters since.
  • JP Morgan Chase's Eaton Vance Floating-Rate Income Trust position peaked at $25.9M in Q2 2017.
  • 81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.