JP Morgan Chase
EOS

JP Morgan Chase’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

JP Morgan Chase’s Portfolio EOS Stock Details EOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.15K Sell
316
-122
-28% -$2.67K ﹤0.01% 6849
2025
Q4 		$10.3K Hold
438
– – ﹤0.01% 6670
2025
Q3 		$10.5K Hold
438
– – ﹤0.01% 6630
2025
Q2 		$10.6K Sell
438
-122
-22% -$2.69K ﹤0.01% 6305
2025
Q1 		$11.8K Buy
560
+351
+168% +$8.19K ﹤0.01% 6267
2024
Q4 		$5.01K Hold
209
– – ﹤0.01% 6514
2024
Q3 		$4.54K Sell
209
-2
-0.9% -$43 ﹤0.01% 6509
2024
Q2 		$4.6K Sell
211
-91
-30% -$1.87K ﹤0.01% 6403
2024
Q1 		$6.09K Buy
302
+210
+228% +$4.13K ﹤0.01% 6412
2023
Q4 		$1.72K Sell
92
-805
-90% -$14.2K ﹤0.01% 6743
2023
Q3 		$15.4K Sell
897
-9,200
-91% -$165K ﹤0.01% 6140
2023
Q2 		$181K Buy
10,097
+1,677
+20% +$28K ﹤0.01% 5137
2023
Q1 		$138K Buy
8,420
+2,140
+34% +$35.5K ﹤0.01% 5271
2022
Q4 		$104K Sell
6,280
-1,735
-22% -$29K ﹤0.01% 5342
2022
Q3 		$123K Buy
8,015
+7,895
+6,579% +$140K ﹤0.01% 5195
2022
Q2 		$2K Buy
+120
New +$2.17K ﹤0.01% 6278
2016
Q2 		– Sell
-9,500
Closed -$123K – 4827
2016
Q1 		$123K Buy
+9,500
New +$117K ﹤0.01% 3710

Other funds holding EOS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase's EOS Position: Q1 2026 in Review

JP Morgan Chase reduced its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 28% in Q1 2026, selling an estimated $2.67K and leaving 316 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #6849.

JP Morgan Chase first reported a position in EOS in Q1 2016 and has held it in 17 quarters since. The position peaked at $181K in Q2 2023. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • JP Morgan Chase held 316 shares of Eaton Vance Enhance Equity Income Fund II worth $6.15K as of Q1 2026.
  • JP Morgan Chase sold 122 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $2.67K.
  • Eaton Vance Enhance Equity Income Fund II made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6849 holding.
  • JP Morgan Chase first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2016 and has held it in 17 quarters since.
  • JP Morgan Chase's Eaton Vance Enhance Equity Income Fund II position peaked at $181K in Q2 2023.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.