JP Morgan Chase
ETV

JP Morgan Chase’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

JP Morgan Chase’s Portfolio ETV Stock Details ETV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.31K Sell
635
-78
-11% -$1.14K ﹤0.01% 6938
2026
Q1 		$9.38K Buy
713
+75
+12% +$1.08K ﹤0.01% 6758
2025
Q4 		$9.17K Sell
638
-1
-0.2% -$14 ﹤0.01% 6689
2025
Q3 		$9.11K Buy
639
+3
+0.5% +$42 ﹤0.01% 6663
2025
Q2 		$8.82K Hold
636
– – ﹤0.01% 6334
2025
Q1 		$8.4K Hold
636
– – ﹤0.01% 6342
2024
Q4 		$9.17K Hold
636
– – ﹤0.01% 6405
2024
Q3 		$8.78K Hold
636
– – ﹤0.01% 6390
2024
Q2 		$8.69K Sell
636
-250
-28% -$3.25K ﹤0.01% 6284
2024
Q1 		$11.5K Buy
886
+250
+39% +$3.18K ﹤0.01% 6326
2023
Q4 		$7.84K Sell
636
-260
-29% -$3.15K ﹤0.01% 6469
2023
Q3 		$10.7K Hold
896
– – ﹤0.01% 6240
2023
Q2 		$11.5K Hold
896
– – ﹤0.01% 6035
2023
Q1 		$11.3K Sell
896
-14,285
-94% -$183K ﹤0.01% 6091
2022
Q4 		$186K Buy
+15,181
New +$201K ﹤0.01% 5072
2022
Q2 		– Sell
-500
Closed -$8K – 6563
2022
Q1 		$8K Buy
+500
New +$7.82K ﹤0.01% 6245

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 11% in Q2 2026, selling an estimated $1.14K and leaving 635 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #6938.

JP Morgan Chase first reported a position in ETV in Q1 2022 and has held it in 16 quarters since. The position peaked at $186K in Q4 2022. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • JP Morgan Chase held 635 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $9.31K as of Q2 2026.
  • JP Morgan Chase sold 78 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $1.14K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6938 holding.
  • JP Morgan Chase first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2022 and has held it in 16 quarters since.
  • JP Morgan Chase's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $186K in Q4 2022.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

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