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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFP

Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 12% in Q1 2026, buying an estimated $1.08K and bringing the position to 713 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #6758.

JP Morgan Chase first reported a position in ETV in Q1 2022 and has held it in 15 quarters since. The position peaked at $186K in Q4 2022. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

JP Morgan Chase held 713 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $9.38K as of Q1 2026.
JP Morgan Chase bought 75 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $1.08K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6758 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 15 quarters since.
JP Morgan Chase's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $186K in Q4 2022.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

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