JP Morgan Chase

JP Morgan Chase’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

JP Morgan Chase’s Portfolio ETX Stock Details ETX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-720	Closed	-$12.2K	–	7617
2023 Q3	$12.2K	Buy	+720	New	+$12.4K	﹤0.01%	6207
2023 Q1	–	Sell	-4,285	Closed	-$76K	–	6844
2022 Q4	$76K	Buy	+4,285	New	+$79.6K	﹤0.01%	5456
2018 Q3	–	Sell	-1,250	Closed	-$25K	–	5708
2018 Q2	$25K	Buy	1,250 +250	+25%	+$4.83K	﹤0.01%	5262
2018 Q1	$19K	Hold	1,000	–	–	﹤0.01%	5087
2017 Q4	$21K	Hold	1,000	–	–	﹤0.01%	5152
2017 Q3	$20K	Hold	1,000	–	–	﹤0.01%	4636
2017 Q2	$20K	Hold	1,000	–	–	﹤0.01%	4539
2017 Q1	$20K	Buy	+1,000	New	+$19.4K	﹤0.01%	4710

Other funds holding ETX

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

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bank of America

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