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	–	7612
2023 Q3	$12.2K	Buy	+720	New	+$12.4K	﹤0.01%	6207
2023 Q1	–	Sell	-4,285	Closed	-$76K	–	6841
2022 Q4	$76K	Buy	+4,285	New	+$79.6K	﹤0.01%	5456
2018 Q3	–	Sell	-1,250	Closed	-$25K	–	5707
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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $405M AUM 29.62% 1-Year Est. Return

USCWA

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase's ETX Position: Q4 2023 in Review

JP Morgan Chase sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q4 2023, closing a stake of 720 shares — an estimated $12.2K sold.

JP Morgan Chase first reported a position in ETX in Q1 2017 and held it in 8 quarters. The position peaked at $76K in Q4 2022. 47 funds tracked by Wall St. Rank hold ETX as of Q4 2023.

JP Morgan Chase reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q4 2023 after selling out during the quarter.
JP Morgan Chase sold 720 Eaton Vance Municipal Income 2028 Term Trust shares in Q4 2023, an estimated $12.2K.
JP Morgan Chase first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q1 2017 and held it in 8 quarters.
JP Morgan Chase's Eaton Vance Municipal Income 2028 Term Trust position peaked at $76K in Q4 2022.
47 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.