JP Morgan Chase
ETY icon

JP Morgan Chase’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

JP Morgan Chase’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46K Sell
3,492
-457
-12% -$6.75K ﹤0.01% 6240
2025
Q4 		$60.6K Hold
3,949
– – ﹤0.01% 6141
2025
Q3 		$62.8K Buy
3,949
+962
+32% +$15.1K ﹤0.01% 6143
2025
Q2 		$46.2K Sell
2,987
-1,167
-28% -$16.7K ﹤0.01% 5957
2025
Q1 		$59.2K Hold
4,154
– – ﹤0.01% 5814
2024
Q4 		$62.1K Buy
4,154
+1,700
+69% +$25.3K ﹤0.01% 5935
2024
Q3 		$36K Hold
2,454
– – ﹤0.01% 6093
2024
Q2 		$34.5K Hold
2,454
– – ﹤0.01% 5992
2024
Q1 		$32.8K Sell
2,454
-942
-28% -$12K ﹤0.01% 6086
2023
Q4 		$41.4K Buy
3,396
+580
+21% +$6.71K ﹤0.01% 6054
2023
Q3 		$32.5K Sell
2,816
-3,466
-55% -$42K ﹤0.01% 5937
2023
Q2 		$78.3K Buy
6,282
+3,466
+123% +$40.7K ﹤0.01% 5569
2023
Q1 		$32.9K Sell
2,816
-5,898
-68% -$68.1K ﹤0.01% 5851
2022
Q4 		$94K Buy
+8,714
New +$100K ﹤0.01% 5369
2022
Q3 		– Sell
-146
Closed -$2K – 6554
2022
Q2 		$2K Buy
+146
New +$1.81K ﹤0.01% 6279
2020
Q4 		– Sell
-3,735
Closed -$40K – 5705
2020
Q3 		$40K Buy
+3,735
New +$41.5K ﹤0.01% 5003

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Chase reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 12% in Q1 2026, selling an estimated $6.75K and leaving 3,492 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #6240.

JP Morgan Chase first reported a position in ETY in Q3 2020 and has held it in 16 quarters since. The position peaked at $94K in Q4 2022. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • JP Morgan Chase held 3,492 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $46K as of Q1 2026.
  • JP Morgan Chase sold 457 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $6.75K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6240 holding.
  • JP Morgan Chase first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2020 and has held it in 16 quarters since.
  • JP Morgan Chase's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $94K in Q4 2022.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

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