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
Q2 		$50.1K Hold
3,492
– – ﹤0.01% 6420
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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 3,492 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6420.

JP Morgan Chase first reported a position in ETY in Q3 2020 and has held it in 17 quarters since. The position peaked at $94K in Q4 2022. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • JP Morgan Chase held 3,492 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $50.1K as of Q2 2026.
  • JP Morgan Chase left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6420 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 17 quarters since.
  • JP Morgan Chase's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $94K in Q4 2022.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

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