JP Morgan Chase
EV

JP Morgan Chase’s Eaton Vance Corp. EV Stock Holding History

JP Morgan Chase’s Portfolio EV Stock Details EV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-935,655
Closed -$63.6M – 6551
2020
Q4 		$63.6M Sell
935,655
-1,623,517
-63% -$101M 0.01% 975
2020
Q3 		$97.5M Buy
2,559,172
+192,464
+8% +$7.36M 0.02% 709
2020
Q2 		$91.4M Buy
2,366,708
+380,419
+19% +$13.9M 0.02% 679
2020
Q1 		$64.1M Buy
1,986,289
+120,511
+6% +$5.11M 0.02% 715
2019
Q4 		$87.1M Sell
1,865,778
-182,596
-9% -$8.44M 0.02% 723
2019
Q3 		$92M Buy
2,048,374
+157,507
+8% +$6.82M 0.02% 694
2019
Q2 		$80.9M Buy
1,890,867
+41,251
+2% +$1.68M 0.02% 751
2019
Q1 		$74.6M Sell
1,849,616
-32,293
-2% -$1.28M 0.02% 769
2018
Q4 		$66.2M Buy
1,881,909
+91,470
+5% +$3.86M 0.02% 791
2018
Q3 		$94.1M Buy
1,790,439
+12,246
+0.7% +$649K 0.02% 719
2018
Q2 		$92.8M Sell
1,778,193
-92,328
-5% -$5.09M 0.02% 689
2018
Q1 		$104M Buy
1,870,521
+142,961
+8% +$8.12M 0.02% 615
2017
Q4 		$97.4M Sell
1,727,560
-41,436
-2% -$2.19M 0.02% 660
2017
Q3 		$87.7M Buy
1,768,996
+46,140
+3% +$2.21M 0.02% 672
2017
Q2 		$81.5M Buy
1,722,856
+4,538
+0.3% +$206K 0.02% 704
2017
Q1 		$77.3M Buy
1,718,318
+14,028
+0.8% +$622K 0.02% 730
2016
Q4 		$71.4M Buy
1,704,290
+329,858
+24% +$13M 0.02% 719
2016
Q3 		$53.7M Sell
1,374,432
-17,207
-1% -$658K 0.01% 796
2016
Q2 		$49.2M Sell
1,391,639
-1,855
-0.1% -$65.1K 0.01% 845
2016
Q1 		$46.7M Buy
1,393,494
+275,913
+25% +$8.21M 0.01% 847
2015
Q4 		$36.2M Buy
1,117,581
+122,215
+12% +$4.28M 0.01% 971
2015
Q3 		$33.3M Buy
995,366
+50,646
+5% +$1.86M 0.01% 977
2015
Q2 		$37M Buy
944,720
+38,721
+4% +$1.6M 0.01% 1036
2015
Q1 		$37.7M Buy
905,999
+33,006
+4% +$1.37M 0.01% 1029
2014
Q4 		$35.7M Buy
872,993
+97,846
+13% +$3.85M 0.01% 1126
2014
Q3 		$29.2M Buy
775,147
+168,503
+28% +$6.33M 0.01% 1213
2014
Q2 		$22.9M Buy
606,644
+545,106
+886% +$20.1M 0.01% 1259
2014
Q1 		$2.35M Sell
61,538
-22,155
-26% -$854K ﹤0.01% 2474
2013
Q4 		$3.58M Sell
83,693
-26,061
-24% -$1.08M ﹤0.01% 2381
2013
Q3 		$4.26M Buy
109,754
+11,364
+12% +$452K ﹤0.01% 2293
2013
Q2 		$3.7M Buy
+98,390
New +$3.96M ﹤0.01% 2350

Other funds holding EV

IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

JP Morgan Chase's EV Position: Q1 2021 in Review

JP Morgan Chase sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 935,655 shares — an estimated $63.6M sold.

JP Morgan Chase first reported a position in EV in Q2 2013 and held it in 31 quarters. The position peaked at $104M in Q1 2018. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • JP Morgan Chase reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • JP Morgan Chase sold 935,655 Eaton Vance Corp. shares in Q1 2021, an estimated $63.6M.
  • JP Morgan Chase first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 31 quarters.
  • JP Morgan Chase's Eaton Vance Corp. position peaked at $104M in Q1 2018.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on JP Morgan Chase's 13F filing for Q1 2021, filed 12 May 2021.