JP Morgan Chase
EVF

JP Morgan Chase’s Eaton Vance Senior Income Trust EVF Stock Holding History

JP Morgan Chase’s Portfolio EVF Stock Details EVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-254
Closed -$1.6K – 7522
2023
Q4 		$1.6K Sell
254
-1,505
-86% -$9.04K ﹤0.01% 6751
2023
Q3 		$10.4K Buy
+1,759
New +$9.94K ﹤0.01% 6251
2020
Q4 		– Sell
-1,579,470
Closed -$9.24M – 5706
2020
Q3 		$9.24M Hold
1,579,470
– – ﹤0.01% 2101
2020
Q2 		$8.42M Hold
1,579,470
– – ﹤0.01% 2033
2020
Q1 		$7.28M Hold
1,579,470
– – ﹤0.01% 1989
2019
Q4 		$10.1M Hold
1,579,470
– – ﹤0.01% 2106
2019
Q3 		$9.67M Hold
1,579,470
– – ﹤0.01% 2158
2019
Q2 		$9.82M Sell
1,579,470
-332,350
-17% -$2.07M ﹤0.01% 2121
2019
Q1 		$11.8M Sell
1,911,820
-169,314
-8% -$1.04M ﹤0.01% 1908
2018
Q4 		$12.5M Buy
2,081,134
+30,611
+1% +$189K ﹤0.01% 1830
2018
Q3 		$13.2M Buy
2,050,523
+29,414
+1% +$189K ﹤0.01% 1974
2018
Q2 		$12.9M Buy
2,021,109
+2,942
+0.1% +$19.5K ﹤0.01% 1939
2018
Q1 		$13.7M Buy
2,018,167
+37,187
+2% +$243K ﹤0.01% 1799
2017
Q4 		$12.9M Buy
1,980,980
+18,033
+0.9% +$117K ﹤0.01% 1919
2017
Q3 		$12.9M Buy
1,962,947
+26,340
+1% +$174K ﹤0.01% 1801
2017
Q2 		$12.9M Buy
1,936,607
+25,715
+1% +$174K ﹤0.01% 1777
2017
Q1 		$13M Buy
1,910,892
+26,220
+1% +$178K ﹤0.01% 1751
2016
Q4 		$12.6M Buy
1,884,672
+96,868
+5% +$626K ﹤0.01% 1776
2016
Q3 		$11.5M Buy
1,787,804
+28,813
+2% +$179K ﹤0.01% 1701
2016
Q2 		$10.6M Buy
1,758,991
+29,054
+2% +$172K ﹤0.01% 1802
2016
Q1 		$10M Buy
1,729,937
+99,620
+6% +$550K ﹤0.01% 1768
2015
Q4 		$9.41M Buy
1,630,317
+616,010
+61% +$3.65M ﹤0.01% 1856
2015
Q3 		$5.95M Buy
1,014,307
+241,628
+31% +$1.49M ﹤0.01% 2114
2015
Q2 		$4.8M Buy
772,679
+11,992
+2% +$77.6K ﹤0.01% 2417
2015
Q1 		$4.95M Buy
760,687
+11,665
+2% +$74.6K ﹤0.01% 2358
2014
Q4 		$4.67M Buy
749,022
+655,380
+700% +$4.18M ﹤0.01% 2449
2014
Q3 		$610K Buy
+93,642
New +$625K ﹤0.01% 3570

Other funds holding EVF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase's EVF Position: Q1 2024 in Review

JP Morgan Chase sold out of Eaton Vance Senior Income Trust (EVF) in Q1 2024, closing a stake of 254 shares — an estimated $1.6K sold.

JP Morgan Chase first reported a position in EVF in Q3 2014 and held it in 27 quarters. The position peaked at $13.7M in Q1 2018. 44 funds tracked by Wall St. Rank hold EVF as of Q1 2024.

  • JP Morgan Chase reported no remaining Eaton Vance Senior Income Trust position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 254 Eaton Vance Senior Income Trust shares in Q1 2024, an estimated $1.6K.
  • JP Morgan Chase first reported a position in Eaton Vance Senior Income Trust in Q3 2014 and held it in 27 quarters.
  • JP Morgan Chase's Eaton Vance Senior Income Trust position peaked at $13.7M in Q1 2018.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.