JP Morgan Chase’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

JP Morgan Chase’s Portfolio EVG Stock Details EVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,678	Closed	-$100K	–	7614
2023 Q3	$100K	Buy	9,678 +9,636	+22,943%	+$96.8K	﹤0.01%	5468
2023 Q2	$412	Sell	42 -5,158	-99%	-$50.6K	﹤0.01%	6561
2023 Q1	$54K	Buy	5,200 +4,638	+825%	+$48.7K	﹤0.01%	5674
2022 Q4	$6K	Buy	+562	New	+$5.99K	﹤0.01%	6121
2019 Q3	–	Sell	-341	Closed	-$5K	–	5787
2019 Q2	$5K	Buy	+341	New	+$4.47K	﹤0.01%	5624

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Chase sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2023, closing a stake of 9,678 shares — an estimated $100K sold.

JP Morgan Chase first reported a position in EVG in Q2 2019 and held it in 5 quarters. The position peaked at $100K in Q3 2023. 45 funds tracked by Wall St. Rank hold EVG as of Q4 2023.

JP Morgan Chase reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2023 after selling out during the quarter.
JP Morgan Chase sold 9,678 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2023, an estimated $100K.
JP Morgan Chase first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2019 and held it in 5 quarters.
JP Morgan Chase's Eaton Vance Short Duration Diversified Income Fund position peaked at $100K in Q3 2023.
45 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2023.

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