JP Morgan Chase
EVM

JP Morgan Chase’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

JP Morgan Chase’s Portfolio EVM Stock Details EVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-212
Closed -$1.94K – 7523
2023
Q4 		$1.94K Sell
212
-5,734
-96% -$48.5K ﹤0.01% 6724
2023
Q3 		$48.3K Buy
5,946
+5,379
+949% +$46.9K ﹤0.01% 5818
2023
Q2 		$5.05K Buy
+567
New +$5.03K ﹤0.01% 6171
2023
Q1 		– Sell
-1,371
Closed -$12K – 6845
2022
Q4 		$12K Buy
+1,371
New +$11.7K ﹤0.01% 5995
2019
Q2 		– Sell
-16,499
Closed -$174K – 5812
2019
Q1 		$174K Buy
+16,499
New +$172K ﹤0.01% 4679

Other funds holding EVM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

JP Morgan Chase sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2024, closing a stake of 212 shares — an estimated $1.94K sold.

JP Morgan Chase first reported a position in EVM in Q1 2019 and held it in 5 quarters. The position peaked at $174K in Q1 2019. 51 funds tracked by Wall St. Rank hold EVM as of Q1 2024.

  • JP Morgan Chase reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 212 Eaton Vance California Municipal Bond Fund shares in Q1 2024, an estimated $1.94K.
  • JP Morgan Chase first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2019 and held it in 5 quarters.
  • JP Morgan Chase's Eaton Vance California Municipal Bond Fund position peaked at $174K in Q1 2019.
  • 51 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2024.

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