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 – 7527
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 – 6848
2022
Q4 		$12K Buy
+1,371
New +$11.7K ﹤0.01% 5995
2019
Q2 		– Sell
-16,499
Closed -$174K – 5815
2019
Q1 		$174K Buy
+16,499
New +$172K ﹤0.01% 4679

Other funds holding EVM

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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 $443M AUM 42.36% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return