JP Morgan Chase
EVSM icon

JP Morgan Chase’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

JP Morgan Chase’s Portfolio EVSM Stock Details EVSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.6K Buy
+1,499
New +$75.4K ﹤0.01% 6239
2026
Q1 		– Sell
-115
Closed -$5.79K – 7970
2025
Q4 		$5.79K Buy
+115
New +$5.8K ﹤0.01% 6788
2025
Q2 		– Sell
-8,294
Closed -$413K – 7747
2025
Q1 		$413K Buy
+8,294
New +$415K ﹤0.01% 4883

Other funds holding EVSM

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

JP Morgan Chase's EVSM Position: Q2 2026 in Review

JP Morgan Chase opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026: 1,499 shares worth $75.6K. The stake represents ﹤0.01% of the portfolio and ranks #6239 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in EVSM as recently as Q4 2025.

JP Morgan Chase first reported a position in EVSM in Q1 2025 and has held it in 3 quarters since. The position peaked at $413K in Q1 2025. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • JP Morgan Chase held 1,499 shares of Eaton Vance Short Duration Municipal Income ETF worth $75.6K as of Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new JP Morgan Chase position in Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6239 holding.
  • JP Morgan Chase first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2025 and has held it in 3 quarters since.
  • JP Morgan Chase's Eaton Vance Short Duration Municipal Income ETF position peaked at $413K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.