JP Morgan Chase’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-136
Closed -$3.28K 7493
2025
Q2
$3.28K Sell
136
-51
-27% -$1.16K ﹤0.01% 6463
2025
Q1
$4.35K Buy
+187
New +$4.47K ﹤0.01% 6448
2024
Q4
Sell
-1
Closed -$26 7475
2024
Q3
$26 Sell
1
-27,906
-100% -$667K ﹤0.01% 7216
2024
Q2
$650K Sell
27,907
-36,164
-56% -$840K ﹤0.01% 4536
2024
Q1
$1.51M Sell
64,071
-23,487
-27% -$528K ﹤0.01% 4061
2023
Q4
$1.95M Buy
+87,558
New +$1.81M ﹤0.01% 3858
2023
Q2
Sell
-3,714
Closed -$84K 7033
2023
Q1
$84K Buy
+3,714
New +$86.5K ﹤0.01% 5505
2022
Q2
Sell
-226
Closed -$7K 6566
2022
Q1
$7K Buy
+226
New +$6.25K ﹤0.01% 6265
2019
Q3
Sell
-341
Closed -$8K 5789
2019
Q2
$8K Buy
+341
New +$7.91K ﹤0.01% 5585
2016
Q2
Sell
-1,500
Closed -$29K 4832
2016
Q1
$29K Buy
+1,500
New +$27.3K ﹤0.01% 4017

Other funds holding EVT