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JP Morgan Chase’s
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
Stock Holding History
JP Morgan Chase’s Portfolio
EVT Stock Details
EVT Fund Activity
Bought
Maintained
Sold
Shares
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
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1-Year Est. Return
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$1.39B AUM
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1-Year Est. Return
MGAM
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1-Year Est. Return
Wells Fargo
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$530B AUM
22.01%
1-Year Est. Return
JIC
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$3.02B AUM
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1-Year Est. Return
KIM
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$3.21B AUM
6.83%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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