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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase's EVT Position: Q3 2025 in Review

JP Morgan Chase sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2025, closing a stake of 136 shares — an estimated $3.28K sold.

JP Morgan Chase first reported a position in EVT in Q1 2016 and held it in 10 quarters. The position peaked at $1.95M in Q4 2023. 142 funds tracked by Wall St. Rank hold EVT as of Q3 2025.

JP Morgan Chase reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2025 after selling out during the quarter.
JP Morgan Chase sold 136 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2025, an estimated $3.28K.
JP Morgan Chase first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2016 and held it in 10 quarters.
JP Morgan Chase's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.95M in Q4 2023.
142 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.