JP Morgan Chase
EVV

JP Morgan Chase’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

JP Morgan Chase’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-378
Closed -$3.77K – 7242
2025
Q1 		$3.77K Sell
378
-1
-0.3% -$10 ﹤0.01% 6467
2024
Q4 		$3.7K Buy
+379
New +$3.87K ﹤0.01% 6561
2023
Q4 		– Sell
-2,547
Closed -$23K – 7615
2023
Q3 		$23K Buy
2,547
+1,646
+183% +$15.3K ﹤0.01% 6036
2023
Q2 		$8.43K Sell
901
-54,649
-98% -$508K ﹤0.01% 6084
2023
Q1 		$547K Buy
55,550
+48,550
+694% +$488K ﹤0.01% 4438
2022
Q4 		$66K Buy
+7,000
New +$67.6K ﹤0.01% 5513
2017
Q3 		– Sell
-915
Closed -$13K – 5017
2017
Q2 		$13K Sell
915
-3,485
-79% -$48.6K ﹤0.01% 4613
2017
Q1 		$61K Hold
4,400
– – ﹤0.01% 4474
2016
Q4 		$60K Hold
4,400
– – ﹤0.01% 4513
2016
Q3 		$60K Hold
4,400
– – ﹤0.01% 3993
2016
Q2 		$59K Hold
4,400
– – ﹤0.01% 4009
2016
Q1 		$58K Hold
4,400
– – ﹤0.01% 3865
2015
Q4 		$56K Buy
+4,400
New +$56.4K ﹤0.01% 3895

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase's EVV Position: Q2 2025 in Review

JP Morgan Chase sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2025, closing a stake of 378 shares — an estimated $3.77K sold.

JP Morgan Chase first reported a position in EVV in Q4 2015 and held it in 13 quarters. The position peaked at $547K in Q1 2023. 146 funds tracked by Wall St. Rank hold EVV as of Q2 2025.

  • JP Morgan Chase reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 378 Eaton Vance Limited Duration Income Fund shares in Q2 2025, an estimated $3.77K.
  • JP Morgan Chase first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2015 and held it in 13 quarters.
  • JP Morgan Chase's Eaton Vance Limited Duration Income Fund position peaked at $547K in Q1 2023.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.