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 – 7247
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 – 7620
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 – 5019
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

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GC
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Invesco
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LPL Financial
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CPIG
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return