JMPWA
EV

JP Morgan Private Wealth Advisors’s Eaton Vance Corp. EV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EV Stock Details EV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,187
Closed -$556K – 1826
2020
Q4 		$556K Buy
8,187
+58
+0.7% +$3.62K ﹤0.01% 1254
2020
Q3 		$310K Sell
8,129
-56
-0.7% -$2.14K ﹤0.01% 1353
2020
Q2 		$316K Buy
8,185
+46
+0.6% +$1.68K ﹤0.01% 1287
2020
Q1 		$262K Sell
8,139
-13,733
-63% -$583K ﹤0.01% 1181
2019
Q4 		$1.02M Sell
21,872
-202
-0.9% -$9.34K ﹤0.01% 788
2019
Q3 		$992K Sell
22,074
-238
-1% -$10.3K 0.01% 755
2019
Q2 		$962K Sell
22,312
-2,254
-9% -$92K 0.01% 765
2019
Q1 		$990K Buy
24,566
+728
+3% +$28.9K 0.01% 800
2018
Q4 		$839K Buy
23,838
+10,348
+77% +$437K 0.01% 812
2018
Q3 		$709K Buy
13,490
+126
+0.9% +$6.67K ﹤0.01% 945
2018
Q2 		$698K Buy
13,364
+4,045
+43% +$223K ﹤0.01% 891
2018
Q1 		$518K Buy
9,319
+573
+7% +$32.5K ﹤0.01% 860
2017
Q4 		$494K Sell
8,746
-1,407
-14% -$74.5K ﹤0.01% 873
2017
Q3 		$501K Sell
10,153
-1,121
-10% -$53.6K ﹤0.01% 846
2017
Q2 		$534K Buy
11,274
+3,190
+39% +$145K ﹤0.01% 820
2017
Q1 		$363K Buy
8,084
+116
+1% +$5.14K ﹤0.01% 995
2016
Q4 		$334K Buy
7,968
+789
+11% +$31K ﹤0.01% 958
2016
Q3 		$280K Sell
7,179
-4,939
-41% -$189K ﹤0.01% 1018
2016
Q2 		$428K Buy
12,118
+5,300
+78% +$186K ﹤0.01% 835
2016
Q1 		$229K Buy
+6,818
New +$203K ﹤0.01% 1037

Other funds holding EV

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EV Position: Q1 2021 in Review

JP Morgan Private Wealth Advisors sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 8,187 shares — an estimated $556K sold.

JP Morgan Private Wealth Advisors first reported a position in EV in Q1 2016 and held it in 20 quarters. The position peaked at $1.02M in Q4 2019. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,187 Eaton Vance Corp. shares in Q1 2021, an estimated $556K.
  • JP Morgan Private Wealth Advisors first reported a position in Eaton Vance Corp. in Q1 2016 and held it in 20 quarters.
  • JP Morgan Private Wealth Advisors's Eaton Vance Corp. position peaked at $1.02M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.