Number of Shares
26,945.00
Current Holdings Value*
$7.13 Mil
% of Portfolio
1.07%
Total Estimate Gain
$3.80 Mil
% of Total Estimate Gain
41.83%

Eaton Vance RBA Equity Strategy Fund's JPMorgan Chase & Co Holding Summary

As of 2025-02-28, Eaton Vance RBA Equity Strategy Fund held 26,945.00 shares of JPMorgan Chase & Co(JPM), totaling $7.13 Mil. This investment constitutes 1.07% of their stock portfolio, and Eaton Vance RBA Equity Strategy Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Eaton Vance RBA Equity Strategy Fund has made 1 purchases of JPM, at an average price of $149.53, for a total of 60,787.00 shares. In addition, there have been 2 sales at an average price of $144.67 for 33,842.00 shares. Based on historical transaction data and JPM's current price of $296.76, Eaton Vance RBA Equity Strategy Fund's estimated gain on his JPM holdings is $3.80 Mil, reflecting a 41.83% gain to date.

Eaton Vance RBA Equity Strategy Fund JPM ($296.76) Holding Chart

Eaton Vance RBA Equity Strategy Fund JPM ($296.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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