Calamos Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217M | Sell |
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|
2025
Q1 | $184M | Sell |
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|
2024
Q4 | $184M | Buy |
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|
2024
Q3 | $156M | Sell |
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|
2024
Q2 | $152M | Sell |
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|
2024
Q1 | $154M | Sell |
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|
2023
Q4 | $132M | Sell |
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|
2023
Q3 | $113M | Sell |
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|
2023
Q2 | $120M | Buy |
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|
2023
Q1 | $107M | Sell |
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|
2022
Q4 | $121M | Sell |
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|
2022
Q3 | $112M | Sell |
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|
2022
Q2 | $121M | Sell |
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|
2022
Q1 | $149M | Buy |
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|
2021
Q4 | $166M | Sell |
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|
2021
Q3 | $201M | Buy |
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|
2021
Q2 | $181M | Buy |
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|
2021
Q1 | $154M | Buy |
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|
2020
Q4 | $127M | Sell |
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|
2020
Q3 | $109M | Sell |
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|
2020
Q2 | $111M | Buy |
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|
2020
Q1 | $93.5M | Sell |
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|
2019
Q4 | $225M | Buy |
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|
2019
Q3 | $188M | Buy |
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|
2019
Q2 | $171M | Buy |
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|
2019
Q1 | $143M | Sell |
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|
2018
Q4 | $184M | Sell |
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|
2018
Q3 | $232M | Buy |
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|
2018
Q2 | $213M | Buy |
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|
2018
Q1 | $200M | Sell |
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|
2017
Q4 | $205M | Buy |
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|
2017
Q3 | $176M | Buy |
|
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|
2017
Q2 | $165M | Sell |
|
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|
2017
Q1 | $180M | Sell |
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|
2016
Q4 | $183M | Sell |
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|
2016
Q3 | $152M | Sell |
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|
2016
Q2 | $161M | Sell |
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|
2016
Q1 | $154M | Buy |
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|
2015
Q4 | $169M | Sell |
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|
2015
Q3 | $217M | Buy |
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|
2015
Q2 | $227M | Sell |
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|
2015
Q1 | $210M | Buy |
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|
2014
Q4 | $207M | Sell |
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|
2014
Q3 | $231M | Sell |
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|
2014
Q2 | $224M | Sell |
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|
2014
Q1 | $256M | Sell |
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|
2013
Q4 | $250M | Sell |
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|
2013
Q3 | $223M | Buy |
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|
2013
Q2 | $189M | Buy |
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