Calamos Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217M | Sell |
747,053
-4,733
| -0.6% | -$1.37M | 0.85% | 14 |
|
|
2025
Q1 | $184M | Sell |
751,786
-15,108
| -2% | -$3.71M | 0.8% | 14 |
|
|
2024
Q4 | $184M | Buy |
766,894
+24,947
| +3% | +$5.98M | 0.77% | 14 |
|
|
2024
Q3 | $156M | Sell |
741,947
-9,889
| -1% | -$2.09M | 0.68% | 14 |
|
|
2024
Q2 | $152M | Sell |
751,836
-16,228
| -2% | -$3.28M | 0.68% | 14 |
|
|
2024
Q1 | $154M | Sell |
768,064
-7,382
| -1% | -$1.48M | 0.73% | 14 |
|
|
2023
Q4 | $132M | Sell |
775,446
-5,462
| -0.7% | -$929K | 0.64% | 16 |
|
|
2023
Q3 | $113M | Sell |
780,908
-43,859
| -5% | -$6.36M | 0.59% | 18 |
|
|
2023
Q2 | $120M | Buy |
824,767
+558
| +0.1% | +$81.2K | 0.59% | 19 |
|
|
2023
Q1 | $107M | Sell |
824,209
-80,344
| -9% | -$10.5M | 0.52% | 25 |
|
|
2022
Q4 | $121M | Sell |
904,553
-166,985
| -16% | -$22.4M | 0.57% | 17 |
|
|
2022
Q3 | $112M | Sell |
1,071,538
-3,322
| -0.3% | -$347K | 0.51% | 23 |
|
|
2022
Q2 | $121M | Sell |
1,074,860
-17,052
| -2% | -$1.92M | 0.52% | 23 |
|
|
2022
Q1 | $149M | Buy |
1,091,912
+44,128
| +4% | +$6.02M | 0.56% | 19 |
|
|
2021
Q4 | $166M | Sell |
1,047,784
-179,722
| -15% | -$28.5M | 0.62% | 16 |
|
|
2021
Q3 | $201M | Buy |
1,227,506
+63,011
| +5% | +$10.3M | 0.88% | 9 |
|
|
2021
Q2 | $181M | Buy |
1,164,495
+155,171
| +15% | +$24.1M | 0.83% | 10 |
|
|
2021
Q1 | $154M | Buy |
1,009,324
+11,412
| +1% | +$1.74M | 0.84% | 12 |
|
|
2020
Q4 | $127M | Sell |
997,912
-134,102
| -12% | -$17M | 0.74% | 14 |
|
|
2020
Q3 | $109M | Sell |
1,132,014
-48,602
| -4% | -$4.68M | 0.7% | 14 |
|
|
2020
Q2 | $111M | Buy |
1,180,616
+142,560
| +14% | +$13.4M | 0.79% | 14 |
|
|
2020
Q1 | $93.5M | Sell |
1,038,056
-573,820
| -36% | -$51.7M | 0.73% | 14 |
|
|
2019
Q4 | $225M | Buy |
1,611,876
+18,467
| +1% | +$2.57M | 1.11% | 7 |
|
|
2019
Q3 | $188M | Buy |
1,593,409
+60,586
| +4% | +$7.13M | 1.02% | 7 |
|
|
2019
Q2 | $171M | Buy |
1,532,823
+123,585
| +9% | +$13.8M | 0.95% | 11 |
|
|
2019
Q1 | $143M | Sell |
1,409,238
-471,279
| -25% | -$47.7M | 0.89% | 11 |
|
|
2018
Q4 | $184M | Sell |
1,880,517
-179,093
| -9% | -$17.5M | 1.21% | 8 |
|
|
2018
Q3 | $232M | Buy |
2,059,610
+11,867
| +0.6% | +$1.34M | 1.28% | 7 |
|
|
2018
Q2 | $213M | Buy |
2,047,743
+225,085
| +12% | +$23.5M | 1.3% | 6 |
|
|
2018
Q1 | $200M | Sell |
1,822,658
-90,435
| -5% | -$9.95M | 1.3% | 6 |
|
|
2017
Q4 | $205M | Buy |
1,913,093
+71,004
| +4% | +$7.59M | 1.04% | 7 |
|
|
2017
Q3 | $176M | Buy |
1,842,089
+39,659
| +2% | +$3.79M | 1.36% | 10 |
|
|
2017
Q2 | $165M | Sell |
1,802,430
-249,860
| -12% | -$22.8M | 1.22% | 7 |
|
|
2017
Q1 | $180M | Sell |
2,052,290
-68,608
| -3% | -$6.03M | 1.42% | 5 |
|
|
2016
Q4 | $183M | Sell |
2,120,898
-158,457
| -7% | -$13.7M | 1.45% | 5 |
|
|
2016
Q3 | $152M | Sell |
2,279,355
-318,858
| -12% | -$21.2M | 1.08% | 10 |
|
|
2016
Q2 | $161M | Sell |
2,598,213
-798
| -0% | -$49.6K | 1.13% | 12 |
|
|
2016
Q1 | $154M | Buy |
2,599,011
+47,078
| +2% | +$2.79M | 1.02% | 12 |
|
|
2015
Q4 | $169M | Sell |
2,551,933
-1,008,103
| -28% | -$66.6M | 1.07% | 13 |
|
|
2015
Q3 | $217M | Buy |
3,560,036
+210,167
| +6% | +$12.8M | 1.5% | 4 |
|
|
2015
Q2 | $227M | Sell |
3,349,869
-112,061
| -3% | -$7.59M | 1.4% | 8 |
|
|
2015
Q1 | $210M | Buy |
3,461,930
+155,275
| +5% | +$9.41M | 1.31% | 8 |
|
|
2014
Q4 | $207M | Sell |
3,306,655
-531,882
| -14% | -$33.3M | 1.37% | 6 |
|
|
2014
Q3 | $231M | Sell |
3,838,537
-52,742
| -1% | -$3.18M | 1.54% | 6 |
|
|
2014
Q2 | $224M | Sell |
3,891,279
-332,426
| -8% | -$19.2M | 1.42% | 7 |
|
|
2014
Q1 | $256M | Sell |
4,223,705
-57,064
| -1% | -$3.46M | 1.64% | 6 |
|
|
2013
Q4 | $250M | Sell |
4,280,769
-24,605
| -0.6% | -$1.44M | 1.59% | 7 |
|
|
2013
Q3 | $223M | Buy |
4,305,374
+732,314
| +20% | +$37.9M | 1.4% | 12 |
|
|
2013
Q2 | $189M | Buy |
+3,573,060
| New | +$189M | 1.23% | 19 |
|