Calamos Advisors
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Calamos Advisors’s JPMorgan Chase JPM Stock Holding History

Calamos Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-110,000
Closed -$11.5M – 707
2018
Q2 		$11.5M Buy
+110,000
New +$12.1M 0.07% 295

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Calamos Advisors's JPM Position: Q1 2026 in Review

Calamos Advisors increased its JPMorgan Chase (JPM) stake by 13% in Q1 2026, buying an estimated $27.8M and bringing the position to 804,936 shares worth $237M. The position accounts for 0.84% of the portfolio, ranked #17.

Calamos Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $256M in Q1 2014. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Calamos Advisors held 804,936 shares of JPMorgan Chase worth $237M as of Q1 2026.
  • Calamos Advisors bought 91,741 JPMorgan Chase shares in Q1 2026, an estimated $27.8M.
  • JPMorgan Chase made up 0.84% of Calamos Advisors's portfolio in Q1 2026, its #17 holding.
  • Calamos Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Calamos Advisors's JPMorgan Chase position peaked at $256M in Q1 2014.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.