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
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

Calamos Advisors's JPM Position: Q2 2026 in Review

Calamos Advisors reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $30M and leaving 708,384 shares worth $232M. The position accounts for 0.77% of the portfolio, ranked #19.

Calamos Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $256M in Q1 2014. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Calamos Advisors held 708,384 shares of JPMorgan Chase worth $232M as of Q2 2026.
  • Calamos Advisors sold 96,552 JPMorgan Chase shares in Q2 2026, an estimated $30M.
  • JPMorgan Chase made up 0.77% of Calamos Advisors's portfolio in Q2 2026, its #19 holding.
  • Calamos Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Calamos Advisors's JPMorgan Chase position peaked at $256M in Q1 2014.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.