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
2023 Q1	–	Sell	-51,500	Closed	-$6.91M	–	1176
2022 Q4	$6.91M	Sell	51,500 -4,500	-8%	-$570K	0.03%	583
2022 Q3	$5.85M	Hold	56,000	–	–	0.03%	639
2022 Q2	$6.31M	Buy	+56,000	New	+$6.94M	0.03%	631
2019 Q1	–	Sell	-241,700	Closed	-$23.6M	–	683
2018 Q4	$23.6M	Buy	+241,700	New	+$25.8M	0.16%	187

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.