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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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.