CWM
Calamos Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Buy |
75,476
+51,191
| +211% | +$14.8M | 0.93% | 21 |
|
|
2025
Q1 | $5.96M | Buy |
24,285
+286
| +1% | +$70.2K | 0.3% | 68 |
|
|
2024
Q4 | $5.75M | Buy |
23,999
+453
| +2% | +$109K | 0.29% | 66 |
|
|
2024
Q3 | $4.96M | Sell |
23,546
-1,392
| -6% | -$294K | 0.25% | 73 |
|
|
2024
Q2 | $5.04M | Sell |
24,938
-286
| -1% | -$57.8K | 0.27% | 74 |
|
|
2024
Q1 | $5.05M | Sell |
25,224
-2,700
| -10% | -$541K | 0.28% | 73 |
|
|
2023
Q4 | $4.75M | Sell |
27,924
-836
| -3% | -$142K | 0.3% | 69 |
|
|
2023
Q3 | $4.17M | Buy |
28,760
+1,914
| +7% | +$278K | 0.32% | 68 |
|
|
2023
Q2 | $3.9M | Buy |
26,846
+633
| +2% | +$92.1K | 0.29% | 74 |
|
|
2023
Q1 | $3.42M | Sell |
26,213
-1,388
| -5% | -$181K | 0.27% | 79 |
|
|
2022
Q4 | $3.7M | Sell |
27,601
-248
| -0.9% | -$33.3K | 0.29% | 77 |
|
|
2022
Q3 | $2.91M | Sell |
27,849
-112
| -0.4% | -$11.7K | 0.25% | 81 |
|
|
2022
Q2 | $3.15M | Sell |
27,961
-2,519
| -8% | -$284K | 0.28% | 82 |
|
|
2022
Q1 | $4.16M | Sell |
30,480
-59,531
| -66% | -$8.12M | 0.31% | 78 |
|
|
2021
Q4 | $14.3M | Buy |
90,011
+664
| +0.7% | +$105K | 1.04% | 19 |
|
|
2021
Q3 | $14.6M | Buy |
89,347
+329
| +0.4% | +$53.9K | 1.18% | 14 |
|
|
2021
Q2 | $13.8M | Sell |
89,018
-3,847
| -4% | -$598K | 1.08% | 16 |
|
|
2021
Q1 | $14.1M | Sell |
92,865
-24,173
| -21% | -$3.68M | 1.17% | 14 |
|
|
2020
Q4 | $14.9M | Sell |
117,038
-15,746
| -12% | -$2M | 1.36% | 11 |
|
|
2020
Q3 | $12.8M | Buy |
132,784
+14,254
| +12% | +$1.37M | 1.46% | 11 |
|
|
2020
Q2 | $11.1M | Buy |
118,530
+8,635
| +8% | +$812K | 1.39% | 12 |
|
|
2020
Q1 | $9.89M | Buy |
109,895
+696
| +0.6% | +$62.7K | 1.51% | 12 |
|
|
2019
Q4 | $15.2M | Buy |
109,199
+1,001
| +0.9% | +$140K | 1.79% | 9 |
|
|
2019
Q3 | $12.7M | Sell |
108,198
-986
| -0.9% | -$116K | 1.7% | 9 |
|
|
2019
Q2 | $12.2M | Buy |
109,184
+260
| +0.2% | +$29.1K | 1.65% | 9 |
|
|
2019
Q1 | $11M | Sell |
108,924
-17,954
| -14% | -$1.82M | 1.57% | 10 |
|
|
2018
Q4 | $12.4M | Sell |
126,878
-4,639
| -4% | -$453K | 1.86% | 8 |
|
|
2018
Q3 | $14.8M | Sell |
131,517
-6,777
| -5% | -$765K | 1.85% | 9 |
|
|
2018
Q2 | $14.4M | Buy |
138,294
+2,962
| +2% | +$309K | 1.8% | 11 |
|
|
2018
Q1 | $14.9M | Buy |
135,332
+2,984
| +2% | +$328K | 1.87% | 10 |
|
|
2017
Q4 | $14.2M | Buy |
132,348
+27,492
| +26% | +$2.94M | 1.84% | 9 |
|
|
2017
Q3 | $10M | Buy |
104,856
+3,161
| +3% | +$302K | 1.39% | 14 |
|
|
2017
Q2 | $9.3M | Sell |
101,695
-11,289
| -10% | -$1.03M | 1.32% | 17 |
|
|
2017
Q1 | $9.93M | Buy |
112,984
+2,441
| +2% | +$214K | 1.48% | 12 |
|
|
2016
Q4 | $9.54M | Sell |
110,543
-706
| -0.6% | -$60.9K | 1.54% | 10 |
|
|
2016
Q3 | $7.41M | Buy |
111,249
+2,218
| +2% | +$148K | 1.27% | 13 |
|
|
2016
Q2 | $6.78M | Buy |
109,031
+4,887
| +5% | +$304K | 1.2% | 18 |
|
|
2016
Q1 | $6.17M | Buy |
104,144
+6,186
| +6% | +$366K | 1.19% | 18 |
|
|
2015
Q4 | $6.47M | Sell |
97,958
-12,650
| -11% | -$835K | 1.29% | 14 |
|
|
2015
Q3 | $6.74M | Buy |
110,608
+14,336
| +15% | +$874K | 1.62% | 5 |
|
|
2015
Q2 | $6.52M | Sell |
96,272
-808
| -0.8% | -$54.7K | 1.54% | 6 |
|
|
2015
Q1 | $5.88M | Buy |
97,080
+7,331
| +8% | +$444K | 1.47% | 8 |
|
|
2014
Q4 | $5.62M | Sell |
89,749
-5,959
| -6% | -$373K | 1.61% | 6 |
|
|
2014
Q3 | $5.77M | Buy |
95,708
+3,672
| +4% | +$221K | 1.66% | 4 |
|
|
2014
Q2 | $5.3M | Sell |
92,036
-1,699
| -2% | -$97.9K | 1.51% | 5 |
|
|
2014
Q1 | $5.69M | Buy |
93,735
+1,833
| +2% | +$111K | 1.68% | 4 |
|
|
2013
Q4 | $5.37M | Buy |
91,902
+22,435
| +32% | +$1.31M | 1.65% | 6 |
|
|
2013
Q3 | $3.59M | Buy |
69,467
+9,099
| +15% | +$470K | 1.17% | 16 |
|
|
2013
Q2 | $3.19M | Buy |
+60,368
| New | +$3.19M | 1.13% | 21 |
|