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Calamos Wealth Management’s JPMorgan Chase JPM Stock Holding History

Calamos Wealth Management’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
2024
Q3 		– Sell
-2,000
Closed -$401K – 326
2024
Q2 		$401K Buy
+2,000
New +$391K 0.02% 228

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Calamos Wealth Management's JPM Position: Q2 2026 in Review

Calamos Wealth Management reduced its JPMorgan Chase (JPM) stake by 4.6% in Q2 2026, selling an estimated $1.28M and leaving 85,773 shares worth $28.1M. The position accounts for 0.85% of the portfolio, ranked #24.

Calamos Wealth Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,777 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Calamos Wealth Management held 85,773 shares of JPMorgan Chase worth $28.1M as of Q2 2026.
  • Calamos Wealth Management sold 4,133 JPMorgan Chase shares in Q2 2026, an estimated $1.28M.
  • JPMorgan Chase made up 0.85% of Calamos Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Calamos Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 2,777 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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