JP Morgan Chase
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JP Morgan Chase’s Calamos Autocallable Income ETF CAIE Stock Holding History

JP Morgan Chase’s Portfolio CAIE Stock Details CAIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.38M Buy
+87,985
New +$2.37M ﹤0.01% 4075
2026
Q1 		– Sell
-550
Closed -$14.7K – 8051
2025
Q4 		$14.7K Buy
+550
New +$14.9K ﹤0.01% 6583

Other funds holding CAIE

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
MFG
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

JP Morgan Chase's CAIE Position: Q2 2026 in Review

JP Morgan Chase opened a new position in Calamos Autocallable Income ETF (CAIE) in Q2 2026: 87,985 shares worth $2.38M. The stake represents ﹤0.01% of the portfolio and ranks #4075 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in CAIE as recently as Q4 2025.

JP Morgan Chase first reported a position in CAIE in Q4 2025 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • JP Morgan Chase held 87,985 shares of Calamos Autocallable Income ETF worth $2.38M as of Q2 2026.
  • Calamos Autocallable Income ETF was a new JP Morgan Chase position in Q2 2026.
  • Calamos Autocallable Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4075 holding.
  • JP Morgan Chase first reported a position in Calamos Autocallable Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.