JP Morgan Chase’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.86M | Sell |
98,463
-11,150
| -10% | -$585K | ﹤0.01% | 3329 |
|
|
2025
Q4 | $5.8M | Sell |
109,613
-6,682
| -6% | -$389K | ﹤0.01% | 3173 |
|
|
2025
Q3 | $7.14M | Sell |
116,295
-80,989
| -41% | -$4.66M | ﹤0.01% | 3030 |
|
|
2025
Q2 | $10.5M | Sell |
197,284
-52,624
| -21% | -$2.25M | ﹤0.01% | 2513 |
|
|
2025
Q1 | $8.86M | Buy |
249,908
+3,709
| +2% | +$138K | ﹤0.01% | 2650 |
|
|
2024
Q4 | $8.58M | Buy |
246,199
+118,629
| +93% | +$4.18M | ﹤0.01% | 2839 |
|
|
2024
Q3 | $4.95M | Buy |
127,570
+40,306
| +46% | +$1.48M | ﹤0.01% | 3225 |
|
|
2024
Q2 | $3.09M | Buy |
87,264
+14,272
| +20% | +$459K | ﹤0.01% | 3414 |
|
|
2024
Q1 | $2.42M | Sell |
72,992
-247,892
| -77% | -$9.24M | ﹤0.01% | 3700 |
|
|
2023
Q4 | $14M | Sell |
320,884
-11,408
| -3% | -$456K | ﹤0.01% | 2147 |
|
|
2023
Q3 | $15.2M | Sell |
332,292
-82,816
| -20% | -$3.75M | ﹤0.01% | 1899 |
|
|
2023
Q2 | $20.7M | Buy |
415,108
+34,649
| +9% | +$1.67M | ﹤0.01% | 1676 |
|
|
2023
Q1 | $20.4M | Sell |
380,459
-390,070
| -51% | -$21.3M | ﹤0.01% | 1646 |
|
|
2022
Q4 | $52.7M | Buy |
770,529
+302,439
| +65% | +$20.3M | 0.01% | 1085 |
|
|
2022
Q3 | $28.6M | Buy |
468,090
+350,679
| +299% | +$18.7M | ﹤0.01% | 1343 |
|
|
2022
Q2 | $4.01M | Sell |
117,411
-38,755
| -25% | -$1.44M | ﹤0.01% | 2980 |
|
|
2022
Q1 | $6.7M | Buy |
156,166
+105,006
| +205% | +$5.31M | ﹤0.01% | 2748 |
|
|
2021
Q4 | $4.09M | Buy |
51,160
+6,955
| +16% | +$454K | ﹤0.01% | 3239 |
|
|
2021
Q3 | $2.19M | Sell |
44,205
-66,276
| -60% | -$3.06M | ﹤0.01% | 3724 |
|
|
2021
Q2 | $5.25M | Buy |
110,481
+10,190
| +10% | +$448K | ﹤0.01% | 3006 |
|
|
2021
Q1 | $3.48M | Buy |
100,291
+56,864
| +131% | +$2.11M | ﹤0.01% | 3280 |
|
|
2020
Q4 | $1.29M | Sell |
43,427
-192,934
| -82% | -$4.76M | ﹤0.01% | 3790 |
|
|
2020
Q3 | $4.32M | Buy |
236,361
+100,845
| +74% | +$1.9M | ﹤0.01% | 2692 |
|
|
2020
Q2 | $2.02M | Buy |
135,516
+48,891
| +56% | +$561K | ﹤0.01% | 3101 |
|
|
2020
Q1 | $614K | Buy |
86,625
+9,685
| +13% | +$81.5K | ﹤0.01% | 3720 |
|
|
2019
Q4 | $616K | Buy |
76,940
+54,106
| +237% | +$403K | ﹤0.01% | 4131 |
|
|
2019
Q3 | $146K | Sell |
22,834
-77,445
| -77% | -$488K | ﹤0.01% | 4761 |
|
|
2019
Q2 | $659K | Buy |
100,279
+87,540
| +687% | +$591K | ﹤0.01% | 4093 |
|
|
2019
Q1 | $98K | Sell |
12,739
-1,207
| -9% | -$10.6K | ﹤0.01% | 4893 |
|
|
2018
Q4 | $136K | Sell |
13,946
-8,246
| -37% | -$71.7K | ﹤0.01% | 4731 |
|
|
2018
Q3 | $180K | Sell |
22,192
-37,586
| -63% | -$287K | ﹤0.01% | 4729 |
|
|
2018
Q2 | $466K | Sell |
59,778
-2,156
| -3% | -$15.2K | ﹤0.01% | 4207 |
|
|
2018
Q1 | $424K | Sell |
61,934
-17,846
| -22% | -$115K | ﹤0.01% | 4078 |
|
|
2017
Q4 | $475K | Buy |
+79,780
| New | +$483K | ﹤0.01% | 4092 |
|
|
2017
Q2 | – | Sell |
-10,548
| Closed | -$76K | – | 4970 |
|
|
2017
Q1 | $76K | Sell |
10,548
-34,181
| -76% | -$242K | ﹤0.01% | 4415 |
|
|
2016
Q4 | $344K | Buy |
+44,729
| New | +$326K | ﹤0.01% | 3934 |
|
|
2016
Q3 | – | Sell |
-907
| Closed | -$6K | – | 4552 |
|
|
2016
Q2 | $6K | Buy |
907
+475
| +110% | +$3.25K | ﹤0.01% | 4421 |
|
|
2016
Q1 | $3K | Buy |
432
+298
| +222% | +$2.11K | ﹤0.01% | 4449 |
|
|
2015
Q4 | $1K | Buy |
+134
| New | +$1.05K | ﹤0.01% | 4581 |
|
|
2015
Q1 | – | Sell |
-134,391
| Closed | -$1.35M | – | 4072 |
|
|
2014
Q4 | $1.35M | Buy |
134,391
+3,920
| +3% | +$39K | ﹤0.01% | 3192 |
|
|
2014
Q3 | $1.25M | Buy |
130,471
+1,498
| +1% | +$13.9K | ﹤0.01% | 3195 |
|
|
2014
Q2 | $1.05M | Sell |
128,973
-3,902
| -3% | -$31.9K | ﹤0.01% | 2831 |
|
|
2014
Q1 | $1.12M | Buy |
132,875
+18,976
| +17% | +$159K | ﹤0.01% | 2801 |
|
|
2013
Q4 | $1.1M | Sell |
113,899
-18,739
| -14% | -$200K | ﹤0.01% | 3106 |
|
|
2013
Q3 | $1.69M | Buy |
132,638
+23,862
| +22% | +$292K | ﹤0.01% | 2918 |
|
|
2013
Q2 | $1.1M | Buy |
+108,776
| New | +$1.01M | ﹤0.01% | 3201 |
|
Other funds holding CALX
VPM
VCM
CAM
