JP Morgan Chase
CALX icon

JP Morgan Chase’s Calix CALX Stock Holding History

JP Morgan Chase’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-18,700
Closed -$1M – 6953
2023
Q1 		$1M Buy
+18,700
New +$1.02M ﹤0.01% 4046

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

JP Morgan Chase increased its Calix (CALX) stake by 87% in Q2 2026, buying an estimated $3.59M and bringing the position to 184,038 shares worth $6.73M. The position accounts for ﹤0.01% of the portfolio, ranked #3170.

JP Morgan Chase first reported a position in CALX in Q2 2013 and has held it in 47 quarters since. The position peaked at $52.7M in Q4 2022. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • JP Morgan Chase held 184,038 shares of Calix worth $6.73M as of Q2 2026.
  • JP Morgan Chase bought 85,575 Calix shares in Q2 2026, an estimated $3.59M.
  • Calix made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3170 holding.
  • JP Morgan Chase first reported a position in Calix in Q2 2013 and has held it in 47 quarters since.
  • JP Morgan Chase's Calix position peaked at $52.7M in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

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