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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase's CALX Position: Q1 2026 in Review

JP Morgan Chase reduced its Calix (CALX) stake by 10% in Q1 2026, selling an estimated $585K and leaving 98,463 shares worth $4.86M. The position accounts for ﹤0.01% of the portfolio, ranked #3329.

JP Morgan Chase first reported a position in CALX in Q2 2013 and has held it in 46 quarters since. The position peaked at $52.7M in Q4 2022. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • JP Morgan Chase held 98,463 shares of Calix worth $4.86M as of Q1 2026.
  • JP Morgan Chase sold 11,150 Calix shares in Q1 2026, an estimated $585K.
  • Calix made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3329 holding.
  • JP Morgan Chase first reported a position in Calix in Q2 2013 and has held it in 46 quarters since.
  • JP Morgan Chase's Calix position peaked at $52.7M in Q4 2022.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.