JP Morgan Chase
CCD

JP Morgan Chase’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

JP Morgan Chase’s Portfolio CCD Stock Details CCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.24K Hold
405
– – ﹤0.01% 6786
2025
Q4 		$8.43K Sell
405
-5
-1% -$107 ﹤0.01% 6710
2025
Q3 		$8.63K Buy
+410
New +$8.47K ﹤0.01% 6682
2025
Q2 		– Sell
-200
Closed -$4.26K – 7125
2025
Q1 		$4.26K Hold
200
– – ﹤0.01% 6451
2024
Q4 		$4.86K Buy
+200
New +$4.91K ﹤0.01% 6522
2024
Q1 		– Sell
-1,315
Closed -$26K – 7453
2023
Q4 		$26K Buy
+1,315
New +$24.5K ﹤0.01% 6188

Other funds holding CCD

DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

JP Morgan Chase held its Calamos Dynamic Convertible & Income Fund (CCD) position steady in Q1 2026 at 405 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #6786.

JP Morgan Chase first reported a position in CCD in Q4 2023 and has held it in 6 quarters since. The position peaked at $26K in Q4 2023. 64 funds tracked by Wall St. Rank hold CCD as of Q1 2026.

  • JP Morgan Chase held 405 shares of Calamos Dynamic Convertible & Income Fund worth $8.24K as of Q1 2026.
  • JP Morgan Chase left its Calamos Dynamic Convertible & Income Fund share count unchanged in Q1 2026.
  • Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6786 holding.
  • JP Morgan Chase first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2023 and has held it in 6 quarters since.
  • JP Morgan Chase's Calamos Dynamic Convertible & Income Fund position peaked at $26K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2026.

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