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 Q2	–	Sell	-405	Closed	-$8.24K	–	7759
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 $18.1B AUM 24.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

JP Morgan Chase sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2026, closing a stake of 405 shares — an estimated $8.24K sold.

JP Morgan Chase first reported a position in CCD in Q4 2023 and held it in 6 quarters. The position peaked at $26K in Q4 2023. 77 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

JP Morgan Chase reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2026 after selling out during the quarter.
JP Morgan Chase sold 405 Calamos Dynamic Convertible & Income Fund shares in Q2 2026, an estimated $8.24K.
JP Morgan Chase first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2023 and held it in 6 quarters.
JP Morgan Chase's Calamos Dynamic Convertible & Income Fund position peaked at $26K in Q4 2023.
77 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

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