JP Morgan Chase
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JP Morgan Chase’s Calamos Global Total Return Fund CGO Stock Holding History

JP Morgan Chase’s Portfolio CGO Stock Details CGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-387
Closed -$3.73K – 7489
2023
Q2 		$3.73K Buy
+387
New +$3.6K ﹤0.01% 6228

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

JP Morgan Chase's CGO Position: Q3 2023 in Review

JP Morgan Chase sold out of Calamos Global Total Return Fund (CGO) in Q3 2023, closing a stake of 387 shares — an estimated $3.73K sold.

JP Morgan Chase first reported a position in CGO in Q2 2023 and held it in 1 quarter. The position peaked at $3.73K in Q2 2023. 31 funds tracked by Wall St. Rank hold CGO as of Q3 2023.

  • JP Morgan Chase reported no remaining Calamos Global Total Return Fund position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Chase sold 387 Calamos Global Total Return Fund shares in Q3 2023, an estimated $3.73K.
  • JP Morgan Chase first reported a position in Calamos Global Total Return Fund in Q2 2023 and held it in 1 quarter.
  • JP Morgan Chase's Calamos Global Total Return Fund position peaked at $3.73K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q3 2023.

Based on JP Morgan Chase's 13F filing for Q3 2023, filed 14 Nov 2023.