JP Morgan Chase
CHI

JP Morgan Chase’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

JP Morgan Chase’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-23,039
Closed -$258K – 7491
2023
Q2 		$258K Buy
+23,039
New +$244K ﹤0.01% 4926
2023
Q1 		– Sell
-20
Closed – – 6741
2022
Q4 		$0 Buy
+20
New +$216 ﹤0.01% 6584
2021
Q1 		– Sell
-4,000
Closed -$54K – 6085
2020
Q4 		$54K Buy
+4,000
New +$49.2K ﹤0.01% 5136

Other funds holding CHI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2023, closing a stake of 23,039 shares — an estimated $258K sold.

JP Morgan Chase first reported a position in CHI in Q4 2020 and held it in 3 quarters. The position peaked at $258K in Q2 2023. 108 funds tracked by Wall St. Rank hold CHI as of Q3 2023.

  • JP Morgan Chase reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Chase sold 23,039 Calamos Convertible Opportunities and Income Fund shares in Q3 2023, an estimated $258K.
  • JP Morgan Chase first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2020 and held it in 3 quarters.
  • JP Morgan Chase's Calamos Convertible Opportunities and Income Fund position peaked at $258K in Q2 2023.
  • 108 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2023.

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