JP Morgan Chase
CHW

JP Morgan Chase’s Calamos Global Dynamic Income Fund CHW Stock Holding History

JP Morgan Chase’s Portfolio CHW Stock Details CHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.92K Hold
846
– – ﹤0.01% 6858
2025
Q4 		$6.27K Hold
846
– – ﹤0.01% 6774
2025
Q3 		$6.38K Hold
846
– – ﹤0.01% 6732
2025
Q2 		$6.03K Hold
846
– – ﹤0.01% 6396
2025
Q1 		$5.41K Hold
846
– – ﹤0.01% 6425
2024
Q4 		$5.71K Hold
846
– – ﹤0.01% 6490
2024
Q3 		$6.07K Hold
846
– – ﹤0.01% 6452
2024
Q2 		$5.8K Hold
846
– – ﹤0.01% 6357
2024
Q1 		$5.51K Sell
846
-2,311
-73% -$14.1K ﹤0.01% 6436
2023
Q4 		$18.2K Buy
3,157
+2,180
+223% +$12.1K ﹤0.01% 6268
2023
Q3 		$5.41K Hold
977
– – ﹤0.01% 6368
2023
Q2 		$5.88K Hold
977
– – ﹤0.01% 6142
2023
Q1 		$5.84K Sell
977
-3,367
-78% -$20.4K ﹤0.01% 6229
2022
Q4 		$24K Buy
4,344
+4,011
+1,205% +$23.4K ﹤0.01% 5825
2022
Q3 		$2K Buy
+333
New +$2.37K ﹤0.01% 6232

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return