JP Morgan Chase
CHY

JP Morgan Chase’s Calamos Convertible and High Income Fund CHY Stock Holding History

JP Morgan Chase’s Portfolio CHY Stock Details CHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.49K Buy
+111
New +$1.4K ﹤0.01% 7278
2024
Q2 		– Sell
-836
Closed -$9.87K – 7389
2024
Q1 		$9.87K Buy
+836
New +$9.85K ﹤0.01% 6346
2023
Q4 		– Sell
-14,474
Closed -$162K – 7561
2023
Q3 		$162K Sell
14,474
-29,775
-67% -$335K ﹤0.01% 5195
2023
Q2 		$497K Buy
44,249
+40,483
+1,075% +$433K ﹤0.01% 4499
2023
Q1 		$41.4K Buy
3,766
+3,700
+5,606% +$43.9K ﹤0.01% 5774
2022
Q4 		$1K Sell
66
-96
-59% -$1.07K ﹤0.01% 6380
2022
Q3 		$2K Hold
162
– – ﹤0.01% 6233
2022
Q2 		$2K Buy
+162
New +$2.01K ﹤0.01% 6274
2020
Q3 		– Sell
-300
Closed -$3K – 5500
2020
Q2 		$3K Buy
+300
New +$3.07K ﹤0.01% 5229
2017
Q1 		– Sell
-2,091
Closed -$22K – 5057
2016
Q4 		$22K Buy
+2,091
New +$22.1K ﹤0.01% 4687

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Calamos Convertible and High Income Fund (CHY) in Q2 2026: 111 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #7278 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in CHY as recently as Q1 2024.

JP Morgan Chase first reported a position in CHY in Q4 2016 and has held it in 10 quarters since. The position peaked at $497K in Q2 2023. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • JP Morgan Chase held 111 shares of Calamos Convertible and High Income Fund worth $1.49K as of Q2 2026.
  • Calamos Convertible and High Income Fund was a new JP Morgan Chase position in Q2 2026.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7278 holding.
  • JP Morgan Chase first reported a position in Calamos Convertible and High Income Fund in Q4 2016 and has held it in 10 quarters since.
  • JP Morgan Chase's Calamos Convertible and High Income Fund position peaked at $497K in Q2 2023.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

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