JP Morgan Chase’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

JP Morgan Chase’s Portfolio CPZ Stock Details CPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$864	Buy	+66	New	+$880	﹤0.01%	7351
2025 Q2	–	Sell	-5,000	Closed	-$77.8K	–	7165
2025 Q1	$77.8K	Buy	+5,000	New	+$77.2K	﹤0.01%	5687
2024 Q2	–	Sell	-3,305	Closed	-$51K	–	7403
2024 Q1	$51K	Buy	+3,305	New	+$49.6K	﹤0.01%	5934
2023 Q2	–	Sell	-1,403	Closed	-$22K	–	6975
2023 Q1	$22K	Sell	1,403 -2,824	-67%	-$45.3K	﹤0.01%	5951
2022 Q4	$64K	Buy	4,227 +3,843	+1,001%	+$59.8K	﹤0.01%	5522
2022 Q3	$6K	Buy	+384	New	+$6.55K	﹤0.01%	6053

Other funds holding CPZ

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

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

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2026: 66 shares worth $864. The stake represents ﹤0.01% of the portfolio and ranks #7351 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in CPZ as recently as Q1 2025.

JP Morgan Chase first reported a position in CPZ in Q3 2022 and has held it in 6 quarters since. The position peaked at $77.8K in Q1 2025. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

JP Morgan Chase held 66 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $864 as of Q2 2026.
Calamos Long/Short Equity & Dynamic Income Trust was a new JP Morgan Chase position in Q2 2026.
Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7351 holding.
JP Morgan Chase first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2022 and has held it in 6 quarters since.
JP Morgan Chase's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $77.8K in Q1 2025.
61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

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