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
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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase's CPZ Position: Q2 2025 in Review

JP Morgan Chase sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2025, closing a stake of 5,000 shares — an estimated $77.8K sold.

JP Morgan Chase first reported a position in CPZ in Q3 2022 and held it in 5 quarters. The position peaked at $77.8K in Q1 2025. 54 funds tracked by Wall St. Rank hold CPZ as of Q2 2025.

JP Morgan Chase reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q2 2025 after selling out during the quarter.
JP Morgan Chase sold 5,000 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2025, an estimated $77.8K.
JP Morgan Chase first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2022 and held it in 5 quarters.
JP Morgan Chase's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $77.8K in Q1 2025.
54 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.