A detailed history of Calamos Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Calamos Wealth Management LLC holds 24,938 shares of JPM stock, worth $5.48 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
24,938
Previous 25,224 1.13%
Holding current value
$5.48 Million
Previous $5.05 Million 0.18%
% of portfolio
0.28%
Previous 0.29%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$180.08 - $204.79 $51,502 - $58,569
-286 Reduced 1.13%
24,938 $5.04 Million
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $451,143 - $540,810
-2,700 Reduced 9.67%
25,224 $5.05 Million
Q4 2023

Jan 31, 2024

SELL
$135.69 - $170.3 $113,436 - $142,370
-836 Reduced 2.91%
27,924 $4.75 Million
Q3 2023

Oct 25, 2023

BUY
$143.21 - $158.0 $274,103 - $302,412
1,914 Added 7.13%
28,760 $4.17 Million
Q2 2023

Jul 28, 2023

BUY
$127.47 - $145.44 $80,688 - $92,063
633 Added 2.41%
26,846 $3.9 Million
Q1 2023

May 03, 2023

SELL
$124.91 - $143.8 $173,375 - $199,594
-1,388 Reduced 5.03%
26,213 $3.42 Million
Q4 2022

Jan 25, 2023

SELL
$101.96 - $137.84 $25,286 - $34,184
-248 Reduced 0.89%
27,601 $0
Q3 2022

Oct 24, 2022

SELL
$20.73 - $120.58 $2,321 - $13,504
-112 Reduced 0.4%
27,849 $2.91 Million
Q2 2022

Aug 01, 2022

SELL
$112.61 - $135.91 $283,664 - $342,357
-2,519 Reduced 8.26%
27,961 $3.15 Million
Q1 2022

May 03, 2022

SELL
$128.3 - $168.44 $7.64 Million - $10 Million
-59,531 Reduced 66.14%
30,480 $4.16 Million
Q4 2021

Feb 01, 2022

BUY
$153.94 - $171.78 $102,216 - $114,061
664 Added 0.74%
90,011 $14.3 Million
Q3 2021

Oct 26, 2021

BUY
$146.97 - $166.98 $48,353 - $54,936
329 Added 0.37%
89,347 $14.6 Million
Q2 2021

Jul 22, 2021

SELL
$147.37 - $166.44 $566,932 - $640,294
-3,847 Reduced 4.14%
89,018 $13.8 Million
Q1 2021

Apr 12, 2021

SELL
$125.65 - $157.65 $3.04 Million - $3.81 Million
-24,173 Reduced 20.65%
92,865 $14.1 Million
Q4 2020

Jan 27, 2021

SELL
$96.54 - $127.07 $1.52 Million - $2 Million
-15,746 Reduced 11.86%
117,038 $14.9 Million
Q3 2020

Oct 26, 2020

BUY
$91.28 - $103.82 $1.3 Million - $1.48 Million
14,254 Added 12.03%
132,784 $12.8 Million
Q2 2020

Jul 27, 2020

BUY
$84.03 - $113.45 $725,599 - $979,640
8,635 Added 7.86%
118,530 $11.1 Million
Q1 2020

Apr 28, 2020

BUY
$79.03 - $141.09 $55,004 - $98,198
696 Added 0.64%
109,895 $9.89 Million
Q4 2019

Jan 15, 2020

BUY
$111.82 - $139.4 $111,931 - $139,539
1,001 Added 0.93%
109,199 $15.2 Million
Q3 2019

Oct 21, 2019

SELL
$104.8 - $120.23 $103,332 - $118,546
-986 Reduced 0.9%
108,198 $12.7 Million
Q2 2019

Aug 07, 2019

BUY
$104.64 - $116.12 $27,206 - $30,191
260 Added 0.24%
109,184 $12.2 Million
Q1 2019

Apr 12, 2019

SELL
$97.11 - $107.19 $1.74 Million - $1.92 Million
-17,954 Reduced 14.15%
108,924 $11 Million
Q4 2018

Jan 24, 2019

SELL
$92.14 - $115.32 $427,437 - $534,969
-4,639 Reduced 3.53%
126,878 $12.4 Million
Q3 2018

Oct 22, 2018

SELL
$103.61 - $118.63 $702,164 - $803,955
-6,777 Reduced 4.9%
131,517 $14.8 Million
Q2 2018

Jul 17, 2018

BUY
$103.24 - $114.29 $305,796 - $338,526
2,962 Added 2.19%
138,294 $14.4 Million
Q1 2018

Apr 13, 2018

BUY
$107.01 - $118.77 $319,317 - $354,409
2,984 Added 2.25%
135,332 $14.9 Million
Q4 2017

Feb 13, 2018

BUY
$95.86 - $107.83 $2.64 Million - $2.96 Million
27,492 Added 26.22%
132,348 $14.2 Million
Q3 2017

Oct 25, 2017

BUY
$88.42 - $95.51 $279,495 - $301,907
3,161 Added 3.11%
104,856 $10 Million
Q2 2017

Aug 09, 2017

BUY
N/A
101,695
101,695 $9.3 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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