Calamos Wealth Management LLC

SEC CIK: 0001455258
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Calamos Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 85,773
Value: $28.1M
% of portfolio: 0.9%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Calamos Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	85,773	$28.1M	0.9%	−4,133−4.6%	Reduced	Holders
Q1 2026	89,906	$26.4M	0.9%	+11,389+14.5%	Added	Holders
Q4 2025	78,517	$25.3M	0.9%	+446+0.6%	Added	Holders
Q3 2025	78,071	$24.6M	0.9%	+2,595+3.4%	Added	Holders
Q2 2025	75,476	$21.9M	0.9%	+51,191+210.8%	Added	Holders
Q1 2025	24,285	$5.96M	0.3%	+286+1.2%	Added	Holders
Q4 2024	23,999	$5.75M	0.3%	+453+1.9%	Added	Holders
Q3 2024	23,546	$4.96M	0.3%	−1,392−5.6%	Reduced	Holders
Q2 2024	24,938	$5.04M	0.3%	−286−1.1%	Reduced	Holders
Q1 2024	25,224	$5.05M	0.3%	−2,700−9.7%	Reduced	Holders
Q4 2023	27,924	$4.75M	0.3%	−836−2.9%	Reduced	Holders
Q3 2023	28,760	$4.17M	0.3%	+1,914+7.1%	Added	Holders
Q2 2023	26,846	$3.90M	0.3%	+633+2.4%	Added	Holders
Q1 2023	26,213	$3.42M	0.3%	−1,388−5.0%	Reduced	Holders
Q4 2022	27,601	$3.70M	0.3%	−248−0.9%	Reduced	Holders
Q3 2022	27,849	$2.91M	0.3%	−112−0.4%	Reduced	Holders
Q2 2022	27,961	$3.15M	0.3%	−2,519−8.3%	Reduced	Holders
Q1 2022	30,480	$4.16M	0.3%	−59,531−66.1%	Reduced	Holders
Q4 2021	90,011	$14.3M	1.0%	+664+0.7%	Added	Holders
Q3 2021	89,347	$14.6M	1.2%	+329+0.4%	Added	Holders
Q2 2021	89,018	$13.8M	1.1%	−3,847−4.1%	Reduced	Holders
Q1 2021	92,865	$14.1M	1.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.