JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Calamos Advisors LLC's Holding History (CIK: 0001316507)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 713,195 Value ($000) $229,806 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 744,568 Value ($000) $234,859 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 747,053 Value ($000) $216,578 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 751,786 Value ($000) $184,413 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 766,894 Value ($000) $183,832 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 741,947 Value ($000) $156,447 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 751,836 Value ($000) $152,066 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 768,064 Value ($000) $153,843 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 775,446 Value ($000) $131,903 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 780,908 Value ($000) $113,247 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 824,767 Value ($000) $119,954 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 824,209 Value ($000) $107,403 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 904,553 Value ($000) $121,301 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 1,071,538 Value ($000) $111,976 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 1,074,860 Value ($000) $121,040 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 1,091,912 Value ($000) $148,849 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 1,047,784 Value ($000) $165,917 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 1,227,506 Value ($000) $200,931 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 1,164,495 Value ($000) $181,126 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 1,009,324 Value ($000) $153,649 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 997,912 Value ($000) $126,805 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 1,132,014 Value ($000) $108,979 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 1,180,616 Value ($000) $111,049 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 1,038,056 Value ($000) $93,456 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 1,611,876 Value ($000) $224,696 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 1,593,409 Value ($000) $187,528 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 1,532,823 Value ($000) $171,370 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 1,409,238 Value ($000) $142,657 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 1,880,517 Value ($000) $183,576 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 2,059,610 Value ($000) $232,406 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 2,047,743 Value ($000) $213,375 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 1,822,658 Value ($000) $200,438 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 1,913,093 Value ($000) $204,586 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 1,842,089 Value ($000) $175,938 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 1,802,430 Value ($000) $164,742 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 2,052,290 Value ($000) $180,273 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 2,120,898 Value ($000) $183,012 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 2,279,355 Value ($000) $151,782 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 2,598,213 Value ($000) $161,453 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 2,599,011 Value ($000) $153,913 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 2,551,933 Value ($000) $168,504 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 3,560,036 Value ($000) $217,055 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 3,349,869 Value ($000) $226,987 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 3,461,930 Value ($000) $209,723 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 3,306,655 Value ($000) $206,930 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 3,838,537 Value ($000) $231,233 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 3,891,279 Value ($000) $224,215 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 4,223,705 Value ($000) $256,422 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 4,280,769 Value ($000) $250,340 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 4,305,374 Value ($000) $222,544 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 3,573,060 Value ($000) $188,622 Avg Close $36.24 Range $32.83 - $39.86