JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Calamos Wealth Management LLC's Holding History (CIK: 0001455258)

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

Q4 2025
Shares 78,517 Value ($000) $25,300 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 78,071 Value ($000) $24,626 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 75,476 Value ($000) $21,881 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 24,285 Value ($000) $5,957 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 23,999 Value ($000) $5,753 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 23,546 Value ($000) $4,965 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 24,938 Value ($000) $5,044 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 25,224 Value ($000) $5,052 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 27,924 Value ($000) $4,750 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 28,760 Value ($000) $4,171 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 26,846 Value ($000) $3,904 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 26,213 Value ($000) $3,416 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 27,601 Value ($000) $3,701 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 27,849 Value ($000) $2,910 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 27,961 Value ($000) $3,149 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 30,480 Value ($000) $4,155 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 90,011 Value ($000) $14,253 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 89,347 Value ($000) $14,625 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 89,018 Value ($000) $13,846 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 92,865 Value ($000) $14,137 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 117,038 Value ($000) $14,872 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 132,784 Value ($000) $12,783 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 118,530 Value ($000) $11,149 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 109,895 Value ($000) $9,894 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 109,199 Value ($000) $15,222 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 108,198 Value ($000) $12,734 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 109,184 Value ($000) $12,207 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 108,924 Value ($000) $11,026 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 126,878 Value ($000) $12,386 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 131,517 Value ($000) $14,840 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 138,294 Value ($000) $14,410 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 135,332 Value ($000) $14,883 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 132,348 Value ($000) $14,153 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 104,856 Value ($000) $10,015 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 101,695 Value ($000) $9,295 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 112,984 Value ($000) $9,925 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 110,543 Value ($000) $9,539 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 111,249 Value ($000) $7,408 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 109,031 Value ($000) $6,775 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 104,144 Value ($000) $6,167 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 97,958 Value ($000) $6,468 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 110,608 Value ($000) $6,744 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 96,272 Value ($000) $6,523 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 97,080 Value ($000) $5,881 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 89,749 Value ($000) $5,616 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 95,708 Value ($000) $5,765 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 92,036 Value ($000) $5,303 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 93,735 Value ($000) $5,691 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 91,902 Value ($000) $5,374 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 69,467 Value ($000) $3,591 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 60,368 Value ($000) $3,187 Avg Close $36.24 Range $32.83 - $39.86