Calamos Advisors LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Calamos Advisors LLC on JPM, newest first. How the timeline and the estimate are built.

Calamos Advisors LLC held 794,157 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

period ended2026-06-30
13F 794,157 shares
Change vs previous 13F -100,685 shares
0.84% of the 13F portfolio, value $259,951,280.
13F-HR 0001316507-26-000003 filed by Calamos Advisors LLC
Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Calamos Advisors LLC: 708,384 shares
- Calamos Wealth Management LLC: 85,773 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 894,842 shares
Change vs previous 13F +103,130 shares
0.91% of the 13F portfolio, value $263,226,835.
13F-HR 0001316507-26-000002 filed by Calamos Advisors LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Calamos Advisors LLC: 804,936 shares
- Calamos Wealth Management LLC: 89,906 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 791,712 shares
Change vs previous 13F -30,927 shares
0.94% of the 13F portfolio, value $255,105,392.
13F-HR 0001316507-26-000001 filed by Calamos Advisors LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Calamos Advisors LLC: 713,195 shares
- Calamos Wealth Management LLC: 78,517 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 822,639 shares
Change vs previous 13F +110 shares
0.94% of the 13F portfolio, value $259,485,057.
13F-HR 0001316507-25-000003 filed by Calamos Advisors LLC
Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Calamos Advisors LLC: 744,568 shares
- Calamos Wealth Management LLC: 78,071 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 822,529 shares
Change vs previous 13F +46,458 shares
0.93% of the 13F portfolio, value $238,459,520.
13F-HR 0001085146-25-004696 filed by Calamos Advisors LLC
Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Calamos Advisors LLC: 747,053 shares
- Calamos Wealth Management LLC: 75,476 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 776,071 shares
Change vs previous 13F -14,822 shares
0.82% of the 13F portfolio, value $190,370,217.
13F-HR 0001085146-25-002415 filed by Calamos Advisors LLC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Calamos Advisors LLC: 751,786 shares
- Calamos Wealth Management LLC: 24,285 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 790,893 shares
Change vs previous 13F +25,400 shares
0.8% of the 13F portfolio, value $189,585,071.
13F-HR 0001085146-25-000482 filed by Calamos Advisors LLC
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Calamos Advisors LLC: 766,894 shares
- Calamos Wealth Management LLC: 23,999 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 765,493 shares
Change vs previous 13F not available
0.69% of the 13F portfolio, value $161,411,940.
13F-HR 0001085146-24-005402 filed by Calamos Advisors LLC
Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Calamos Advisors LLC: 741,947 shares
- Calamos Wealth Management LLC: 23,546 shares
Acceptance time not in the bulk data set (spec §4.2).