Position in JPM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$26,446,748
+$1,147,001 QoQ
Shares Held
89,906
+14.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2024CallValue
$404,520
CallShares
2,000
PutValue
$404,520
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Calamos Wealth Management LLC holds $50,304,663 across 7 Banks - Diversified names. JPM ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
89,906 | $26,446,748 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
179,896 | $14,321,520 | |
| 3 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
185,280 | $3,659,280 | |
| 4 | BAC |
Bank Of America Corp /De/
|
58,675 | $2,860,406 | |
| 5 | C |
Citigroup Inc
|
11,635 | $1,319,525 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
77,711 | $1,318,755 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
3,190 | $378,429 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,446,748 | 89,906 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $25,299,747 | 78,517 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $24,625,935 | 78,071 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $21,881,247 | 75,476 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,957,110 | 24,285 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,752,800 | 23,999 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,964,909 | 23,546 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $404,520 | 2,000 | Call | Sole | 2024-07-25 | |
| 2024-06-30 | $5,043,959 | 24,938 | Shares | Sole | 2024-07-25 | |
| 2024-06-30 | $404,520 | 2,000 | Put | Sole | 2024-07-25 | |
| 2024-03-31 | $5,052,367 | 25,224 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,749,872 | 27,924 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,170,775 | 28,760 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,904,482 | 26,846 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,415,816 | 26,213 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,701,294 | 27,601 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,910,220 | 27,849 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,148,688 | 27,961 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,155,033 | 30,480 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $14,253,241 | 90,011 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $14,625,210 | 89,347 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $13,845,859 | 89,018 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $14,136,838 | 92,865 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $14,872,018 | 117,038 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $12,783,115 | 132,784 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $11,148,931 | 118,530 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $9,893,846 | 109,895 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||