CALAMOS WEALTH MANAGEMENT LLC – JPMorgan Chase & Co. Transaction History
CALAMOS WEALTH MANAGEMENT LLC portfolio value:
$2.91M
portfolio value
CALAMOS WEALTH MANAGEMENT LLC quarter portfolio value change:
-7.20%
quarter
JPMorgan Chase & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.40% | -112 shares | -239K | $104.5 | 27.84K |
| Q2 2022 | share | Decrease | -8.26% | -2.51K shares | -1.00M | $112.61 | 27.96K |
| Q1 2022 | share | Decrease | -66.14% | -59.53K shares | -10.09M | $136.32 | 30.48K |
| Q4 2021 | share | Increase | +0.74% | 664 shares | -372K | $158.48 | 90.01K |
| Q3 2021 | share | Increase | +0.37% | 329 shares | 779K | $162.73 | 89.34K |
| Q2 2021 | share | Decrease | -4.14% | -3.84K shares | -291K | $153.74 | 89.01K |
| Q1 2021 | share | Decrease | -20.65% | -24.17K shares | -735K | $149.59 | 92.86K |
| Q4 2020 | share | Decrease | -11.86% | -15.74K shares | 2.08M | $123.98 | 117.03K |
| Q3 2020 | share | Increase | +12.03% | 14.25K shares | 1.63M | $93.08 | 132.78K |
| Q2 2020 | share | Increase | +7.86% | 8.63K shares | 1.25M | $90.07 | 118.53K |
| Q1 2020 | share | Increase | +0.64% | 696 shares | -5.32M | $85.3 | 109.89K |
| Q4 2019 | share | Increase | +0.93% | 1.00K shares | 2.48M | $131.22 | 109.19K |
| Q3 2019 | share | Decrease | -0.90% | -986 shares | 527K | $109.9 | 108.19K |
| Q2 2019 | share | Increase | +0.24% | 260 shares | 1.18M | $103.67 | 109.18K |
| Q1 2019 | share | Decrease | -14.15% | -17.95K shares | -1.36M | $93.16 | 108.92K |
| Q4 2018 | share | Decrease | -3.53% | -4.63K shares | -2.45M | $89.1 | 126.87K |
| Q3 2018 | share | Decrease | -4.90% | -6.77K shares | 430K | $102.28 | 131.51K |
| Q2 2018 | share | Increase | +2.19% | 2.96K shares | -473K | $93.95 | 138.29K |
| Q1 2018 | share | Increase | +2.25% | 2.98K shares | 730K | $98.65 | 135.33K |
| Q4 2017 | share | Increase | +26.22% | 27.49K shares | 4.13M | $95.45 | 132.34K |
| Q3 2017 | share | Increase | +3.11% | 3.16K shares | 720K | $84.75 | 104.85K |
| Q2 2017 | share | Decrease | -9.99% | -11.28K shares | -630K | $80.67 | 101.69K |
| Q1 2017 | share | Increase | +2.21% | 2.44K shares | 386K | $77.09 | 112.98K |
| Q4 2016 | share | Decrease | -0.63% | -706 shares | 2.13M | $75.31 | 110.54K |
| Q3 2016 | share | Increase | +2.03% | 2.21K shares | 633K | $57.7 | 111.24K |
| Q2 2016 | share | Increase | +4.69% | 4.88K shares | 608K | $53.43 | 109.03K |
| Q1 2016 | share | Increase | +6.31% | 6.18K shares | -301K | $50.54 | 104.14K |