Citadel Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$715M Buy
2,432,173
+1,131,436
+87% +$343M 0.12% 122
2025
Q4
$419M Buy
1,300,737
+182,372
+16% +$56.5M 0.06% 231
2025
Q3
$353M Sell
1,118,365
-2,285,040
-67% -$680M 0.05% 280
2025
Q2
$987M Buy
3,403,405
+1,148,586
+51% +$293M 0.17% 73
2025
Q1
$553M Buy
2,254,819
+70,717
+3% +$18M 0.1% 111
2024
Q4
$524M Buy
2,184,102
+1,709,705
+360% +$398M 0.09% 137
2024
Q3
$100M Sell
474,397
-530,783
-53% -$112M 0.02% 698
2024
Q2
$203M Sell
1,005,180
-2,305,719
-70% -$451M 0.04% 340
2024
Q1
$663M Sell
3,310,899
-1,236,926
-27% -$223M 0.13% 89
2023
Q4
$774M Sell
4,547,825
-588,612
-11% -$89.2M 0.15% 64
2023
Q3
$745M Buy
5,136,437
+572,596
+13% +$85.8M 0.16% 59
2023
Q2
$664M Sell
4,563,841
-784,866
-15% -$108M 0.14% 69
2023
Q1
$697M Buy
5,348,707
+2,067,477
+63% +$283M 0.15% 64
2022
Q4
$440M Sell
3,281,230
-2,202,641
-40% -$279M 0.1% 134
2022
Q3
$573M Buy
5,483,871
+5,075,428
+1,243% +$582M 0.13% 76
2022
Q2
$46M Sell
408,443
-24,090
-6% -$2.98M 0.01% 1084
2022
Q1
$59M Buy
432,533
+26,197
+6% +$3.87M 0.01% 996
2021
Q4
$64.3M Sell
406,336
-388,507
-49% -$63.8M 0.01% 971
2021
Q3
$130M Buy
794,843
+424,979
+115% +$66.6M 0.03% 532
2021
Q2
$57.5M Buy
369,864
+299,199
+423% +$47M 0.01% 1022
2021
Q1
$10.8M Sell
70,665
-77,931
-52% -$11.2M ﹤0.01% 2861
2020
Q4
$18.9M Sell
148,596
-3,268,822
-96% -$365M ﹤0.01% 1865
2020
Q3
$329M Sell
3,417,418
-469,317
-12% -$46.1M 0.09% 105
2020
Q2
$366M Buy
3,886,735
+3,687,970
+1,855% +$350M 0.13% 74
2020
Q1
$17.9M Sell
198,765
-580,032
-74% -$70.5M 0.01% 1319
2019
Q4
$109M Buy
778,797
+630,299
+424% +$80.8M 0.05% 355
2019
Q3
$17.5M Sell
148,498
-161,082
-52% -$18.2M 0.01% 1607
2019
Q2
$34.6M Sell
309,580
-1,362,987
-81% -$150M 0.02% 966
2019
Q1
$169M Buy
1,672,567
+754,073
+82% +$77.7M 0.08% 188
2018
Q4
$89.7M Sell
918,494
-380,924
-29% -$40.6M 0.05% 359
2018
Q3
$147M Sell
1,299,418
-769,849
-37% -$87.4M 0.07% 270
2018
Q2
$216M Sell
2,069,267
-321,665
-13% -$35.3M 0.11% 137
2018
Q1
$263M Buy
2,390,932
+145,044
+6% +$16.4M 0.14% 89
2017
Q4
$240M Buy
2,245,888
+1,993,049
+788% +$202M 0.15% 107
2017
Q3
$24.1M Sell
252,839
-884,695
-78% -$81.6M 0.02% 953
2017
Q2
$104M Sell
1,137,534
-607,210
-35% -$52.4M 0.09% 215
2017
Q1
$153M Buy
1,744,744
+1,512,526
+651% +$133M 0.14% 113
2016
Q4
$20M Buy
232,218
+110,782
+91% +$8.45M 0.02% 877
2016
Q3
$8.09M Sell
121,436
-181,960
-60% -$11.9M 0.01% 1551
2016
Q2
$18.9M Buy
303,396
+71,469
+31% +$4.46M 0.02% 823
2016
Q1
$13.7M Buy
231,927
+123,095
+113% +$7.19M 0.02% 986
2015
Q4
$7.19M Buy
108,832
+95,800
+735% +$6.24M 0.01% 1518
2015
Q3
$795K Buy
+13,032
New +$854K ﹤0.01% 4135
2015
Q2
Sell
-2,382,836
Closed -$156M 8902
2015
Q1
$144M Buy
2,382,836
+1,399,601
+142% +$82.9M 0.14% 137
2014
Q4
$61.5M Sell
983,235
-3,958,156
-80% -$238M 0.06% 364
2014
Q3
$298M Buy
4,941,391
+4,028,880
+442% +$236M 0.31% 30
2014
Q2
$52.6M Sell
912,511
-1,642,078
-64% -$92.3M 0.06% 353
2014
Q1
$155M Sell
2,554,589
-1,493,872
-37% -$86.3M 0.18% 81
2013
Q4
$237M Buy
4,048,461
+653,607
+19% +$35.8M 0.31% 37
2013
Q3
$175M Buy
3,394,854
+1,900,403
+127% +$102M 0.27% 47
2013
Q2
$78.9M Buy
+1,494,451
New +$76M 0.14% 157

Other funds holding JPM

Citadel Advisors's JPM Position: Q1 2026 in Review

Citadel Advisors increased its JPMorgan Chase (JPM) stake by 87% in Q1 2026, buying an estimated $343M and bringing the position to 2,432,173 shares worth $715M. The position accounts for 0.12% of the portfolio, ranked #122.

Citadel Advisors first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $987M in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Citadel Advisors held 2,432,173 shares of JPMorgan Chase worth $715M as of Q1 2026.
  • Citadel Advisors bought 1,131,436 JPMorgan Chase shares in Q1 2026, an estimated $343M.
  • JPMorgan Chase made up 0.12% of Citadel Advisors's portfolio in Q1 2026, its #122 holding.
  • Citadel Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
  • Citadel Advisors's JPMorgan Chase position peaked at $987M in Q2 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.