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
$1.68B Buy
5,695,700
+266,700
+5% +$80.9M 0.27% 51
2025
Q4
$1.75B Buy
5,429,000
+668,100
+14% +$207M 0.26% 56
2025
Q3
$1.5B Buy
4,760,900
+60,900
+1% +$18.1M 0.23% 59
2025
Q2
$1.36B Sell
4,700,000
-220,700
-4% -$56.3M 0.24% 49
2025
Q1
$1.21B Buy
4,920,700
+202,000
+4% +$51.5M 0.23% 45
2024
Q4
$1.13B Buy
4,718,700
+1,323,600
+39% +$308M 0.2% 52
2024
Q3
$716M Sell
3,395,100
-1,183,200
-26% -$249M 0.14% 87
2024
Q2
$926M Sell
4,578,300
-731,200
-14% -$143M 0.19% 69
2024
Q1
$1.06B Sell
5,309,500
-371,400
-7% -$67M 0.21% 56
2023
Q4
$966M Sell
5,680,900
-13,900
-0.2% -$2.11M 0.19% 49
2023
Q3
$826M Sell
5,694,800
-540,400
-9% -$81M 0.18% 51
2023
Q2
$907M Sell
6,235,200
-7,100
-0.1% -$977K 0.19% 45
2023
Q1
$813M Sell
6,242,300
-936,200
-13% -$128M 0.18% 50
2022
Q4
$963M Sell
7,178,500
-196,900
-3% -$24.9M 0.22% 44
2022
Q3
$771M Buy
7,375,400
+1,612,000
+28% +$185M 0.18% 54
2022
Q2
$649M Buy
5,763,400
+1,002,100
+21% +$124M 0.17% 58
2022
Q1
$649M Buy
4,761,300
+1,487,100
+45% +$220M 0.13% 71
2021
Q4
$518M Sell
3,274,200
-1,386,100
-30% -$228M 0.11% 102
2021
Q3
$763M Sell
4,660,300
-932,000
-17% -$146M 0.16% 68
2021
Q2
$870M Buy
5,592,300
+2,411,200
+76% +$379M 0.19% 48
2021
Q1
$484M Sell
3,181,100
-1,691,100
-35% -$243M 0.12% 89
2020
Q4
$619M Buy
4,872,200
+2,415,400
+98% +$270M 0.16% 63
2020
Q3
$237M Sell
2,456,800
-937,600
-28% -$92.1M 0.07% 158
2020
Q2
$319M Sell
3,394,400
-1,617,200
-32% -$153M 0.11% 89
2020
Q1
$451M Buy
5,011,600
+1,304,900
+35% +$159M 0.2% 46
2019
Q4
$517M Buy
3,706,700
+764,300
+26% +$98M 0.22% 45
2019
Q3
$346M Buy
2,942,400
+238,500
+9% +$27M 0.16% 67
2019
Q2
$302M Buy
2,703,900
+1,162,400
+75% +$128M 0.14% 87
2019
Q1
$156M Sell
1,541,500
-154,800
-9% -$15.9M 0.08% 209
2018
Q4
$166M Buy
1,696,300
+35,900
+2% +$3.82M 0.09% 167
2018
Q3
$187M Buy
1,660,400
+81,000
+5% +$9.19M 0.08% 190
2018
Q2
$165M Sell
1,579,400
-455,000
-22% -$49.9M 0.08% 210
2018
Q1
$224M Sell
2,034,400
-511,100
-20% -$57.9M 0.12% 105
2017
Q4
$272M Buy
2,545,500
+494,500
+24% +$50.1M 0.17% 89
2017
Q3
$196M Sell
2,051,000
-335,000
-14% -$30.9M 0.15% 97
2017
Q2
$218M Buy
2,386,000
+69,500
+3% +$6M 0.18% 71
2017
Q1
$203M Sell
2,316,500
-287,300
-11% -$25.3M 0.19% 68
2016
Q4
$225M Sell
2,603,800
-41,100
-2% -$3.13M 0.23% 52
2016
Q3
$176M Buy
2,644,900
+1,083,900
+69% +$70.7M 0.18% 79
2016
Q2
$92.4M Buy
1,561,000
+399,100
+34% +$24.9M 0.1% 162
2016
Q1
$62M Buy
1,161,900
+414,600
+55% +$24.2M 0.08% 233
2015
Q4
$46.3M Sell
747,300
-75,800
-9% -$4.94M 0.05% 423
2015
Q3
$48.3M Sell
823,100
-448,300
-35% -$29.4M 0.05% 456
2015
Q2
$85.4M Buy
1,271,400
+338,700
+36% +$22.1M 0.07% 287
2015
Q1
$55.6M Buy
932,700
+184,100
+25% +$10.9M 0.05% 434
2014
Q4
$45.8M Sell
748,600
-229,200
-23% -$13.8M 0.05% 512
2014
Q3
$58.6M Buy
977,800
+179,100
+22% +$10.5M 0.06% 348
2014
Q2
$45.9M Buy
798,700
+92,900
+13% +$5.22M 0.05% 414
2014
Q1
$42.6M Buy
705,800
+295,200
+72% +$17.1M 0.05% 458
2013
Q4
$24M Sell
410,600
-581,700
-59% -$31.9M 0.03% 703
2013
Q3
$51.3M Sell
992,300
-104,000
-9% -$5.58M 0.08% 308
2013
Q2
$57.8M Buy
+1,096,300
New +$55.7M 0.1% 225

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.