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
$1.17B Sell
3,963,000
-1,395,000
-26% -$423M 0.19% 76
2025
Q4
$1.73B Buy
5,358,000
+1,259,700
+31% +$390M 0.26% 57
2025
Q3
$1.29B Sell
4,098,300
-314,200
-7% -$93.4M 0.2% 69
2025
Q2
$1.28B Buy
4,412,500
+1,013,600
+30% +$259M 0.22% 53
2025
Q1
$834M Buy
3,398,900
+188,700
+6% +$48.1M 0.16% 65
2024
Q4
$770M Sell
3,210,200
-2,203,700
-41% -$513M 0.13% 85
2024
Q3
$1.14B Sell
5,413,900
-459,900
-8% -$96.9M 0.22% 53
2024
Q2
$1.19B Sell
5,873,800
-1,086,900
-16% -$212M 0.24% 45
2024
Q1
$1.39B Sell
6,960,700
-41,000
-0.6% -$7.4M 0.27% 37
2023
Q4
$1.19B Buy
7,001,700
+1,789,800
+34% +$271M 0.24% 39
2023
Q3
$756M Buy
5,211,900
+136,600
+3% +$20.5M 0.16% 57
2023
Q2
$738M Sell
5,075,300
-725,200
-13% -$99.7M 0.15% 58
2023
Q1
$756M Buy
5,800,500
+618,600
+12% +$84.8M 0.17% 54
2022
Q4
$695M Sell
5,181,900
-25,200
-0.5% -$3.19M 0.16% 68
2022
Q3
$544M Sell
5,207,100
-775,700
-13% -$89M 0.12% 83
2022
Q2
$674M Buy
5,982,800
+1,060,600
+22% +$131M 0.17% 55
2022
Q1
$671M Buy
4,922,200
+1,666,100
+51% +$246M 0.14% 70
2021
Q4
$516M Sell
3,256,100
-720,200
-18% -$118M 0.11% 103
2021
Q3
$651M Buy
3,976,300
+674,500
+20% +$106M 0.14% 81
2021
Q2
$514M Buy
3,301,800
+701,600
+27% +$110M 0.12% 89
2021
Q1
$396M Sell
2,600,200
-1,127,500
-30% -$162M 0.1% 121
2020
Q4
$474M Sell
3,727,700
-2,666,500
-42% -$298M 0.12% 92
2020
Q3
$616M Buy
6,394,200
+861,900
+16% +$84.6M 0.17% 54
2020
Q2
$520M Buy
5,532,300
+599,000
+12% +$56.8M 0.19% 41
2020
Q1
$444M Buy
4,933,300
+553,400
+13% +$67.2M 0.2% 47
2019
Q4
$611M Buy
4,379,900
+811,200
+23% +$104M 0.26% 39
2019
Q3
$420M Buy
3,568,700
+224,400
+7% +$25.4M 0.2% 51
2019
Q2
$374M Buy
3,344,300
+820,300
+33% +$90.4M 0.17% 63
2019
Q1
$256M Sell
2,524,000
-25,900
-1% -$2.67M 0.13% 101
2018
Q4
$249M Sell
2,549,900
-114,000
-4% -$12.1M 0.14% 87
2018
Q3
$301M Sell
2,663,900
-1,249,500
-32% -$142M 0.13% 95
2018
Q2
$408M Buy
3,913,400
+368,200
+10% +$40.4M 0.2% 54
2018
Q1
$390M Sell
3,545,200
-653,500
-16% -$74M 0.21% 48
2017
Q4
$449M Buy
4,198,700
+1,599,000
+62% +$162M 0.27% 37
2017
Q3
$248M Sell
2,599,700
-947,000
-27% -$87.3M 0.19% 62
2017
Q2
$324M Buy
3,546,700
+1,036,000
+41% +$89.4M 0.27% 42
2017
Q1
$221M Sell
2,510,700
-732,200
-23% -$64.6M 0.2% 62
2016
Q4
$280M Buy
3,242,900
+1,536,500
+90% +$117M 0.28% 37
2016
Q3
$114M Sell
1,706,400
-183,400
-10% -$12M 0.11% 136
2016
Q2
$115M Buy
1,889,800
+610,300
+48% +$38.1M 0.13% 118
2016
Q1
$72.3M Buy
1,279,500
+605,500
+90% +$35.4M 0.09% 193
2015
Q4
$42.3M Buy
674,000
+46,200
+7% +$3.01M 0.05% 464
2015
Q3
$36.1M Sell
627,800
-102,100
-14% -$6.69M 0.03% 574
2015
Q2
$48.5M Sell
729,900
-305,200
-29% -$19.9M 0.04% 514
2015
Q1
$62.1M Sell
1,035,100
-176,700
-15% -$10.5M 0.06% 387
2014
Q4
$75.1M Buy
1,211,800
+427,200
+54% +$25.7M 0.07% 294
2014
Q3
$46.7M Buy
784,600
+7,700
+1% +$450K 0.05% 448
2014
Q2
$44.7M Buy
776,900
+98,900
+15% +$5.56M 0.05% 429
2014
Q1
$40.9M Sell
678,000
-520,100
-43% -$30.1M 0.05% 475
2013
Q4
$70.1M Buy
1,198,100
+74,600
+7% +$4.09M 0.09% 237
2013
Q3
$58.1M Buy
1,123,500
+159,900
+17% +$8.58M 0.09% 254
2013
Q2
$50.8M Buy
+963,600
New +$49M 0.09% 260

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.