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Citadel Investment Advisory’s JPMorgan Chase JPM Stock Holding History

Citadel Investment Advisory’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.76M Hold
8,422
– – 1.25% 18
2026
Q1 		$2.48M Sell
8,422
-177
-2% -$53.7K 1.18% 18
2025
Q4 		$2.77M Hold
8,599
– – 1.2% 18
2025
Q3 		$2.71M Hold
8,599
– – 1.24% 18
2025
Q2 		$2.49M Sell
8,599
-287
-3% -$73.2K 1.21% 19
2025
Q1 		$2.18M Hold
8,886
– – 1.07% 22
2024
Q4 		$2.13M Sell
8,886
-50
-0.6% -$11.6K 1.1% 23
2024
Q3 		$1.88M Hold
8,936
– – 0.99% 24
2024
Q2 		$1.81M Hold
8,936
– – 1.03% 23
2024
Q1 		$1.79M Hold
8,936
– – 1.01% 24
2023
Q4 		$1.52M Hold
8,936
– – 0.93% 25
2023
Q3 		$1.3M Sell
8,936
-25
-0.3% -$3.75K 0.85% 26
2023
Q2 		$1.3M Sell
8,961
-150
-2% -$20.6K 0.84% 26
2023
Q1 		$1.19M Hold
9,111
– – 0.81% 27
2022
Q4 		$1.22M Sell
9,111
-100
-1% -$12.7K 0.84% 28
2022
Q3 		$963K Buy
9,211
+125
+1% +$14.3K 0.73% 32
2022
Q2 		$1.02M Sell
9,086
-125
-1% -$15.5K 0.69% 32
2022
Q1 		$1.26M Sell
9,211
-54
-0.6% -$7.97K 0.73% 36
2021
Q4 		$1.47M Sell
9,265
-225
-2% -$37K 0.86% 29
2021
Q3 		$1.55M Hold
9,490
– – 0.96% 26
2021
Q2 		$1.48M Hold
9,490
– – 0.91% 30
2021
Q1 		$1.45M Hold
9,490
– – 0.94% 30
2020
Q4 		$1.21M Buy
+9,490
New +$1.06M 0.86% 30

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Citadel Investment Advisory's JPM Position: Q2 2026 in Review

Citadel Investment Advisory held its JPMorgan Chase (JPM) position steady in Q2 2026 at 8,422 shares worth $2.76M. The position accounts for 1.25% of the portfolio, ranked #18.

Citadel Investment Advisory first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.77M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Citadel Investment Advisory held 8,422 shares of JPMorgan Chase worth $2.76M as of Q2 2026.
  • Citadel Investment Advisory left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 1.25% of Citadel Investment Advisory's portfolio in Q2 2026, its #18 holding.
  • Citadel Investment Advisory first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Citadel Investment Advisory's JPMorgan Chase position peaked at $2.77M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Citadel Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.