Citigroup’s JPMorgan Chase JPM Stock Holding History

Citigroup’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 Q1	$56.4M	Sell	191,800 -7,500	-4%	-$2.28M	0.02%	594
2025 Q4	$64.2M	Sell	199,300 -188,000	-49%	-$58.2M	0.03%	540
2025 Q3	$122M	Buy	387,300 +125,000	+48%	+$37.2M	0.05%	330
2025 Q2	$76M	Sell	262,300 -42,200	-14%	-$10.8M	0.04%	436
2025 Q1	$74.7M	Sell	304,500 -90,000	-23%	-$22.9M	0.04%	410
2024 Q4	$94.6M	Sell	394,500 -285,400	-42%	-$66.5M	0.06%	297
2024 Q3	$143M	Buy	679,900 +143,800	+27%	+$30.3M	0.08%	213
2024 Q2	$108M	Sell	536,100 -313,200	-37%	-$61.2M	0.07%	250
2024 Q1	$170M	Sell	849,300 -1,107,500	-57%	-$200M	0.11%	166
2023 Q4	$333M	Buy	1,956,800 +903,300	+86%	+$137M	0.23%	72
2023 Q3	$153M	Sell	1,053,500 -12,100	-1%	-$1.81M	0.11%	148
2023 Q2	$155M	Sell	1,065,600 -1,800	-0.2%	-$248K	0.1%	153
2023 Q1	$139M	Buy	1,067,400 +629,400	+144%	+$86.2M	0.1%	163
2022 Q4	$58.7M	Buy	438,000 +51,500	+13%	+$6.53M	0.05%	359
2022 Q3	$40.4M	Sell	386,500 -1,500	-0.4%	-$172K	0.03%	454
2022 Q2	$43.7M	Sell	388,000 -140,900	-27%	-$17.5M	0.03%	431
2022 Q1	$72.1M	Sell	528,900 -321,200	-38%	-$47.4M	0.04%	363
2021 Q4	$135M	Sell	850,100 -406,600	-32%	-$66.8M	0.07%	242
2021 Q3	$206M	Buy	1,256,700 +621,800	+98%	+$97.5M	0.12%	142
2021 Q2	$98.8M	Sell	634,900 -83,000	-12%	-$13M	0.06%	300
2021 Q1	$109M	Sell	717,900 -1,946,300	-73%	-$280M	0.07%	248
2020 Q4	$339M	Buy	2,664,200 +532,200	+25%	+$59.5M	0.2%	84
2020 Q3	$205M	Buy	2,132,000 +142,300	+7%	+$14M	0.13%	123
2020 Q2	$187M	Sell	1,989,700 -293,500	-13%	-$27.8M	0.15%	118
2020 Q1	$206M	Sell	2,283,200 -852,300	-27%	-$104M	0.19%	84
2019 Q4	$437M	Buy	3,135,500 +1,242,400	+66%	+$159M	0.32%	46
2019 Q3	$223M	Buy	1,893,100 +533,300	+39%	+$60.3M	0.18%	99
2019 Q2	$152M	Buy	1,359,800 +58,900	+5%	+$6.49M	0.12%	153
2019 Q1	$132M	Sell	1,300,900 -389,000	-23%	-$40.1M	0.13%	136
2018 Q4	$165M	Buy	1,689,900 +71,800	+4%	+$7.65M	0.17%	101
2018 Q3	$183M	Buy	1,618,100 +434,000	+37%	+$49.3M	0.16%	103
2018 Q2	$123M	Buy	1,184,100 +20,100	+2%	+$2.2M	0.11%	141
2018 Q1	$128M	Sell	1,164,000 -331,700	-22%	-$37.6M	0.11%	151
2017 Q4	$160M	Buy	1,495,700 +209,000	+16%	+$21.2M	0.13%	138
2017 Q3	$123M	Sell	1,286,700 -141,400	-10%	-$13M	0.1%	156
2017 Q2	$131M	Sell	1,428,100 -949,100	-40%	-$81.9M	0.12%	118
2017 Q1	$209M	Sell	2,377,200 -2,580,000	-52%	-$228M	0.19%	66
2016 Q4	$428M	Buy	4,957,200 +2,220,800	+81%	+$169M	0.39%	26
2016 Q3	$182M	Sell	2,736,400 -733,800	-21%	-$47.8M	0.17%	81
2016 Q2	$216M	Buy	3,470,200 +656,100	+23%	+$41M	0.22%	64
2016 Q1	$167M	Buy	2,814,100 +216,100	+8%	+$12.6M	0.19%	70
2015 Q4	$172M	Sell	2,598,000 -815,900	-24%	-$53.1M	0.17%	94
2015 Q3	$208M	Buy	3,413,900 +772,100	+29%	+$50.6M	0.19%	69
2015 Q2	$179M	Sell	2,641,800 -1,811,200	-41%	-$118M	0.16%	93
2015 Q1	$270M	Buy	4,453,000 +1,168,900	+36%	+$69.2M	0.26%	44
2014 Q4	$206M	Sell	3,284,100 -336,300	-9%	-$20.2M	0.18%	80
2014 Q3	$218M	Buy	3,620,400 +3,596,947	+15,337%	+$210M	0.19%	70
2014 Q2	$1.35M	Buy	+23,453	New	+$1.32M	﹤0.01%	2753

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citigroup's JPM Position: Q1 2026 in Review

Citigroup increased its JPMorgan Chase (JPM) stake by 26% in Q1 2026, buying an estimated $235M and bringing the position to 3,764,798 shares worth $1.11B. The position accounts for 0.47% of the portfolio, ranked #35.

Citigroup first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.62B in Q2 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Citigroup held 3,764,798 shares of JPMorgan Chase worth $1.11B as of Q1 2026.
Citigroup bought 772,781 JPMorgan Chase shares in Q1 2026, an estimated $235M.
JPMorgan Chase made up 0.47% of Citigroup's portfolio in Q1 2026, its #35 holding.
Citigroup first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Citigroup's JPMorgan Chase position peaked at $1.62B in Q2 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.