Citigroup’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
$975M Buy
3,313,100
+1,821,300
+122% +$553M 0.42% 41
2025
Q4
$481M Buy
1,491,800
+167,100
+13% +$51.7M 0.21% 77
2025
Q3
$418M Buy
1,324,700
+76,400
+6% +$22.7M 0.19% 93
2025
Q2
$362M Buy
1,248,300
+582,900
+88% +$149M 0.18% 115
2025
Q1
$163M Sell
665,400
-196,400
-23% -$50.1M 0.08% 219
2024
Q4
$207M Sell
861,800
-219,000
-20% -$51M 0.12% 151
2024
Q3
$228M Buy
1,080,800
+196,200
+22% +$41.3M 0.13% 138
2024
Q2
$179M Sell
884,600
-137,100
-13% -$26.8M 0.11% 163
2024
Q1
$205M Sell
1,021,700
-321,900
-24% -$58.1M 0.13% 136
2023
Q4
$229M Buy
1,343,600
+234,700
+21% +$35.6M 0.16% 107
2023
Q3
$161M Sell
1,108,900
-34,600
-3% -$5.19M 0.12% 138
2023
Q2
$166M Buy
1,143,500
+359,400
+46% +$49.4M 0.11% 138
2023
Q1
$102M Sell
784,100
-96,500
-11% -$13.2M 0.07% 221
2022
Q4
$118M Buy
880,600
+209,400
+31% +$26.5M 0.09% 192
2022
Q3
$70.1M Buy
671,200
+239,200
+55% +$27.5M 0.05% 291
2022
Q2
$48.6M Sell
432,000
-259,700
-38% -$32.2M 0.04% 396
2022
Q1
$94.3M Sell
691,700
-165,100
-19% -$24.4M 0.06% 295
2021
Q4
$136M Sell
856,800
-277,600
-24% -$45.6M 0.07% 241
2021
Q3
$186M Buy
1,134,400
+516,400
+84% +$81M 0.11% 162
2021
Q2
$96.1M Buy
618,000
+343,300
+125% +$53.9M 0.06% 305
2021
Q1
$41.8M Sell
274,700
-1,290,000
-82% -$186M 0.03% 578
2020
Q4
$199M Sell
1,564,700
-40,200
-3% -$4.49M 0.12% 151
2020
Q3
$155M Sell
1,604,900
-505,800
-24% -$49.7M 0.1% 155
2020
Q2
$199M Sell
2,110,700
-643,600
-23% -$61.1M 0.16% 111
2020
Q1
$248M Sell
2,754,300
-991,800
-26% -$120M 0.22% 67
2019
Q4
$522M Buy
3,746,100
+785,800
+27% +$101M 0.38% 35
2019
Q3
$348M Buy
2,960,300
+817,400
+38% +$92.5M 0.28% 52
2019
Q2
$240M Sell
2,142,900
-109,500
-5% -$12.1M 0.19% 87
2019
Q1
$228M Sell
2,252,400
-112,200
-5% -$11.6M 0.22% 70
2018
Q4
$231M Sell
2,364,600
-45,400
-2% -$4.84M 0.23% 72
2018
Q3
$272M Buy
2,410,000
+477,400
+25% +$54.2M 0.24% 65
2018
Q2
$201M Sell
1,932,600
-285,200
-13% -$31.3M 0.19% 85
2018
Q1
$244M Sell
2,217,800
-417,600
-16% -$47.3M 0.2% 75
2017
Q4
$282M Buy
2,635,400
+71,900
+3% +$7.28M 0.23% 63
2017
Q3
$245M Buy
2,563,500
+649,200
+34% +$59.9M 0.2% 63
2017
Q2
$175M Buy
1,914,300
+180,000
+10% +$15.5M 0.16% 79
2017
Q1
$152M Sell
1,734,300
-1,950,300
-53% -$172M 0.14% 92
2016
Q4
$318M Buy
3,684,600
+1,728,700
+88% +$132M 0.29% 42
2016
Q3
$130M Sell
1,955,900
-739,500
-27% -$48.2M 0.12% 135
2016
Q2
$167M Buy
2,695,400
+836,600
+45% +$52.3M 0.17% 82
2016
Q1
$110M Sell
1,858,800
-1,236,400
-40% -$72.2M 0.12% 138
2015
Q4
$204M Buy
3,095,200
+431,200
+16% +$28.1M 0.2% 76
2015
Q3
$162M Buy
2,664,000
+505,900
+23% +$33.1M 0.15% 99
2015
Q2
$146M Buy
2,158,100
+604,500
+39% +$39.5M 0.13% 124
2015
Q1
$94.1M Sell
1,553,600
-2,246,900
-59% -$133M 0.09% 198
2014
Q4
$238M Sell
3,800,500
-126,300
-3% -$7.6M 0.21% 66
2014
Q3
$237M Buy
3,926,800
+3,903,857
+17,015% +$228M 0.21% 62
2014
Q2
$1.32M Buy
+22,943
New +$1.29M ﹤0.01% 2773

Other funds holding JPM

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.