Citizens Business Bank’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 | $7.33M | Sell |
24,919
-7,781
| -24% | -$2.36M | 1.2% | 22 |
|
|
2025
Q4 | $10.5M | Buy |
32,700
+825
| +3% | +$255K | 1.74% | 13 |
|
|
2025
Q3 | $10.1M | Buy |
31,875
+881
| +3% | +$262K | 1.68% | 12 |
|
|
2025
Q2 | $8.99M | Buy |
30,994
+902
| +3% | +$230K | 1.75% | 13 |
|
|
2025
Q1 | $7.38M | Buy |
30,092
+9,820
| +48% | +$2.5M | 1.6% | 16 |
|
|
2024
Q4 | $7.09M | Sell |
20,272
-8,061
| -28% | -$1.88M | 1.33% | 22 |
|
|
2024
Q3 | $5.97M | Sell |
28,333
-664
| -2% | -$140K | 1.21% | 23 |
|
|
2024
Q2 | $5.86M | Sell |
28,997
-4,624
| -14% | -$904K | 1.24% | 22 |
|
|
2024
Q1 | $6.73M | Sell |
33,621
-545
| -2% | -$98.3K | 1.4% | 21 |
|
|
2023
Q4 | $5.81M | Sell |
34,166
-1,550
| -4% | -$235K | 1.28% | 22 |
|
|
2023
Q3 | $5.18M | Sell |
35,716
-16,643
| -32% | -$2.49M | 1.22% | 25 |
|
|
2023
Q2 | $7.62M | Sell |
52,359
-6,427
| -11% | -$884K | 1.7% | 15 |
|
|
2023
Q1 | $7.66M | Sell |
58,786
-1,306
| -2% | -$179K | 1.76% | 13 |
|
|
2022
Q4 | $8.06M | Sell |
60,092
-166
| -0.3% | -$21K | 1.84% | 12 |
|
|
2022
Q3 | $6.3M | Sell |
60,258
-32,394
| -35% | -$3.72M | 1.54% | 15 |
|
|
2022
Q2 | $10.4M | Sell |
92,652
-534
| -0.6% | -$66.2K | 1.48% | 10 |
|
|
2022
Q1 | $12.7M | Buy |
93,186
+4,698
| +5% | +$693K | 1.53% | 10 |
|
|
2021
Q4 | $14M | Buy |
88,488
+1,131
| +1% | +$186K | 1.72% | 10 |
|
|
2021
Q3 | $14.3M | Sell |
87,357
-8,810
| -9% | -$1.38M | 1.9% | 9 |
|
|
2021
Q2 | $15M | Sell |
96,167
-1,704
| -2% | -$268K | 1.97% | 9 |
|
|
2021
Q1 | $14.9M | Sell |
97,871
-5,145
| -5% | -$740K | 2.09% | 7 |
|
|
2020
Q4 | $13.1M | Sell |
103,016
-4,107
| -4% | -$459K | 1.93% | 8 |
|
|
2020
Q3 | $10.3M | Buy |
107,123
+8
| +0% | +$786 | 1.75% | 10 |
|
|
2020
Q2 | $10.1M | Sell |
107,115
-5,186
| -5% | -$492K | 1.78% | 10 |
|
|
2020
Q1 | $10.1M | Sell |
112,301
-15,143
| -12% | -$1.84M | 2.08% | 9 |
|
|
2019
Q4 | $17.8M | Sell |
127,444
-1,950
| -2% | -$250K | 2.93% | 4 |
|
|
2019
Q3 | $15.2M | Sell |
129,394
-4,095
| -3% | -$463K | 2.51% | 6 |
|
|
2019
Q2 | $14.9M | Sell |
133,489
-697
| -0.5% | -$76.8K | 2.47% | 6 |
|
|
2019
Q1 | $13.6M | Sell |
134,186
-329
| -0.2% | -$33.9K | 2.34% | 6 |
|
|
2018
Q4 | $13.1M | Sell |
134,515
-1,056
| -0.8% | -$113K | 2.53% | 5 |
|
|
2018
Q3 | $15.3M | Sell |
135,571
-764
| -0.6% | -$86.7K | 2.57% | 4 |
|
|
2018
Q2 | $14.2M | Sell |
136,335
-2,306
| -2% | -$253K | 2.46% | 5 |
|
|
2018
Q1 | $15.2M | Sell |
138,641
-4,500
| -3% | -$510K | 2.67% | 4 |
|
|
2017
Q4 | $15.3M | Sell |
143,141
-530
| -0.4% | -$53.7K | 2.5% | 7 |
|
|
2017
Q3 | $13.7M | Sell |
143,671
-1,275
| -0.9% | -$118K | 2.29% | 7 |
|
|
2017
Q2 | $13.2M | Sell |
144,946
-3,174
| -2% | -$274K | 2.2% | 8 |
|
|
2017
Q1 | $13M | Sell |
148,120
-6,701
| -4% | -$591K | 2.18% | 8 |
|
|
2016
Q4 | $13.4M | Sell |
154,821
-7,384
| -5% | -$563K | 2.38% | 6 |
|
|
2016
Q3 | $10.8M | Sell |
162,205
-363
| -0.2% | -$23.7K | 2.01% | 6 |
|
|
2016
Q2 | $10.1M | Buy |
162,568
+168
| +0.1% | +$10.5K | 1.9% | 7 |
|
|
2016
Q1 | $9.62M | Sell |
162,400
-2,031
| -1% | -$119K | 1.8% | 7 |
|
|
2015
Q4 | $10.9M | Sell |
164,431
-6,409
| -4% | -$417K | 2.11% | 6 |
|
|
2015
Q3 | $10.4M | Sell |
170,840
-27
| -0% | -$1.77K | 1.96% | 7 |
|
|
2015
Q2 | $11.6M | Sell |
170,867
-1,356
| -0.8% | -$88.5K | 2.02% | 6 |
|
|
2015
Q1 | $10.4M | Buy |
172,223
+8,061
| +5% | +$477K | 1.83% | 7 |
|
|
2014
Q4 | $10.3M | Buy |
164,162
+2,228
| +1% | +$134K | 1.86% | 6 |
|
|
2014
Q3 | $9.75M | Buy |
161,934
+2,212
| +1% | +$129K | 1.88% | 6 |
|
|
2014
Q2 | $9.2M | Sell |
159,722
-3,046
| -2% | -$171K | 1.76% | 6 |
|
|
2014
Q1 | $9.88M | Sell |
162,768
-38,499
| -19% | -$2.22M | 1.91% | 6 |
|
|
2013
Q4 | $11.8M | Buy |
201,267
+858
| +0.4% | +$47K | 2.37% | 5 |
|
|
2013
Q3 | $10.4M | Sell |
200,409
-5,445
| -3% | -$292K | 2.22% | 5 |
|
|
2013
Q2 | $10.9M | Buy |
+205,854
| New | +$10.5M | 2.42% | 4 |
|
Other funds holding JPM
VCM
VPM
Citizens Business Bank's JPM Position: Q1 2026 in Review
Citizens Business Bank reduced its JPMorgan Chase (JPM) stake by 24% in Q1 2026, selling an estimated $2.36M and leaving 24,919 shares worth $7.33M. The position accounts for 1.2% of the portfolio, ranked #22.
Citizens Business Bank first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.8M in Q4 2019. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Citizens Business Bank held 24,919 shares of JPMorgan Chase worth $7.33M as of Q1 2026.
- Citizens Business Bank sold 7,781 JPMorgan Chase shares in Q1 2026, an estimated $2.36M.
- JPMorgan Chase made up 1.2% of Citizens Business Bank's portfolio in Q1 2026, its #22 holding.
- Citizens Business Bank first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Citizens Business Bank's JPMorgan Chase position peaked at $17.8M in Q4 2019.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Citizens Business Bank's 13F filing for Q1 2026, filed 1 May 2026.