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Citizens Financial Group’s JPMorgan Chase JPM Stock Holding History

Citizens Financial Group’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 		$103M Sell
351,138
-7,980
-2% -$2.42M 1.44% 15
2025
Q4 		$116M Sell
359,118
-22,834
-6% -$7.07M 1.55% 12
2025
Q3 		$120M Buy
381,952
+76,761
+25% +$22.8M 1.65% 12
2025
Q2 		$88.5M Sell
305,191
-1,597
-0.5% -$408K 1.42% 15
2025
Q1 		$75.3M Sell
306,788
-18,676
-6% -$4.76M 1.48% 15
2024
Q4 		$78M Buy
325,464
+7,963
+3% +$1.85M 1.52% 16
2024
Q3 		$66.9M Buy
317,501
+16,643
+6% +$3.51M 1.35% 16
2024
Q2 		$60.9M Buy
300,858
+121,186
+67% +$23.7M 1.35% 16
2024
Q1 		$36M Buy
179,672
+1,196
+0.7% +$216K 1.2% 18
2023
Q4 		$30.4M Buy
178,476
+4,134
+2% +$626K 1.05% 18
2023
Q3 		$25.3M Sell
174,342
-11,526
-6% -$1.73M 1.03% 19
2023
Q2 		$27M Sell
185,868
-9,957
-5% -$1.37M 0.98% 19
2023
Q1 		$25.5M Sell
195,825
-2,813
-1% -$385K 0.93% 20
2022
Q4 		$26.6M Buy
198,638
+46,292
+30% +$5.87M 1.04% 20
2022
Q3 		$15.9M Buy
152,346
+1,985
+1% +$228K 0.71% 30
2022
Q2 		$16.9M Sell
150,361
-6,200
-4% -$768K 0.71% 32
2022
Q1 		$21.3M Sell
156,561
-27,013
-15% -$3.99M 0.75% 27
2021
Q4 		$29.1M Sell
183,574
-2,832
-2% -$465K 0.98% 19
2021
Q3 		$30.5M Sell
186,406
-72,300
-28% -$11.3M 1.13% 19
2021
Q2 		$40.2M Buy
258,706
+93,754
+57% +$14.7M 1.75% 11
2021
Q1 		$25.1M Buy
164,952
+640
+0.4% +$92.1K 1.32% 15
2020
Q4 		$20.9M Buy
164,312
+98,351
+149% +$11M 1.2% 18
2020
Q3 		$6.37M Sell
65,961
-98,785
-60% -$9.7M 0.41% 79
2020
Q2 		$15.5M Buy
164,746
+8,750
+6% +$830K 1.09% 23
2020
Q1 		$14M Buy
155,996
+45,085
+41% +$5.48M 1.15% 23
2019
Q4 		$15.5M Sell
110,911
-21,032
-16% -$2.7M 1.03% 23
2019
Q3 		$15.5M Sell
131,943
-1,619
-1% -$183K 1.12% 22
2019
Q2 		$14.9M Sell
133,562
-31,910
-19% -$3.52M 1.09% 22
2019
Q1 		$16.8M Sell
165,472
-30,325
-15% -$3.12M 1.23% 16
2018
Q4 		$19.1M Sell
195,797
-3,328
-2% -$355K 1.74% 10
2018
Q3 		$22.5M Sell
199,125
-39,341
-16% -$4.47M 1.77% 10
2018
Q2 		$24.8M Sell
238,466
-6,253
-3% -$686K 2.08% 9
2018
Q1 		$26.9M Sell
244,719
-11,749
-5% -$1.33M 2.26% 8
2017
Q4 		$27.4M Buy
256,468
+7,053
+3% +$714K 2.21% 8
2017
Q3 		$23.8M Sell
249,415
-9,785
-4% -$902K 2.03% 8
2017
Q2 		$23.7M Sell
259,200
-8,351
-3% -$721K 2.09% 7
2017
Q1 		$23.5M Buy
267,551
+3,337
+1% +$294K 2.08% 7
2016
Q4 		$22.8M Buy
264,214
+41,185
+18% +$3.14M 2.21% 7
2016
Q3 		$14.9M Sell
223,029
-1,799
-0.8% -$117K 1.41% 11
2016
Q2 		$14M Sell
224,828
-7,165
-3% -$448K 1.34% 13
2016
Q1 		$13.7M Buy
231,993
+5,308
+2% +$310K 1.32% 15
2015
Q4 		$15.6M Buy
+226,685
New +$14.8M 1.48% 11

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citizens Financial Group's JPM Position: Q1 2026 in Review

Citizens Financial Group reduced its JPMorgan Chase (JPM) stake by 2.2% in Q1 2026, selling an estimated $2.42M and leaving 351,138 shares worth $103M. The position accounts for 1.44% of the portfolio, ranked #15.

Citizens Financial Group first reported a position in JPM in Q4 2015 and has held it in 42 quarters since. The position peaked at $120M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Citizens Financial Group held 351,138 shares of JPMorgan Chase worth $103M as of Q1 2026.
  • Citizens Financial Group sold 7,980 JPMorgan Chase shares in Q1 2026, an estimated $2.42M.
  • JPMorgan Chase made up 1.44% of Citizens Financial Group's portfolio in Q1 2026, its #15 holding.
  • Citizens Financial Group first reported a position in JPMorgan Chase in Q4 2015 and has held it in 42 quarters since.
  • Citizens Financial Group's JPMorgan Chase position peaked at $120M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.