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First Citizens Financial Corp’s JPMorgan Chase JPM Stock Holding History

First Citizens Financial Corp’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 		$3.13M Sell
9,571
-305
-3% -$94.7K 1.31% 22
2026
Q1 		$2.91M Hold
9,876
– – 1.37% 22
2025
Q4 		$3.18M Sell
9,876
-945
-9% -$293K 1.57% 17
2025
Q3 		$3.41M Hold
10,821
– – 1.69% 16
2025
Q2 		$3.14M Buy
10,821
+80
+0.7% +$20.4K 1.73% 16
2025
Q1 		$2.63M Sell
10,741
-110
-1% -$28K 1.49% 20
2024
Q4 		$2.6M Buy
10,851
+360
+3% +$83.8K 1.41% 21
2024
Q3 		$2.21M Sell
10,491
-70
-0.7% -$14.7K 1.17% 24
2024
Q2 		$2.14M Sell
10,561
-23
-0.2% -$4.5K 1.26% 22
2024
Q1 		$2.12M Buy
10,584
+28
+0.3% +$5.05K 1.26% 23
2023
Q4 		$1.8M Sell
10,556
-200
-2% -$30.3K 1.15% 24
2023
Q3 		$1.56M Buy
10,756
+609
+6% +$91.3K 1.1% 26
2023
Q2 		$1.48M Buy
+10,147
New +$1.4M 1% 27
2022
Q4 		$958K Hold
7,147
– – 0.83% 31
2022
Q3 		$747K Buy
7,147
+250
+4% +$28.7K 0.74% 30
2022
Q2 		$777K Hold
6,897
– – 0.69% 32
2022
Q1 		$940K Hold
6,897
– – 0.71% 33
2021
Q4 		$1.09M Sell
6,897
-67
-1% -$11K 0.8% 28
2021
Q3 		$1.14M Sell
6,964
-125
-2% -$19.6K 0.91% 26
2021
Q2 		$1.1M Sell
7,089
-10
-0.1% -$1.57K 0.83% 26
2021
Q1 		$1.08M Buy
7,099
+680
+11% +$97.8K 0.88% 26
2020
Q4 		$816K Buy
6,419
+257
+4% +$28.7K 0.71% 26
2020
Q3 		$593K Buy
6,162
+53
+0.9% +$5.21K 0.59% 31
2020
Q2 		$575K Buy
6,109
+671
+12% +$63.7K 0.6% 33
2020
Q1 		$490K Buy
5,438
+558
+11% +$67.8K 0.64% 30
2019
Q4 		$680K Buy
+4,880
New +$626K 0.67% 33

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

First Citizens Financial Corp's JPM Position: Q2 2026 in Review

First Citizens Financial Corp reduced its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, selling an estimated $94.7K and leaving 9,571 shares worth $3.13M. The position accounts for 1.31% of the portfolio, ranked #22.

First Citizens Financial Corp first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.41M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • First Citizens Financial Corp held 9,571 shares of JPMorgan Chase worth $3.13M as of Q2 2026.
  • First Citizens Financial Corp sold 305 JPMorgan Chase shares in Q2 2026, an estimated $94.7K.
  • JPMorgan Chase made up 1.31% of First Citizens Financial Corp's portfolio in Q2 2026, its #22 holding.
  • First Citizens Financial Corp first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • First Citizens Financial Corp's JPMorgan Chase position peaked at $3.41M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.