JP Morgan Chase
C icon

JP Morgan Chase’s Citigroup C Stock Holding History

JP Morgan Chase’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$247M Buy
2,301,100
+15,000
+0.7% +$1.71M 0.02% 613
2025
Q4 		$267M Buy
2,286,100
+513,200
+29% +$53.3M 0.02% 577
2025
Q3 		$180M Buy
1,772,900
+125,200
+8% +$11.9M 0.01% 732
2025
Q2 		$140M Buy
1,647,700
+200,600
+14% +$14.5M 0.01% 802
2025
Q1 		$103M Sell
1,447,100
-858,800
-37% -$65.5M 0.01% 909
2024
Q4 		$162M Buy
2,305,900
+558,000
+32% +$37.6M 0.01% 735
2024
Q3 		$109M Buy
1,747,900
+377,600
+28% +$23.4M 0.01% 913
2024
Q2 		$87M Buy
1,370,300
+576,500
+73% +$35.5M 0.01% 972
2024
Q1 		$50.2M Sell
793,800
-1,654,600
-68% -$92.1M ﹤0.01% 1278
2023
Q4 		$126M Buy
2,448,400
+167,500
+7% +$7.42M 0.01% 786
2023
Q3 		$93.8M Buy
2,280,900
+1,687,500
+284% +$74.1M 0.01% 838
2023
Q2 		$27.3M Sell
593,400
-162,800
-22% -$7.62M ﹤0.01% 1478
2023
Q1 		$35.5M Sell
756,200
-663,900
-47% -$32.6M ﹤0.01% 1273
2022
Q4 		$64.2M Sell
1,420,100
-266,800
-16% -$12.1M 0.01% 983
2022
Q3 		$70.3M Buy
1,686,900
+526,000
+45% +$26M 0.01% 886
2022
Q2 		$53.4M Buy
1,160,900
+25,300
+2% +$1.27M 0.01% 1002
2022
Q1 		$60.6M Sell
1,135,600
-4,500
-0.4% -$278K 0.01% 1068
2021
Q4 		$68.9M Sell
1,140,100
-232,400
-17% -$15.5M 0.01% 1047
2021
Q3 		$96.3M Buy
1,372,500
+46,400
+3% +$3.24M 0.01% 883
2021
Q2 		$93.8M Buy
1,326,100
+223,300
+20% +$16.5M 0.01% 926
2021
Q1 		$80.2M Sell
1,102,800
-375,400
-25% -$25.1M 0.01% 947
2020
Q4 		$91.1M Buy
1,478,200
+236,500
+19% +$12M 0.01% 810
2020
Q3 		$52.7M Sell
1,241,700
-301,400
-20% -$15M 0.01% 948
2020
Q2 		$78.9M Buy
1,543,100
+312,900
+25% +$14.8M 0.02% 728
2020
Q1 		$51.8M Sell
1,230,200
-141,400
-10% -$9.49M 0.01% 790
2019
Q4 		$110M Buy
1,371,600
+303,100
+28% +$22.4M 0.02% 634
2019
Q3 		$73.8M Buy
1,068,500
+103,800
+11% +$7.06M 0.01% 779
2019
Q2 		$65.7M Sell
964,700
-610,700
-39% -$40.9M 0.01% 848
2019
Q1 		$98M Buy
1,575,400
+634,500
+67% +$39.4M 0.02% 652
2018
Q4 		$49M Buy
940,900
+336,200
+56% +$21.3M 0.01% 905
2018
Q3 		$43.4M Sell
604,700
-366,700
-38% -$25.9M 0.01% 1096
2018
Q2 		$65M Buy
971,400
+403,600
+71% +$27.8M 0.01% 848
2018
Q1 		$38.3M Sell
567,800
-1,022,800
-64% -$76.9M 0.01% 1084
2017
Q4 		$118M Buy
1,590,600
+215,700
+16% +$16M 0.02% 576
2017
Q3 		$99.9M Buy
1,374,900
+947,300
+222% +$64.7M 0.02% 629
2017
Q2 		$28.6M Sell
427,600
-111,900
-21% -$6.86M 0.01% 1219
2017
Q1 		$32.3M Buy
539,500
+526,040
+3,908% +$31.1M 0.01% 1168
2016
Q4 		$800K Sell
13,460
-75,512
-85% -$4.07M ﹤0.01% 3540
2016
Q3 		$4.2M Sell
88,972
-383,140
-81% -$17.4M ﹤0.01% 2374
2016
Q2 		$20M Sell
472,112
-36,088
-7% -$1.6M 0.01% 1397
2016
Q1 		$21.2M Buy
508,200
+119,433
+31% +$4.99M 0.01% 1294
2015
Q4 		$20.1M Buy
388,767
+74,667
+24% +$3.96M 0.01% 1323
2015
Q3 		$15.6M Buy
314,100
+87,300
+38% +$4.77M ﹤0.01% 1436
2015
Q2 		$12.5M Sell
226,800
-142,200
-39% -$7.74M ﹤0.01% 1757
2015
Q1 		$19M Sell
369,000
-2,410,111
-87% -$123M ﹤0.01% 1467
2014
Q4 		$150M Buy
2,779,111
+728,711
+36% +$38.7M 0.03% 507
2014
Q3 		$106M Buy
2,050,400
+1,270,818
+163% +$63.9M 0.03% 590
2014
Q2 		$36.7M Sell
779,582
-604,766
-44% -$28.8M 0.01% 1010
2014
Q1 		$65.9M Sell
1,384,348
-3,572,452
-72% -$178M 0.02% 687
2013
Q4 		$258M Buy
4,956,800
+1,334,800
+37% +$67.6M 0.07% 294
2013
Q3 		$176M Sell
3,622,000
-978,400
-21% -$49.5M 0.05% 363
2013
Q2 		$221M Buy
+4,600,400
New +$221M 0.07% 299

Other funds holding C

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase's C Position: Q1 2026 in Review

JP Morgan Chase increased its Citigroup (C) stake by 18% in Q1 2026, buying an estimated $386M and bringing the position to 21,798,952 shares worth $2.34B. The position accounts for 0.15% of the portfolio, ranked #143.

JP Morgan Chase first reported a position in C in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.65B in Q4 2017. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • JP Morgan Chase held 21,798,952 shares of Citigroup worth $2.34B as of Q1 2026.
  • JP Morgan Chase bought 3,390,232 Citigroup shares in Q1 2026, an estimated $386M.
  • Citigroup made up 0.15% of JP Morgan Chase's portfolio in Q1 2026, its #143 holding.
  • JP Morgan Chase first reported a position in Citigroup in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Citigroup position peaked at $3.65B in Q4 2017.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.