JP Morgan Chase
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JP Morgan Chase’s Citizens Financial Group CFG Stock Holding History

JP Morgan Chase’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.18M Buy
+20,600
New +$1.27M ﹤0.01% 4491
2025
Q2 		– Sell
-26,500
Closed -$1.09M – 7133
2025
Q1 		$1.09M Sell
26,500
-303,700
-92% -$13.5M ﹤0.01% 4282
2024
Q4 		$14.4M Buy
330,200
+26,500
+9% +$1.17M ﹤0.01% 2349
2024
Q3 		$12.5M Hold
303,700
– – ﹤0.01% 2415
2024
Q2 		$10.9M Buy
303,700
+50,000
+20% +$1.74M ﹤0.01% 2386
2024
Q1 		$9.21M Buy
253,700
+103,700
+69% +$3.4M ﹤0.01% 2565
2023
Q4 		$4.97M Buy
+150,000
New +$4.13M ﹤0.01% 3089
2023
Q3 		– Sell
-29,300
Closed -$764K – 7487
2023
Q2 		$764K Buy
+29,300
New +$807K ﹤0.01% 4244
2023
Q1 		– Sell
-9,100
Closed -$358K – 6738
2022
Q4 		$358K Hold
9,100
– – ﹤0.01% 4721
2022
Q3 		$313K Hold
9,100
– – ﹤0.01% 4733
2022
Q2 		$325K Sell
9,100
-136,300
-94% -$5.38M ﹤0.01% 4809
2022
Q1 		$6.59M Buy
+145,400
New +$7.47M ﹤0.01% 2763

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

JP Morgan Chase increased its Citizens Financial Group (CFG) stake by 24% in Q1 2026, buying an estimated $24M and bringing the position to 2,005,402 shares worth $115M. The position accounts for 0.01% of the portfolio, ranked #917.

JP Morgan Chase first reported a position in CFG in Q3 2014 and has held it in 47 quarters since. The position peaked at $761M in Q4 2017. 1,012 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • JP Morgan Chase held 2,005,402 shares of Citizens Financial Group worth $115M as of Q1 2026.
  • JP Morgan Chase bought 390,043 Citizens Financial Group shares in Q1 2026, an estimated $24M.
  • Citizens Financial Group made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #917 holding.
  • JP Morgan Chase first reported a position in Citizens Financial Group in Q3 2014 and has held it in 47 quarters since.
  • JP Morgan Chase's Citizens Financial Group position peaked at $761M in Q4 2017.
  • 1,012 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

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