JP Morgan Chase
CFG icon

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
2025
Q4 		– Sell
-52,900
Closed -$2.81M – 7470
2025
Q3 		$2.81M Buy
+52,900
New +$2.63M ﹤0.01% 3818
2025
Q2 		– Sell
-22,000
Closed -$901K – 7134
2025
Q1 		$901K Sell
22,000
-274,500
-93% -$12.2M ﹤0.01% 4423
2024
Q4 		$13M Buy
296,500
+26,500
+10% +$1.17M ﹤0.01% 2452
2024
Q3 		$11.1M Sell
270,000
-250,000
-48% -$10.1M ﹤0.01% 2510
2024
Q2 		$18.7M Buy
520,000
+300,000
+136% +$10.5M ﹤0.01% 1915
2024
Q1 		$7.98M Buy
220,000
+70,000
+47% +$2.3M ﹤0.01% 2692
2023
Q4 		$4.97M Buy
+150,000
New +$4.13M ﹤0.01% 3090
2023
Q3 		– Sell
-38,000
Closed -$991K – 7488
2023
Q2 		$991K Buy
+38,000
New +$1.05M ﹤0.01% 4076
2023
Q1 		– Sell
-4,500
Closed -$177K – 6739
2022
Q4 		$177K Sell
4,500
-1,100
-20% -$43K ﹤0.01% 5099
2022
Q3 		$192K Hold
5,600
– – ﹤0.01% 4975
2022
Q2 		$200K Buy
5,600
+4,500
+409% +$178K ﹤0.01% 5083
2022
Q1 		$50K Buy
+1,100
New +$56.5K ﹤0.01% 5796

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.