JP Morgan Chase
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JP Morgan Chase’s Citizens CIA Stock Holding History

JP Morgan Chase’s Portfolio CIA Stock Details CIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.6K Sell
18,383
-16,168
-47% -$85.9K ﹤0.01% 5898
2025
Q4 		$167K Sell
34,551
-8,202
-19% -$45.2K ﹤0.01% 5628
2025
Q3 		$224K Buy
42,753
+1,166
+3% +$5.45K ﹤0.01% 5457
2025
Q2 		$145K Buy
41,587
+30,229
+266% +$118K ﹤0.01% 5423
2025
Q1 		$51.7K Buy
11,358
+6,653
+141% +$32.1K ﹤0.01% 5869
2024
Q4 		$18.9K Buy
4,705
+4,499
+2,184% +$20.2K ﹤0.01% 6264
2024
Q3 		$746 Sell
206
-340
-62% -$993 ﹤0.01% 6752
2024
Q2 		$1.49K Sell
546
-7,212
-93% -$18.1K ﹤0.01% 6562
2024
Q1 		$16.6K Sell
7,758
-34,155
-81% -$89.1K ﹤0.01% 6263
2023
Q4 		$113K Buy
41,913
+41,794
+35,121% +$129K ﹤0.01% 5684
2023
Q3 		$339 Buy
+119
New +$339 ﹤0.01% 6773
2023
Q2 		– Sell
-945
Closed -$4K – 6968
2023
Q1 		$4K Buy
945
+574
+155% +$1.59K ﹤0.01% 6279
2022
Q4 		$1K Buy
371
+312
+529% +$869 ﹤0.01% 6381
2022
Q3 		$0 Buy
+59
New +$224 ﹤0.01% 6492
2022
Q2 		– Sell
-53,350
Closed -$226K – 6504
2022
Q1 		$226K Sell
53,350
-49,331
-48% -$223K ﹤0.01% 5126
2021
Q4 		$546K Buy
102,681
+37,385
+57% +$229K ﹤0.01% 4771
2021
Q3 		$405K Sell
65,296
-21,735
-25% -$123K ﹤0.01% 4848
2021
Q2 		$460K Sell
87,031
-83,370
-49% -$459K ﹤0.01% 4752
2021
Q1 		$987K Buy
170,401
+8,912
+6% +$55K ﹤0.01% 4243
2020
Q4 		$926K Buy
161,489
+118,066
+272% +$710K ﹤0.01% 4014
2020
Q3 		$244K Buy
43,423
+26,744
+160% +$155K ﹤0.01% 4275
2020
Q2 		$100K Buy
16,679
+445
+3% +$2.56K ﹤0.01% 4578
2020
Q1 		$106K Buy
16,234
+15
+0.1% +$93 ﹤0.01% 4497
2019
Q4 		$109K Hold
16,219
– – ﹤0.01% 4867
2019
Q3 		$111K Buy
16,219
+2,631
+19% +$18.4K ﹤0.01% 4862
2019
Q2 		$98K Buy
13,588
+1,515
+13% +$10.4K ﹤0.01% 4942
2019
Q1 		$81K Sell
12,073
-566
-4% -$4.04K ﹤0.01% 4960
2018
Q4 		$95K Buy
12,639
+1,177
+10% +$9.25K ﹤0.01% 4872
2018
Q3 		$96K Buy
11,462
+1,413
+14% +$11.3K ﹤0.01% 4968
2018
Q2 		$78K Buy
10,049
+668
+7% +$5.14K ﹤0.01% 4924
2018
Q1 		$69K Sell
9,381
-673
-7% -$5.08K ﹤0.01% 4707
2017
Q4 		$74K Buy
+10,054
New +$76.7K ﹤0.01% 4767
2016
Q3 		– Sell
-102
Closed -$1K – 4567
2016
Q2 		$1K Buy
102
+51
+100% +$395 ﹤0.01% 4662
2016
Q1 		$0 Buy
+51
New +$351 ﹤0.01% 4675
2014
Q3 		– Sell
-10,754
Closed -$80K – 4186
2014
Q2 		$80K Buy
+10,754
New +$72.7K ﹤0.01% 3435
2013
Q4 		– Sell
-36,089
Closed -$311K – 4102
2013
Q3 		$311K Buy
36,089
+23,627
+190% +$174K ﹤0.01% 3855
2013
Q2 		$75K Buy
+12,462
New +$83.4K ﹤0.01% 4211

Other funds holding CIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

JP Morgan Chase reduced its Citizens (CIA) stake by 47% in Q1 2026, selling an estimated $85.9K and leaving 18,383 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5898.

JP Morgan Chase first reported a position in CIA in Q2 2013 and has held it in 37 quarters since. The position peaked at $987K in Q1 2021. 73 funds tracked by Wall St. Rank hold CIA as of Q1 2026.

  • JP Morgan Chase held 18,383 shares of Citizens worth $88.6K as of Q1 2026.
  • JP Morgan Chase sold 16,168 Citizens shares in Q1 2026, an estimated $85.9K.
  • Citizens made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5898 holding.
  • JP Morgan Chase first reported a position in Citizens in Q2 2013 and has held it in 37 quarters since.
  • JP Morgan Chase's Citizens position peaked at $987K in Q1 2021.
  • 73 funds tracked by Wall St. Rank held Citizens as of Q1 2026.

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