JP Morgan Chase
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JP Morgan Chase’s Citizens Financial Services CZFS Stock Holding History

JP Morgan Chase’s Portfolio CZFS Stock Details CZFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$147K Buy
2,062
+172
+9% +$11.3K ﹤0.01% 5779
2026
Q1 		$115K Sell
1,890
-1,125
-37% -$69.5K ﹤0.01% 5756
2025
Q4 		$172K Sell
3,015
-1,576
-34% -$89.7K ﹤0.01% 5612
2025
Q3 		$277K Buy
4,591
+510
+12% +$30.5K ﹤0.01% 5339
2025
Q2 		$240K Sell
4,081
-4,050
-50% -$233K ﹤0.01% 5149
2025
Q1 		$467K Sell
8,131
-8,611
-51% -$513K ﹤0.01% 4821
2024
Q4 		$1.05M Buy
16,742
+9,397
+128% +$599K ﹤0.01% 4600
2024
Q3 		$427K Buy
7,345
+4,702
+178% +$236K ﹤0.01% 5002
2024
Q2 		$118K Sell
2,643
-4,193
-61% -$180K ﹤0.01% 5435
2024
Q1 		$330K Buy
6,836
+3,103
+83% +$157K ﹤0.01% 5056
2023
Q4 		$237K Buy
3,733
+995
+36% +$53.5K ﹤0.01% 5291
2023
Q3 		$129K Sell
2,738
-882
-24% -$51.9K ﹤0.01% 5334
2023
Q2 		$264K Buy
3,620
+3,431
+1,815% +$279K ﹤0.01% 4910
2023
Q1 		$15K Hold
189
– – ﹤0.01% 6034
2022
Q4 		$14K Hold
189
– – ﹤0.01% 5968
2022
Q3 		$13K Hold
189
– – ﹤0.01% 5910
2022
Q2 		$13K Buy
+189
New +$12.6K ﹤0.01% 5983

Other funds holding CZFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

JP Morgan Chase's CZFS Position: Q2 2026 in Review

JP Morgan Chase increased its Citizens Financial Services (CZFS) stake by 9.1% in Q2 2026, buying an estimated $11.3K and bringing the position to 2,062 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #5779.

JP Morgan Chase first reported a position in CZFS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q4 2024. 88 funds tracked by Wall St. Rank hold CZFS as of Q2 2026.

  • JP Morgan Chase held 2,062 shares of Citizens Financial Services worth $147K as of Q2 2026.
  • JP Morgan Chase bought 172 Citizens Financial Services shares in Q2 2026, an estimated $11.3K.
  • Citizens Financial Services made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5779 holding.
  • JP Morgan Chase first reported a position in Citizens Financial Services in Q2 2022 and has held it in 17 quarters since.
  • JP Morgan Chase's Citizens Financial Services position peaked at $1.05M in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.