JP Morgan Chase
CZWI icon

JP Morgan Chase’s Citizens Community Bancorp CZWI Stock Holding History

JP Morgan Chase’s Portfolio CZWI Stock Details CZWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.8K Buy
3,918
+87
+2% +$1.82K ﹤0.01% 6117
2026
Q1 		$74.9K Sell
3,831
-2,030
-35% -$37.3K ﹤0.01% 5986
2025
Q4 		$104K Sell
5,861
-1,349
-19% -$22.6K ﹤0.01% 5863
2025
Q3 		$116K Buy
7,210
+2,659
+58% +$41.6K ﹤0.01% 5816
2025
Q2 		$62.8K Buy
+4,551
New +$64.6K ﹤0.01% 5820
2023
Q3 		– Sell
-1,048
Closed -$9.28K – 7504
2023
Q2 		$9.28K Buy
1,048
+37
+4% +$340 ﹤0.01% 6066
2023
Q1 		$11K Buy
1,011
+28
+3% +$337 ﹤0.01% 6096
2022
Q4 		$12K Sell
983
-275
-22% -$3.53K ﹤0.01% 5993
2022
Q3 		$15K Sell
1,258
-486
-28% -$6.29K ﹤0.01% 5872
2022
Q2 		$24K Buy
1,744
+204
+13% +$2.73K ﹤0.01% 5849
2022
Q1 		$23K Buy
+1,540
New +$23.2K ﹤0.01% 6043
2020
Q4 		– Sell
-7
Closed – – 5679
2020
Q3 		$0 Hold
7
– – ﹤0.01% 5515
2020
Q2 		$0 Buy
+7
New +$49 ﹤0.01% 5425
2019
Q1 		– Sell
-50
Closed -$1K – 5801
2018
Q4 		$1K Buy
+50
New +$620 ﹤0.01% 5614
2017
Q2 		– Sell
-200
Closed -$3K – 5000
2017
Q1 		$3K Sell
200
-1,500
-88% -$19.2K ﹤0.01% 4922
2016
Q4 		$21K Buy
+1,700
New +$19.3K ﹤0.01% 4694

Other funds holding CZWI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

JP Morgan Chase increased its Citizens Community Bancorp (CZWI) stake by 2.3% in Q2 2026, buying an estimated $1.82K and bringing the position to 3,918 shares worth $91.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6117.

JP Morgan Chase first reported a position in CZWI in Q4 2016 and has held it in 16 quarters since. The position peaked at $116K in Q3 2025. 94 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • JP Morgan Chase held 3,918 shares of Citizens Community Bancorp worth $91.8K as of Q2 2026.
  • JP Morgan Chase bought 87 Citizens Community Bancorp shares in Q2 2026, an estimated $1.82K.
  • Citizens Community Bancorp made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6117 holding.
  • JP Morgan Chase first reported a position in Citizens Community Bancorp in Q4 2016 and has held it in 16 quarters since.
  • JP Morgan Chase's Citizens Community Bancorp position peaked at $116K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

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