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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase reduced its Citizens Community Bancorp (CZWI) stake by 35% in Q1 2026, selling an estimated $37.3K and leaving 3,831 shares worth $74.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5986.

JP Morgan Chase first reported a position in CZWI in Q4 2016 and has held it in 15 quarters since. The position peaked at $116K in Q3 2025. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • JP Morgan Chase held 3,831 shares of Citizens Community Bancorp worth $74.9K as of Q1 2026.
  • JP Morgan Chase sold 2,030 Citizens Community Bancorp shares in Q1 2026, an estimated $37.3K.
  • Citizens Community Bancorp made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5986 holding.
  • JP Morgan Chase first reported a position in Citizens Community Bancorp in Q4 2016 and has held it in 15 quarters since.
  • JP Morgan Chase's Citizens Community Bancorp position peaked at $116K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

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