JWM
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JPL Wealth Management’s Citigroup C Stock Holding History

JPL Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68.3K Buy
488
+40
+9% +$5.21K 0.01% 217
2026
Q1 		$50.8K Buy
+448
New +$51K 0.01% 234
2025
Q4 		– Sell
-497
Closed -$50.4K – 271
2025
Q3 		$50.4K Buy
+497
New +$47.2K 0.01% 248

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JPL Wealth Management's C Position: Q2 2026 in Review

JPL Wealth Management increased its Citigroup (C) stake by 8.9% in Q2 2026, buying an estimated $5.21K and bringing the position to 488 shares worth $68.3K. The position accounts for 0.01% of the portfolio, ranked #217.

JPL Wealth Management first reported a position in C in Q3 2025 and has held it in 3 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • JPL Wealth Management held 488 shares of Citigroup worth $68.3K as of Q2 2026.
  • JPL Wealth Management bought 40 Citigroup shares in Q2 2026, an estimated $5.21K.
  • Citigroup made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #217 holding.
  • JPL Wealth Management first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.