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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JPL Wealth Management's C Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Citigroup (C) in Q1 2026: 448 shares worth $50.8K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in C as recently as Q3 2025.

JPL Wealth Management first reported a position in C in Q3 2025 and has held it in 2 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • JPL Wealth Management held 448 shares of Citigroup worth $50.8K as of Q1 2026.
  • Citigroup was a new JPL Wealth Management position in Q1 2026.
  • Citigroup made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #234 holding.
  • JPL Wealth Management first reported a position in Citigroup in Q3 2025 and has held it in 2 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.