CITIZENS FINANCIAL GROUP INC/RI JPM — J P MORGAN & CO COMMON STOCK

Ownership history in CITIZENS FINANCIAL GROUP INC/RI  ·  54 quarters on record

AI Ownership Summary

CITIZENS FINANCIAL GROUP INC/RI reported J P MORGAN & CO COMMON STOCK (JPM) in 54 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.65% in 2025 Q3. The latest visible filing shows JPM at 1.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITIZENS FINANCIAL GROUP INC/RI's position in J P MORGAN & CO COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JPM was reported at 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPM stock page CITIZENS FINANCIAL GROUP INC/RI fund profile CITIZENS FINANCIAL GROUP INC/RI full holdings
How CITIZENS FINANCIAL GROUP INC/RI held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 351,138 -7,980 -2.2% 1.44% $103.3M 2026-05-01 $312.47
2025 Q4 REDUCED 6.0% -8.3% ✅ 359,118 -22,834 -6.0% 1.55% $115.7M 2026-01-30 $304.33
2025 Q3 ADDED — — — 381,952 +76,761 +25.2% 1.65% $120.5M 2025-10-24 $297.57
2025 Q2 REDUCED — — — 305,191 -1,597 -0.5% 1.42% $88.5M 2025-08-08 $284.62
2025 Q1 REDUCED 5.7% +18.9% ❌ 306,788 -18,676 -5.7% 1.48% $75.3M 2025-05-09 $248.25
2024 Q4 ADDED — — — 325,464 +7,963 +2.5% 1.52% $78.0M 2025-02-07 $268.88
2024 Q3 ADDED — — — 317,501 +16,643 +5.5% 1.35% $66.9M 2024-11-08 $229.85
2024 Q2 ADDED — — — 300,858 +122,382 +68.6% 1.35% $60.9M 2024-08-09 $198.39
2024 Q1 UNCHANGED — — — 178,476 — 0% 1.05% $30.4M 2024-05-10 $190.56
2023 Q4 ADDED — — — 178,476 +4,134 +2.4% 1.05% $30.4M 2024-02-02 $166.54
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2026 Q1 — sorted by position size

S&G Foundation 40.87% Guidance Point Advisors, LLC 3Y 7Y 27.94% Courant Investment Management LLC 3Y 7Y 20.31% FreeGulliver LLC 19.81% Paralel Advisors LLC 3Y 12.57% Unisphere Establishment 11.88% Community Bank of Raymore 3Y 7Y 10.75% BAYPOINTE PARTNERS LLC 10.09% AXIOM INVESTORS LLC /DE 3Y 7Y 9.35% DKRT Investments Corp. 9.32%

FAQ About CITIZENS FINANCIAL GROUP INC/RI and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITIZENS FINANCIAL GROUP INC/RI reported owning JPM?

CITIZENS FINANCIAL GROUP INC/RI reported JPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in CITIZENS FINANCIAL GROUP INC/RI's portfolio?

The largest reported portfolio weight for JPM was 1.65% in 2025 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when CITIZENS FINANCIAL GROUP INC/RI reported 351,138 shares, equal to 1.44% of portfolio, with an estimated market value of $103.3M.

What does the chart on this JPM ownership page compare?

The chart compares CITIZENS FINANCIAL GROUP INC/RI's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITIZENS FINANCIAL GROUP INC/RI time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, CITIZENS FINANCIAL GROUP INC/RI correctly timed 22 out of 52 reported position changes (42%). The annualised alpha on JPM relative to SPY over the holding period was +1.3%.

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