JPM JPMorgan Chase & Co

Ownership history in CITIZENS & NORTHERN CORP  ·  48 quarters on record

AI Ownership Summary

CITIZENS & NORTHERN CORP reported JPMorgan Chase & Co (JPM) in 48 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.93% in 2025 Q2. The latest visible filing shows JPM at 1.60% 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 & NORTHERN CORP's position in JPMorgan Chase & Co, 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
2025 Q4

JPM was reported at 1.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2025 Q2

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 2025 Q4

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.

How CITIZENS & NORTHERN CORP held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 20,091 -4,583 -18.6% 1.60% $6.5M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 24,674 -227 -0.9% 1.93% $7.8M 2025-10-24 $299.09
2025 Q2 REDUCED 24,901 -1,140 -4.4% 1.93% $7.2M 2025-07-30 $296.84
2025 Q1 ADDED 26,041 +319 +1.2% 1.80% $6.4M 2025-04-21 $225.77
2024 Q4 ADDED 25,722 +913 +3.7% 1.69% $6.2M 2025-01-31 $261.93
2024 Q3 ADDED 24,809 +1,845 +8.0% 1.57% $5.2M 2024-11-04 $214.26
2024 Q2 REDUCED 22,964 -1,172 -4.9% 1.45% $4.6M 2024-07-30 $208.51
2024 Q1 REDUCED 24,136 -1,232 -4.9% 1.63% $4.8M 2024-05-13 $191.50
2023 Q4 REDUCED 25,368 -654 -2.5% 1.54% $4.3M 2024-02-09 $167.66
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CITIZENS & NORTHERN CORP 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 & NORTHERN CORP reported owning JPM?

CITIZENS & NORTHERN CORP reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in CITIZENS & NORTHERN CORP's portfolio?

The largest reported portfolio weight for JPM was 1.93% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when CITIZENS & NORTHERN CORP reported 20,091 shares, equal to 1.60% of portfolio, with an estimated market value of $6.5M.

What does the chart on this JPM ownership page compare?

The chart compares CITIZENS & NORTHERN CORP'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.

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