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Citigroup shares owned by JPL Wealth Management

Quarter-by-quarter ownership of Citigroup (C) shares owned by JPL Wealth Management from 13F filings

Historical chart of JPL Wealth Management investment in Citigroup

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All positions including Citigroup held by JPL Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $51k 448 113.42
2025-09-30 $50k 497 101.15

More positions owned by JPL Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Broadcom (AVGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ea Series Trust Alpha Architect (CAOS)
Alphabet Cap Stk Cl A (GOOGL)
Ea Series Trust Alpha Architect (AAEQ)
UnitedHealth (UNH)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Chevron Corporation (CVX)
Caterpillar (CAT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for JPL Wealth Management

Top funds holding Citigroup

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital World Investors
Franklin Resources
Fisher Investments
Vanguard Portfolio Management
FMR
Susquehanna International
Morgan Stanley
Bank of America Corporation
Bank of New York Mellon
Citadel Advisors

View all funds holding Citigroup