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CITIZENS FINANCIAL GROUP INC/RI: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CITIZENS FINANCIAL GROUP INC/RI on JEPQ, newest first. How the timeline and the estimate are built.

CITIZENS FINANCIAL GROUP INC/RI held 131,155 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,155 shares
    Change vs previous 13F +12,108 shares

    0.1% of the 13F portfolio, value $8,060,767.

    13F-HR 0000759944-26-000156 filed by CITIZENS FINANCIAL GROUP INC/RI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 119,047 shares
    Change vs previous 13F +59,357 shares

    0.09% of the 13F portfolio, value $6,609,478.

    13F-HR 0000759944-26-000099 filed by CITIZENS FINANCIAL GROUP INC/RI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 59,690 shares
    Change vs previous 13F +12,943 shares

    0.05% of the 13F portfolio, value $3,503,547.

    13F-HR 0000759944-26-000023 filed by CITIZENS FINANCIAL GROUP INC/RI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 46,747 shares
    Change vs previous 13F +34,498 shares

    0.04% of the 13F portfolio, value $2,688,890.

    13F-HR 0000759944-25-000146 filed by CITIZENS FINANCIAL GROUP INC/RI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,249 shares
    Change vs previous 13F +3,981 shares

    0.01% of the 13F portfolio, value $666,331.

    13F-HR 0000759944-25-000112 filed by CITIZENS FINANCIAL GROUP INC/RI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,268 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $428,121.

    13F-HR 0000759944-25-000074 filed by CITIZENS FINANCIAL GROUP INC/RI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).