Citizens JMP
Sell-side research on earnings calls · 13F filer
Analysts heard
8
Earnings calls
12
last Nov 4, 2026
Stocks asked about
12
Rating actions
2
from news headlines
Analysts
Introduced as Citizens JMP by the operator or in their own words on calls Lician transcribed. Names are machine transcriptions and may be misspelled.
| Stocks asked aboutStocks | |||
|---|---|---|---|
| Chris Muller | 3 | CMTGTPVGCSWC | 2026-11-04 |
| Trevor Walsh | 2 | VVXPKE | 2026-11-02 |
| Trevor Cranston | 2 | RITMARR | 2026-10-23 |
| Matt Condon | 1 | ANGI | 2026-11-04 |
| Mitchell Germain | 1 | CWK | 2026-11-04 |
| Andrew Boone | 1 | MNTN | 2026-11-04 |
| Jeff Kaufman | 1 | WNC | 2026-10-29 |
| David Scharf | 1 | HAPN | 2026-10-28 |
Coverage on earnings calls
Recent rating changes
Upgrades, downgrades, initiations and target changes by Citizens JMP named in news headlines Lician stores, each linked to its source. We do not use licensed rating databases, so this list is partial.
13F holdings: the firm's own book
13F filing of Citizens JMP's parent, Citizens Financial Group Inc, for the quarter ended Sep 30, 2026, filed Oct 23, 2026 (SEC filing). A 13F lists US-listed securities over which the filer and its affiliates report investment discretion: its asset-management funds and accounts and its own trading. It is not a list of what Citizens JMP's brokerage clients hold; client positions are private.
Reported value
$8.6B
equity positions
Positions
1,148
New positions
182
vs Jun 30, 2026
Sold out
81
Largest positions
| Rank | Holding | ||
|---|---|---|---|
| 1 |  VOO | $533.1M | 6.2% |
| 2 |  AAPL | $435.3M | 5.1% |
| 3 |  NVDA | $378.1M | 4.4% |
| 4 |  IVV | $314.3M | 3.7% |
| 5 |  MSFT | $308.8M | 3.6% |
| 6 |  GOOGL | $243.7M | 2.8% |
| 7 |  IJH | $214.4M | 2.5% |
| 8 |  IEFA | $211.7M | 2.5% |
| 9 |  SPY | $182.2M | 2.1% |
| 10 |  AMZN | $170.6M | 2.0% |
| 11 |  VEA | $160.1M | 1.9% |
| 12 |  IEMG | $134.2M | 1.6% |
| 13 |  VTV | $129.5M | 1.5% |
| 14 |  META | $114.1M | 1.3% |
| 15 |  AVGO | $113.8M | 1.3% |
| 16 |  JPM | $111.2M | 1.3% |
| 17 |  MA | $101.4M | 1.2% |
| 18 |  BIV | $93.0M | 1.1% |
| 19 |  IWM | $92.7M | 1.1% |
| 20 |  GOOG | $92.5M | 1.1% |
| 21 |  PG | $88.9M | 1.0% |
| 22 |  LLY | $87.0M | 1.0% |
| 23 |  IUSG | $82.3M | 1.0% |
| 24 |  BAC | $79.2M | 0.9% |
| 25 |  QQQ | $76.6M | 0.9% |
Biggest additions
Values as filed; value changes priced at this quarter's reported value per share. Options (puts/calls) are excluded from positions.