JP Morgan Chase
SBSI icon

JP Morgan Chase’s Southside Bancshares SBSI Stock Holding History

JP Morgan Chase’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.44M Sell
177,258
-81,720
-32% -$2.59M ﹤0.01% 3245
2025
Q4 		$7.87M Sell
258,978
-43,649
-14% -$1.28M ﹤0.01% 2914
2025
Q3 		$8.55M Sell
302,627
-4,943
-2% -$150K ﹤0.01% 2869
2025
Q2 		$9.05M Sell
307,570
-88,541
-22% -$2.51M ﹤0.01% 2647
2025
Q1 		$11.5M Sell
396,111
-115,630
-23% -$3.55M ﹤0.01% 2417
2024
Q4 		$16.3M Buy
511,741
+126,587
+33% +$4.3M ﹤0.01% 2233
2024
Q3 		$12.9M Buy
385,154
+170,287
+79% +$5.46M ﹤0.01% 2391
2024
Q2 		$5.93M Buy
214,867
+34,970
+19% +$948K ﹤0.01% 2904
2024
Q1 		$5.26M Sell
179,897
-23,460
-12% -$698K ﹤0.01% 3060
2023
Q4 		$6.37M Buy
203,357
+7,586
+4% +$221K ﹤0.01% 2876
2023
Q3 		$5.62M Sell
195,771
-24,172
-11% -$720K ﹤0.01% 2739
2023
Q2 		$5.75M Buy
219,943
+23,338
+12% +$679K ﹤0.01% 2756
2023
Q1 		$6.53M Buy
196,605
+66,117
+51% +$2.41M ﹤0.01% 2616
2022
Q4 		$4.7M Buy
130,488
+37,020
+40% +$1.31M ﹤0.01% 2871
2022
Q3 		$3.31M Sell
93,468
-6,377
-6% -$245K ﹤0.01% 3080
2022
Q2 		$3.74M Buy
99,845
+14,521
+17% +$565K ﹤0.01% 3039
2022
Q1 		$3.48M Buy
85,324
+12,588
+17% +$530K ﹤0.01% 3310
2021
Q4 		$3.04M Buy
72,736
+60,421
+491% +$2.5M ﹤0.01% 3481
2021
Q3 		$472K Sell
12,315
-87,878
-88% -$3.23M ﹤0.01% 4768
2021
Q2 		$3.83M Buy
100,193
+16,594
+20% +$677K ﹤0.01% 3284
2021
Q1 		$3.22M Buy
83,599
+35,302
+73% +$1.25M ﹤0.01% 3341
2020
Q4 		$1.5M Buy
48,297
+36,507
+310% +$1.05M ﹤0.01% 3694
2020
Q3 		$289K Buy
11,790
+704
+6% +$19K ﹤0.01% 4213
2020
Q2 		$307K Sell
11,086
-14,382
-56% -$409K ﹤0.01% 4076
2020
Q1 		$774K Sell
25,468
-14,902
-37% -$504K ﹤0.01% 3576
2019
Q4 		$1.5M Buy
40,370
+29,857
+284% +$1.05M ﹤0.01% 3592
2019
Q3 		$359K Buy
10,513
+1,705
+19% +$56.7K ﹤0.01% 4333
2019
Q2 		$283K Buy
8,808
+1,042
+13% +$35.3K ﹤0.01% 4508
2019
Q1 		$258K Sell
7,766
-722
-9% -$24.5K ﹤0.01% 4515
2018
Q4 		$269K Sell
8,488
-21,910
-72% -$713K ﹤0.01% 4450
2018
Q3 		$1.06M Sell
30,398
-45,554
-60% -$1.61M ﹤0.01% 3882
2018
Q2 		$2.56M Sell
75,952
-96,204
-56% -$3.31M ﹤0.01% 3218
2018
Q1 		$5.98M Sell
172,156
-29,922
-15% -$1.04M ﹤0.01% 2422
2017
Q4 		$6.81M Buy
202,078
+37,119
+23% +$1.31M ﹤0.01% 2422
2017
Q3 		$5.95M Buy
164,959
+5,795
+4% +$197K ﹤0.01% 2423
2017
Q2 		$5.56M Sell
159,164
-10,908
-6% -$366K ﹤0.01% 2405
2017
Q1 		$5.57M Sell
170,072
-66,461
-28% -$2.27M ﹤0.01% 2357
2016
Q4 		$8.69M Buy
236,533
+65,963
+39% +$2.28M ﹤0.01% 2024
2016
Q3 		$5.35M Sell
170,570
-45,048
-21% -$1.4M ﹤0.01% 2200
2016
Q2 		$6.5M Buy
215,618
+117,875
+121% +$3.21M ﹤0.01% 2118
2016
Q1 		$2.37M Buy
97,743
+4,611
+5% +$100K ﹤0.01% 2612
2015
Q4 		$2.08M Buy
93,132
+4,487
+5% +$112K ﹤0.01% 2736
2015
Q3 		$2.27M Buy
88,645
+5,077
+6% +$128K ﹤0.01% 2668
2015
Q2 		$2.27M Buy
83,568
+1,859
+2% +$48K ﹤0.01% 2839
2015
Q1 		$2.08M Buy
81,709
+22,841
+39% +$578K ﹤0.01% 2848
2014
Q4 		$1.51M Buy
+58,868
New +$1.67M ﹤0.01% 3125
2014
Q3 		– Sell
-55,344
Closed -$1.42M – 4246
2014
Q2 		$1.42M Sell
55,344
-57,319
-51% -$1.41M ﹤0.01% 2711
2014
Q1 		$2.98M Sell
112,663
-771
-0.7% -$18.6K ﹤0.01% 2366
2013
Q4 		$2.61M Sell
113,434
-17,632
-13% -$405K ﹤0.01% 2582
2013
Q3 		$2.96M Buy
131,066
+38,538
+42% +$824K ﹤0.01% 2536
2013
Q2 		$1.86M Buy
+92,528
New +$1.71M ﹤0.01% 2837

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase's SBSI Position: Q1 2026 in Review

JP Morgan Chase reduced its Southside Bancshares (SBSI) stake by 32% in Q1 2026, selling an estimated $2.59M and leaving 177,258 shares worth $5.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3245.

JP Morgan Chase first reported a position in SBSI in Q2 2013 and has held it in 51 quarters since. The position peaked at $16.3M in Q4 2024. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • JP Morgan Chase held 177,258 shares of Southside Bancshares worth $5.44M as of Q1 2026.
  • JP Morgan Chase sold 81,720 Southside Bancshares shares in Q1 2026, an estimated $2.59M.
  • Southside Bancshares made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3245 holding.
  • JP Morgan Chase first reported a position in Southside Bancshares in Q2 2013 and has held it in 51 quarters since.
  • JP Morgan Chase's Southside Bancshares position peaked at $16.3M in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.