JP Morgan Chase
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JP Morgan Chase’s Southern First Bancshares SFST Stock Holding History

JP Morgan Chase’s Portfolio SFST Stock Details SFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$183K Sell
3,388
-2,488
-42% -$137K ﹤0.01% 5520
2025
Q4 		$303K Sell
5,876
-1,884
-24% -$90.3K ﹤0.01% 5308
2025
Q3 		$342K Buy
7,760
+1,623
+26% +$69.3K ﹤0.01% 5240
2025
Q2 		$233K Sell
6,137
-6,816
-53% -$239K ﹤0.01% 5157
2025
Q1 		$426K Sell
12,953
-13,816
-52% -$484K ﹤0.01% 4872
2024
Q4 		$1.06M Buy
26,769
+12,251
+84% +$490K ﹤0.01% 4593
2024
Q3 		$495K Buy
14,518
+8,390
+137% +$270K ﹤0.01% 4898
2024
Q2 		$179K Sell
6,128
-8,513
-58% -$234K ﹤0.01% 5212
2024
Q1 		$465K Buy
14,641
+6,727
+85% +$231K ﹤0.01% 4844
2023
Q4 		$294K Buy
7,914
+2,706
+52% +$80.4K ﹤0.01% 5122
2023
Q3 		$140K Sell
5,208
-14,510
-74% -$403K ﹤0.01% 5285
2023
Q2 		$488K Sell
19,718
-9,974
-34% -$260K ﹤0.01% 4512
2023
Q1 		$912K Sell
29,692
-7,977
-21% -$314K ﹤0.01% 4113
2022
Q4 		$1.73M Sell
37,669
-3,167
-8% -$144K ﹤0.01% 3676
2022
Q3 		$1.7M Sell
40,836
-5,722
-12% -$253K ﹤0.01% 3606
2022
Q2 		$2.03M Buy
46,558
+34,058
+272% +$1.55M ﹤0.01% 3534
2022
Q1 		$637K Sell
12,500
-5,472
-30% -$314K ﹤0.01% 4548
2021
Q4 		$1.12M Buy
17,972
+4,919
+38% +$289K ﹤0.01% 4303
2021
Q3 		$698K Sell
13,053
-5,917
-31% -$299K ﹤0.01% 4534
2021
Q2 		$970K Sell
18,970
-4,185
-18% -$216K ﹤0.01% 4318
2021
Q1 		$1.09M Buy
23,155
+1,375
+6% +$60K ﹤0.01% 4167
2020
Q4 		$770K Buy
21,780
+14,943
+219% +$460K ﹤0.01% 4112
2020
Q3 		$164K Buy
6,837
+397
+6% +$10.1K ﹤0.01% 4458
2020
Q2 		$179K Sell
6,440
-4,936
-43% -$134K ﹤0.01% 4317
2020
Q1 		$323K Sell
11,376
-7,641
-40% -$284K ﹤0.01% 4054
2019
Q4 		$808K Buy
19,017
+10,768
+131% +$449K ﹤0.01% 3992
2019
Q3 		$329K Buy
8,249
+529
+7% +$20.5K ﹤0.01% 4376
2019
Q2 		$297K Buy
7,720
+1,322
+21% +$47.9K ﹤0.01% 4491
2019
Q1 		$217K Buy
6,398
+1,138
+22% +$40.6K ﹤0.01% 4601
2018
Q4 		$168K Buy
5,260
+3,447
+190% +$123K ﹤0.01% 4660
2018
Q3 		$71K Sell
1,813
-2,079
-53% -$89.6K ﹤0.01% 5072
2018
Q2 		$172K Buy
3,892
+2,563
+193% +$119K ﹤0.01% 4622
2018
Q1 		$59K Sell
1,329
-96
-7% -$4.21K ﹤0.01% 4768
2017
Q4 		$59K Buy
+1,425
New +$56.6K ﹤0.01% 4843
2017
Q2 		– Sell
-2,083
Closed -$68K – 5190
2017
Q1 		$68K Sell
2,083
-6,600
-76% -$225K ﹤0.01% 4445
2016
Q4 		$313K Buy
+8,683
New +$262K ﹤0.01% 3979

Other funds holding SFST

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

JP Morgan Chase reduced its Southern First Bancshares (SFST) stake by 42% in Q1 2026, selling an estimated $137K and leaving 3,388 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #5520.

JP Morgan Chase first reported a position in SFST in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.03M in Q2 2022. 149 funds tracked by Wall St. Rank hold SFST as of Q1 2026.

  • JP Morgan Chase held 3,388 shares of Southern First Bancshares worth $183K as of Q1 2026.
  • JP Morgan Chase sold 2,488 Southern First Bancshares shares in Q1 2026, an estimated $137K.
  • Southern First Bancshares made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5520 holding.
  • JP Morgan Chase first reported a position in Southern First Bancshares in Q4 2016 and has held it in 36 quarters since.
  • JP Morgan Chase's Southern First Bancshares position peaked at $2.03M in Q2 2022.
  • 149 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2026.

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