JP Morgan Chase
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JP Morgan Chase’s Southern Missouri Bancorp SMBC Stock Holding History

JP Morgan Chase’s Portfolio SMBC Stock Details SMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.65M Sell
57,863
-12,308
-18% -$770K ﹤0.01% 3608
2025
Q4 		$4.15M Buy
70,171
+6,704
+11% +$371K ﹤0.01% 3499
2025
Q3 		$3.34M Buy
63,467
+4,525
+8% +$252K ﹤0.01% 3696
2025
Q2 		$3.23M Sell
58,942
-9,138
-13% -$477K ﹤0.01% 3540
2025
Q1 		$3.54M Sell
68,080
-17,953
-21% -$1.01M ﹤0.01% 3450
2024
Q4 		$4.94M Buy
86,033
+60,953
+243% +$3.74M ﹤0.01% 3355
2024
Q3 		$1.42M Buy
25,080
+17,895
+249% +$937K ﹤0.01% 4255
2024
Q2 		$323K Sell
7,185
-9,625
-57% -$400K ﹤0.01% 4908
2024
Q1 		$735K Buy
16,810
+7,092
+73% +$319K ﹤0.01% 4548
2023
Q4 		$519K Buy
9,718
+3,855
+66% +$172K ﹤0.01% 4770
2023
Q3 		$227K Sell
5,863
-832
-12% -$35.6K ﹤0.01% 4995
2023
Q2 		$257K Buy
6,695
+607
+10% +$22.4K ﹤0.01% 4929
2023
Q1 		$227K Sell
6,088
-270
-4% -$12.2K ﹤0.01% 4993
2022
Q4 		$292K Buy
6,358
+2,071
+48% +$104K ﹤0.01% 4838
2022
Q3 		$219K Sell
4,287
-3,146
-42% -$161K ﹤0.01% 4903
2022
Q2 		$336K Sell
7,433
-3,361
-31% -$152K ﹤0.01% 4781
2022
Q1 		$539K Sell
10,794
-5,325
-33% -$283K ﹤0.01% 4660
2021
Q4 		$840K Buy
16,119
+9,728
+152% +$507K ﹤0.01% 4509
2021
Q3 		$287K Sell
6,391
-4,828
-43% -$216K ﹤0.01% 5041
2021
Q2 		$504K Sell
11,219
-12,540
-53% -$541K ﹤0.01% 4690
2021
Q1 		$936K Buy
23,759
+457
+2% +$16.4K ﹤0.01% 4280
2020
Q4 		$710K Buy
23,302
+16,393
+237% +$455K ﹤0.01% 4162
2020
Q3 		$166K Buy
6,909
+97
+1% +$2.22K ﹤0.01% 4450
2020
Q2 		$166K Sell
6,812
-6,552
-49% -$152K ﹤0.01% 4351
2020
Q1 		$324K Buy
13,364
+592
+5% +$20K ﹤0.01% 4053
2019
Q4 		$490K Buy
12,772
+10,191
+395% +$377K ﹤0.01% 4247
2019
Q3 		$94K Buy
2,581
+419
+19% +$14.2K ﹤0.01% 4925
2019
Q2 		$74K Sell
2,162
-28
-1% -$919 ﹤0.01% 5026
2019
Q1 		$67K Buy
2,190
+377
+21% +$13K ﹤0.01% 5019
2018
Q4 		$61K Buy
1,813
+169
+10% +$5.87K ﹤0.01% 5012
2018
Q3 		$61K Buy
1,644
+203
+14% +$8K ﹤0.01% 5130
2018
Q2 		$56K Buy
1,441
+75
+5% +$2.73K ﹤0.01% 5040
2018
Q1 		$50K Sell
1,366
-99
-7% -$3.66K ﹤0.01% 4812
2017
Q4 		$55K Buy
+1,465
New +$55.9K ﹤0.01% 4864
2017
Q3 		– Sell
-5,873
Closed -$189K – 5156
2017
Q2 		$189K Sell
5,873
-3,238
-36% -$107K ﹤0.01% 3994
2017
Q1 		$324K Sell
9,111
-3,616
-28% -$124K ﹤0.01% 3879
2016
Q4 		$450K Buy
12,727
+11,961
+1,561% +$340K ﹤0.01% 3826
2016
Q3 		$19K Sell
766
-8,834
-92% -$218K ﹤0.01% 4203
2016
Q2 		$226K Buy
9,600
+6,653
+226% +$161K ﹤0.01% 3683
2016
Q1 		$71K Buy
+2,947
New +$69.4K ﹤0.01% 3822

Other funds holding SMBC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $195M AUM 18.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

JP Morgan Chase reduced its Southern Missouri Bancorp (SMBC) stake by 18% in Q1 2026, selling an estimated $770K and leaving 57,863 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #3608.

JP Morgan Chase first reported a position in SMBC in Q1 2016 and has held it in 40 quarters since. The position peaked at $4.94M in Q4 2024. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

  • JP Morgan Chase held 57,863 shares of Southern Missouri Bancorp worth $3.65M as of Q1 2026.
  • JP Morgan Chase sold 12,308 Southern Missouri Bancorp shares in Q1 2026, an estimated $770K.
  • Southern Missouri Bancorp made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3608 holding.
  • JP Morgan Chase first reported a position in Southern Missouri Bancorp in Q1 2016 and has held it in 40 quarters since.
  • JP Morgan Chase's Southern Missouri Bancorp position peaked at $4.94M in Q4 2024.
  • 148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

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