JP Morgan Chase’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,900
| Closed | -$174K | – | 7700 |
|
|
2025
Q2 | $174K | Buy |
+1,900
| New | +$171K | ﹤0.01% | 5301 |
|
|
2024
Q4 | – | Sell |
-27,400
| Closed | -$2.47M | – | 7704 |
|
|
2024
Q3 | $2.47M | Buy |
27,400
+17,800
| +185% | +$1.52M | ﹤0.01% | 3833 |
|
|
2024
Q2 | $745K | Buy |
+9,600
| New | +$727K | ﹤0.01% | 4455 |
|
|
2024
Q1 | – | Sell |
-51,600
| Closed | -$3.62M | – | 7852 |
|
|
2023
Q4 | $3.62M | Buy |
+51,600
| New | +$3.54M | ﹤0.01% | 3372 |
|
|
2023
Q3 | – | Sell |
-8,300
| Closed | -$583K | – | 7712 |
|
|
2023
Q2 | $583K | Sell |
8,300
-14,500
| -64% | -$1.04M | ﹤0.01% | 4400 |
|
|
2023
Q1 | $1.59M | Sell |
22,800
-144,700
| -86% | -$9.74M | ﹤0.01% | 3703 |
|
|
2022
Q4 | $12M | Buy |
167,500
+96,000
| +134% | +$6.42M | ﹤0.01% | 2095 |
|
|
2022
Q3 | $4.86M | Hold |
71,500
| – | – | ﹤0.01% | 2766 |
|
|
2022
Q2 | $5.1M | Sell |
71,500
-11,800
| -14% | -$866K | ﹤0.01% | 2783 |
|
|
2022
Q1 | $6.04M | Buy |
83,300
+19,700
| +31% | +$1.33M | ﹤0.01% | 2844 |
|
|
2021
Q4 | $4.36M | Sell |
63,600
-102,400
| -62% | -$6.53M | ﹤0.01% | 3179 |
|
|
2021
Q3 | $10.3M | Buy |
166,000
+102,400
| +161% | +$6.59M | ﹤0.01% | 2363 |
|
|
2021
Q2 | $3.85M | Buy |
+63,600
| New | +$4.07M | ﹤0.01% | 3280 |
|
|
2020
Q1 | – | Sell |
-38,600
| Closed | -$2.46M | – | 5689 |
|
|
2019
Q4 | $2.46M | Sell |
38,600
-40,000
| -51% | -$2.48M | ﹤0.01% | 3228 |
|
|
2019
Q3 | $4.86M | Hold |
78,600
| – | – | ﹤0.01% | 2718 |
|
|
2019
Q2 | $4.33M | Buy |
78,600
+38,600
| +97% | +$2.07M | ﹤0.01% | 2754 |
|
|
2019
Q1 | $2.07M | Sell |
40,000
-125,800
| -76% | -$6.17M | ﹤0.01% | 3303 |
|
|
2018
Q4 | $7.28M | Buy |
165,800
+71,200
| +75% | +$3.24M | ﹤0.01% | 2258 |
|
|
2018
Q3 | $4.13M | Hold |
94,600
| – | – | ﹤0.01% | 2898 |
|
|
2018
Q2 | $4.38M | Sell |
94,600
-254,800
| -73% | -$11.4M | ﹤0.01% | 2791 |
|
|
2018
Q1 | $15.6M | Hold |
349,400
| – | – | ﹤0.01% | 1699 |
|
|
2017
Q4 | $16.8M | Buy |
349,400
+49,400
| +16% | +$2.52M | ﹤0.01% | 1706 |
|
|
2017
Q3 | $14.7M | Hold |
300,000
| – | – | ﹤0.01% | 1713 |
|
|
2017
Q2 | $14.4M | Buy |
300,000
+196,000
| +188% | +$9.83M | ﹤0.01% | 1689 |
|
|
2017
Q1 | $5.18M | Buy |
+104,000
| New | +$5.14M | ﹤0.01% | 2396 |
|
|
2016
Q1 | – | Sell |
-600
| Closed | -$28K | – | 4916 |
|
|
2015
Q4 | $28K | Sell |
600
-41,200
| -99% | -$1.87M | ﹤0.01% | 4022 |
|
|
2015
Q3 | $1.87M | Buy |
41,800
+41,000
| +5,125% | +$1.8M | ﹤0.01% | 2779 |
|
|
2015
Q2 | $34K | Sell |
800
-1,300
| -62% | -$56.6K | ﹤0.01% | 3931 |
|
|
2015
Q1 | $93K | Sell |
2,100
-122,800
| -98% | -$5.83M | ﹤0.01% | 3906 |
|
|
2014
Q4 | $6.13M | Sell |
124,900
-11,000
| -8% | -$519K | ﹤0.01% | 2275 |
|
|
2014
Q3 | $5.93M | Buy |
+135,900
| New | +$5.97M | ﹤0.01% | 2249 |
|
|
2014
Q1 | – | Sell |
-111,210
| Closed | -$4.57M | – | 3901 |
|
|
2013
Q4 | $4.57M | Buy |
+111,210
| New | +$4.59M | ﹤0.01% | 2232 |
|
Other funds holding SO
VCM
VPM
JP Morgan Chase's SO Position: Q1 2026 in Review
JP Morgan Chase reduced its Southern Company (SO) stake by 30% in Q1 2026, selling an estimated $1.71B and leaving 43,337,750 shares worth $4.2B. The position accounts for 0.27% of the portfolio, ranked #82.
JP Morgan Chase first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.62B in Q3 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- JP Morgan Chase held 43,337,750 shares of Southern Company worth $4.2B as of Q1 2026.
- JP Morgan Chase sold 18,432,669 Southern Company shares in Q1 2026, an estimated $1.71B.
- Southern Company made up 0.27% of JP Morgan Chase's portfolio in Q1 2026, its #82 holding.
- JP Morgan Chase first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- JP Morgan Chase's Southern Company position peaked at $6.62B in Q3 2025.
- 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.