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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-600
| Closed | -$38.8K | – | 7851 |
|
|
2023
Q3 | $38.8K | Buy |
+600
| New | +$41.6K | ﹤0.01% | 5877 |
|
|
2023
Q2 | – | Sell |
-133,800
| Closed | -$9.31M | – | 7299 |
|
|
2023
Q1 | $9.31M | Sell |
133,800
-196,000
| -59% | -$13.2M | ﹤0.01% | 2347 |
|
|
2022
Q4 | $23.6M | Sell |
329,800
-18,200
| -5% | -$1.22M | ﹤0.01% | 1546 |
|
|
2022
Q3 | $23.7M | Buy |
348,000
+9,100
| +3% | +$689K | ﹤0.01% | 1472 |
|
|
2022
Q2 | $24.2M | Buy |
338,900
+188,200
| +125% | +$13.8M | ﹤0.01% | 1470 |
|
|
2022
Q1 | $10.9M | Buy |
150,700
+74,000
| +96% | +$5.01M | ﹤0.01% | 2280 |
|
|
2021
Q4 | $5.26M | Buy |
76,700
+300
| +0.4% | +$19.1K | ﹤0.01% | 3003 |
|
|
2021
Q3 | $4.74M | Hold |
76,400
| – | – | ﹤0.01% | 3075 |
|
|
2021
Q2 | $4.62M | Buy |
+76,400
| New | +$4.89M | ﹤0.01% | 3119 |
|
|
2020
Q1 | – | Sell |
-79,700
| Closed | -$5.08M | – | 5690 |
|
|
2019
Q4 | $5.08M | Hold |
79,700
| – | – | ﹤0.01% | 2666 |
|
|
2019
Q3 | $4.92M | Hold |
79,700
| – | – | ﹤0.01% | 2710 |
|
|
2019
Q2 | $4.39M | Buy |
79,700
+38,100
| +92% | +$2.04M | ﹤0.01% | 2747 |
|
|
2019
Q1 | $2.15M | Sell |
41,600
-159,900
| -79% | -$7.84M | ﹤0.01% | 3281 |
|
|
2018
Q4 | $8.85M | Buy |
201,500
+85,000
| +73% | +$3.86M | ﹤0.01% | 2123 |
|
|
2018
Q3 | $5.08M | Sell |
116,500
-1,700
| -1% | -$78.3K | ﹤0.01% | 2737 |
|
|
2018
Q2 | $5.47M | Buy |
118,200
+48,300
| +69% | +$2.16M | ﹤0.01% | 2624 |
|
|
2018
Q1 | $3.12M | Sell |
69,900
-21,500
| -24% | -$954K | ﹤0.01% | 2952 |
|
|
2017
Q4 | $4.39M | Buy |
91,400
+89,900
| +5,993% | +$4.58M | ﹤0.01% | 2784 |
|
|
2017
Q3 | $73K | Buy |
+1,500
| New | +$72.7K | ﹤0.01% | 4383 |
|
|
2016
Q3 | – | Sell |
-30,300
| Closed | -$1.63M | – | 4780 |
|
|
2016
Q2 | $1.63M | Buy |
30,300
+30,000
| +10,000% | +$1.51M | ﹤0.01% | 2919 |
|
|
2016
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 4140 |
|
|
2015
Q4 | $14K | Buy |
+300
| New | +$13.6K | ﹤0.01% | 4146 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$4K | – | 4162 |
|
|
2015
Q1 | $4K | Sell |
100
-121,800
| -100% | -$5.79M | ﹤0.01% | 4025 |
|
|
2014
Q4 | $5.99M | Sell |
121,900
-5,300
| -4% | -$250K | ﹤0.01% | 2297 |
|
|
2014
Q3 | $5.55M | Buy |
+127,200
| New | +$5.59M | ﹤0.01% | 2301 |
|
|
2014
Q1 | – | Sell |
-17,500
| Closed | -$719K | – | 3902 |
|
|
2013
Q4 | $719K | Hold |
17,500
| – | – | ﹤0.01% | 3313 |
|
|
2013
Q3 | $721K | Hold |
17,500
| – | – | ﹤0.01% | 3451 |
|
|
2013
Q2 | $772K | Buy |
+17,500
| New | +$805K | ﹤0.01% | 3405 |
|
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.