JP Morgan Chase
SOMN

JP Morgan Chase’s The Southern Company 2025 Series A Corp Units SOMN Stock Holding History

JP Morgan Chase’s Portfolio SOMN Stock Details SOMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-97,497
Closed -$5.01M – 8232
2026
Q1 		$5.01M Buy
97,497
+49,250
+102% +$2.54M ﹤0.01% 3290
2025
Q4 		$2.43M Buy
+48,247
New +$2.39M ﹤0.01% 3933

Other funds holding SOMN

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
ACM
Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return

JP Morgan Chase's SOMN Position: Q2 2026 in Review

JP Morgan Chase sold out of The Southern Company 2025 Series A Corp Units (SOMN) in Q2 2026, closing a stake of 97,497 shares — an estimated $5.01M sold.

JP Morgan Chase first reported a position in SOMN in Q4 2025 and held it in 2 quarters. The position peaked at $5.01M in Q1 2026. 49 funds tracked by Wall St. Rank hold SOMN as of Q2 2026.

  • JP Morgan Chase reported no remaining The Southern Company 2025 Series A Corp Units position as of Q2 2026 after selling out during the quarter.
  • JP Morgan Chase sold 97,497 The Southern Company 2025 Series A Corp Units shares in Q2 2026, an estimated $5.01M.
  • JP Morgan Chase first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and held it in 2 quarters.
  • JP Morgan Chase's The Southern Company 2025 Series A Corp Units position peaked at $5.01M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.