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Southern Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Southern Capital Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$726K Buy
2,218
+10
+0.5% +$3.1K 0.3% 31
2026
Q1 		$650K Buy
2,208
+1
+0% +$303 0.3% 36
2025
Q4 		$711K Buy
2,207
+1
+0% +$310 0.33% 37
2025
Q3 		$696K Buy
2,206
+1
+0% +$297 0.33% 35
2025
Q2 		$639K Buy
2,205
+2
+0.1% +$510 0.33% 36
2025
Q1 		$541K Buy
2,203
+107
+5% +$27.3K 0.3% 42
2024
Q4 		$503K Buy
2,096
+45
+2% +$10.5K 0.28% 42
2024
Q3 		$433K Buy
2,051
+676
+49% +$142K 0.24% 44
2024
Q2 		$278K Sell
1,375
-62
-4% -$12.1K 0.17% 55
2024
Q1 		$288K Sell
1,437
-1,148
-44% -$207K 0.17% 54
2023
Q4 		$440K Buy
2,585
+52
+2% +$7.88K 0.31% 39
2023
Q3 		$367K Sell
2,533
-10
-0.4% -$1.5K 0.31% 47
2023
Q2 		$370K Buy
2,543
+681
+37% +$93.7K 0.28% 48
2023
Q1 		$243K Buy
+1,862
New +$255K 0.18% 61
2022
Q1 		– Sell
-1,409
Closed -$223K – 90
2021
Q4 		$223K Buy
+1,409
New +$231K 0.14% 67

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Southern Capital Advisors's JPM Position: Q2 2026 in Review

Southern Capital Advisors increased its JPMorgan Chase (JPM) stake by 0.45% in Q2 2026, buying an estimated $3.1K and bringing the position to 2,218 shares worth $726K. The position accounts for 0.3% of the portfolio, ranked #31.

Southern Capital Advisors first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. 2,565 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Southern Capital Advisors held 2,218 shares of JPMorgan Chase worth $726K as of Q2 2026.
  • Southern Capital Advisors bought 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
  • JPMorgan Chase made up 0.3% of Southern Capital Advisors's portfolio in Q2 2026, its #31 holding.
  • Southern Capital Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
  • 2,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.