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Southland Equity Partners’s JPMorgan Chase JPM Stock Holding History

Southland Equity Partners’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 		$4.74M Buy
14,489
+153
+1% +$47.5K 0.83% 26
2026
Q1 		$4.22M Buy
14,336
+133
+0.9% +$40.4K 0.82% 26
2025
Q4 		$4.58M Sell
14,203
-31
-0.2% -$9.6K 0.9% 25
2025
Q3 		$4.49M Sell
14,234
-47
-0.3% -$14K 0.91% 25
2025
Q2 		$4.14M Sell
14,281
-133
-0.9% -$33.9K 0.91% 27
2025
Q1 		$3.54M Buy
14,414
+174
+1% +$44.4K 0.82% 29
2024
Q4 		$3.41M Buy
14,240
+1,377
+11% +$321K 0.79% 29
2024
Q3 		$2.71M Buy
12,863
+2,475
+24% +$521K 0.66% 35
2024
Q2 		$2.1M Buy
10,388
+4,277
+70% +$836K 0.6% 33
2024
Q1 		$1.22M Buy
6,111
+1,463
+31% +$264K 0.34% 51
2023
Q4 		$791K Buy
4,648
+43
+0.9% +$6.52K 0.25% 66
2023
Q3 		$668K Buy
4,605
+170
+4% +$25.5K 0.23% 68
2023
Q2 		$645K Sell
4,435
-1,165
-21% -$160K 0.22% 68
2023
Q1 		$730K Buy
5,600
+77
+1% +$10.6K 0.29% 55
2022
Q4 		$741K Buy
5,523
+841
+18% +$107K 0.29% 51
2022
Q3 		$489K Sell
4,682
-126
-3% -$14.5K 0.24% 71
2022
Q2 		$541K Sell
4,808
-435
-8% -$53.9K 0.25% 74
2022
Q1 		$715K Buy
5,243
+183
+4% +$27K 0.3% 60
2021
Q4 		$801K Buy
5,060
+115
+2% +$18.9K 0.33% 55
2021
Q3 		$809K Buy
4,945
+596
+14% +$93.4K 0.37% 51
2021
Q2 		$676K Buy
4,349
+304
+8% +$47.7K 0.32% 62
2021
Q1 		$616K Buy
4,045
+12
+0.3% +$1.73K 0.35% 58
2020
Q4 		$513K Buy
+4,033
New +$451K 0.35% 63

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Southland Equity Partners's JPM Position: Q2 2026 in Review

Southland Equity Partners increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $47.5K and bringing the position to 14,489 shares worth $4.74M. The position accounts for 0.83% of the portfolio, ranked #26.

Southland Equity Partners first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 1,956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Southland Equity Partners held 14,489 shares of JPMorgan Chase worth $4.74M as of Q2 2026.
  • Southland Equity Partners bought 153 JPMorgan Chase shares in Q2 2026, an estimated $47.5K.
  • JPMorgan Chase made up 0.83% of Southland Equity Partners's portfolio in Q2 2026, its #26 holding.
  • Southland Equity Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 1,956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.