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JPMorgan Chase & Co. shares owned by Southern Financial Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Southern Financial Group from 13F filings

Historical chart of Southern Financial Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Southern Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Southern Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $538k 1.8k 294.21
2025-12-31 $586k 1.8k 322.29

More positions owned by Southern Financial Group

Janus Detroit Str Tr Henderson Income (JIII)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Southern Company (SO)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Diamondback Energy (FANG)
Apple (AAPL)
Regions Financial Corporation (RF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spire (SR)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
NVIDIA Corporation (NVDA)
At&t (T)

View all positions for Southern Financial Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.