5%+ stake

JPMORGAN CHASE & CO. cut its SO stake below 5% (3.7%)

Stake as of Feb 27, 2026 · Filed Mar 5, 2026

Southern CompanySO

3.7%
Stake: 41.3M
Shares owned

Why it stands out

The holder reported owning less than 5%, which ends its duty to keep reporting this stake.

Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell

View the official recordSEC Schedule 13G — Beneficial ownership over 5% (passive investor)

All the details

Dates, kept separate

Date of the event that required the filing: Feb 27, 2026
Reporting period: Not applicable
Filed with the SEC: Mar 5, 2026

passive5% holder

Context

Change vs prior quarter

Undefined

Compared with the manager's prior 13F

Shares, this quarter

—

Tracked managers with the same change

NaN

For the same quarter

Source receipt

Record ID

0000019617-26-000089

Parser

stakes-1

Data quality

Verified: identifiers matched exactly

Quarter end

—

Prior quarter end

—

Shares, prior

—

Shares, current

—

Reported value

—

Split-adjusted

No

Around the same time

6mo ago

82Shares

Derivative exercise or conversion — not an open-market buy.

Why it stands out Official record

6mo ago

82Shares · @ $96.94

Routine share withholding; mechanical by default.

Why it stands out Official record

6mo ago

13Derivative units

Derivative exercise or conversion — not an open-market buy.

Why it stands out Official record