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JPL Wealth Management’s SouthState Bank Corp SSB Stock Holding History

JPL Wealth Management’s Portfolio SSB Stock Details SSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.78K Buy
+30
New +$2.94K ﹤0.01% 866
2025
Q4 		– Sell
-57
Closed -$5.64K – 989
2025
Q3 		$5.64K Buy
+57
New +$5.6K ﹤0.01% 647

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JPL Wealth Management's SSB Position: Q1 2026 in Review

JPL Wealth Management opened a new position in SouthState Bank Corp (SSB) in Q1 2026: 30 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SSB as recently as Q3 2025.

JPL Wealth Management first reported a position in SSB in Q3 2025 and has held it in 2 quarters since. The position peaked at $5.64K in Q3 2025. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • JPL Wealth Management held 30 shares of SouthState Bank Corp worth $2.78K as of Q1 2026.
  • SouthState Bank Corp was a new JPL Wealth Management position in Q1 2026.
  • SouthState Bank Corp made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #866 holding.
  • JPL Wealth Management first reported a position in SouthState Bank Corp in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's SouthState Bank Corp position peaked at $5.64K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.