SouthState Corp’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

SouthState Corp’s Portfolio HELO Stock Details HELO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.7M	Buy	158,105 +2,221	+1%	+$149K	0.45%	62
2026 Q1	$9.96M	Buy	155,884 +9,708	+7%	+$643K	0.46%	65
2025 Q4	$9.71M	Sell	146,176 -9,254	-6%	-$608K	0.43%	66
2025 Q3	$10.1M	Sell	155,430 -68,329	-31%	-$4.36M	0.47%	59
2025 Q2	$14M	Sell	223,759 -21,895	-9%	-$1.32M	0.61%	52
2025 Q1	$14.7M	Buy	245,654 +229,425	+1,414%	+$14.2M	0.67%	48
2024 Q4	$1.01M	Buy	16,229 +3,225	+25%	+$201K	0.07%	147
2024 Q3	$795K	Buy	13,004 +11,004	+550%	+$652K	0.05%	165
2024 Q2	$117K	Buy	+2,000	New	+$113K	0.01%	286

Other funds holding HELO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SouthState Corp's HELO Position: Q2 2026 in Review

SouthState Corp increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 1.4% in Q2 2026, buying an estimated $149K and bringing the position to 158,105 shares worth $10.7M. The position accounts for 0.45% of the portfolio, ranked #62.

SouthState Corp first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.7M in Q1 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

SouthState Corp held 158,105 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $10.7M as of Q2 2026.
SouthState Corp bought 2,221 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $149K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.45% of SouthState Corp's portfolio in Q2 2026, its #62 holding.
SouthState Corp first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
SouthState Corp's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $14.7M in Q1 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.