SouthState Corp’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

SouthState Corp’s Portfolio JCPB Stock Details JCPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.3M	Sell	368,538 -18,398	-5%	-$863K	0.72%	40
2026 Q1	$18.2M	Sell	386,936 -15,401	-4%	-$731K	0.85%	30
2025 Q4	$19.1M	Sell	402,337 -5,814	-1%	-$277K	0.85%	27
2025 Q3	$19.4M	Sell	408,151 -395,505	-49%	-$18.6M	0.89%	29
2025 Q2	$37.8M	Sell	803,656 -156,553	-16%	-$7.27M	1.65%	14
2025 Q1	$45.2M	Buy	+960,209	New	+$44.7M	2.06%	8

Other funds holding JCPB

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SouthState Corp's JCPB Position: Q2 2026 in Review

SouthState Corp reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.8% in Q2 2026, selling an estimated $863K and leaving 368,538 shares worth $17.3M. The position accounts for 0.72% of the portfolio, ranked #40.

SouthState Corp first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. The position peaked at $45.2M in Q1 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

SouthState Corp held 368,538 shares of JPMorgan Core Plus Bond ETF worth $17.3M as of Q2 2026.
SouthState Corp sold 18,398 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $863K.
JPMorgan Core Plus Bond ETF made up 0.72% of SouthState Corp's portfolio in Q2 2026, its #40 holding.
SouthState Corp first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
SouthState Corp's JPMorgan Core Plus Bond ETF position peaked at $45.2M in Q1 2025.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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