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SouthState Corp’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

SouthState Corp’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$964K Buy
17,070
+6,140
+56% +$347K 0.04% 216
2026
Q1 		$620K Buy
+10,930
New +$636K 0.03% 239
2025
Q3 		– Sell
-525
Closed -$29.8K – 1467
2025
Q2 		$29.8K Sell
525
-2,400
-82% -$133K ﹤0.01% 574
2025
Q1 		$167K Buy
+2,925
New +$170K 0.01% 358
2023
Q4 		– Sell
-290
Closed -$15.5K – 643
2023
Q3 		$15.5K Buy
+290
New +$16K ﹤0.01% 427

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SouthState Corp's JEPI Position: Q2 2026 in Review

SouthState Corp increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 56% in Q2 2026, buying an estimated $347K and bringing the position to 17,070 shares worth $964K. The position accounts for 0.04% of the portfolio, ranked #216.

SouthState Corp first reported a position in JEPI in Q3 2023 and has held it in 5 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • SouthState Corp held 17,070 shares of JPMorgan Equity Premium Income ETF worth $964K as of Q2 2026.
  • SouthState Corp bought 6,140 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $347K.
  • JPMorgan Equity Premium Income ETF made up 0.04% of SouthState Corp's portfolio in Q2 2026, its #216 holding.
  • SouthState Corp first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 5 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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