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

SouthState Corp’s Portfolio JEPQ Stock Details JEPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$715K	Buy	11,634 +6,561	+129%	+$389K	0.03%	239
2026 Q1	$282K	Buy	+5,073	New	+$293K	0.01%	292
2025 Q4	–	Sell	-12	Closed	-$691	–	1406
2025 Q3	$691	Buy	+12	New	+$666	﹤0.01%	1169
2025 Q2	–	Sell	-1,400	Closed	-$72.5K	–	1714
2025 Q1	$72.5K	Buy	+1,400	New	+$78K	﹤0.01%	476

Other funds holding JEPQ

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

SouthState Corp's JEPQ Position: Q2 2026 in Review

SouthState Corp increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 129% in Q2 2026, buying an estimated $389K and bringing the position to 11,634 shares worth $715K. The position accounts for 0.03% of the portfolio, ranked #239.

SouthState Corp first reported a position in JEPQ in Q1 2025 and has held it in 4 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

SouthState Corp held 11,634 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $715K as of Q2 2026.
SouthState Corp bought 6,561 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $389K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of SouthState Corp's portfolio in Q2 2026, its #239 holding.
SouthState Corp first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 4 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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