SC
SouthState Corp’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.6M | Buy |
167,543
+5,555
| +3% | +$1.61M | 2.12% | 7 |
|
|
2025
Q1 | $39.7M | Buy |
161,988
+7,926
| +5% | +$1.94M | 1.82% | 10 |
|
|
2024
Q4 | $36.9M | Buy |
154,062
+1,589
| +1% | +$381K | 2.42% | 8 |
|
|
2024
Q3 | $32.2M | Sell |
152,473
-81
| -0.1% | -$17.1K | 2.22% | 6 |
|
|
2024
Q2 | $30.9M | Buy |
152,554
+5,425
| +4% | +$1.1M | 2.25% | 7 |
|
|
2024
Q1 | $29.5M | Buy |
147,129
+3,710
| +3% | +$743K | 2.3% | 7 |
|
|
2023
Q4 | $24.4M | Sell |
143,419
-652
| -0.5% | -$111K | 2.08% | 7 |
|
|
2023
Q3 | $20.9M | Buy |
144,071
+586
| +0.4% | +$85K | 1.98% | 8 |
|
|
2023
Q2 | $20.9M | Sell |
143,485
-3,547
| -2% | -$516K | 1.87% | 11 |
|
|
2023
Q1 | $19.2M | Sell |
147,032
-16,334
| -10% | -$2.13M | 1.77% | 11 |
|
|
2022
Q4 | $21.9M | Buy |
163,366
+772
| +0.5% | +$104K | 2.03% | 9 |
|
|
2022
Q3 | $17M | Buy |
162,594
+3,364
| +2% | +$352K | 1.69% | 13 |
|
|
2022
Q2 | $17.9M | Buy |
159,230
+59
| +0% | +$6.64K | 1.68% | 13 |
|
|
2022
Q1 | $21.7M | Buy |
159,171
+4,533
| +3% | +$618K | 1.73% | 11 |
|
|
2021
Q4 | $24.5M | Sell |
154,638
-2,302
| -1% | -$365K | 1.91% | 9 |
|
|
2021
Q3 | $25.7M | Sell |
156,940
-933
| -0.6% | -$153K | 2.16% | 7 |
|
|
2021
Q2 | $24.6M | Buy |
157,873
+1,281
| +0.8% | +$199K | 2.12% | 8 |
|
|
2021
Q1 | $23.8M | Buy |
156,592
+1,450
| +0.9% | +$221K | 2.23% | 6 |
|
|
2020
Q4 | $19.7M | Sell |
155,142
-3,279
| -2% | -$417K | 1.94% | 9 |
|
|
2020
Q3 | $15.3M | Buy |
158,421
+704
| +0.4% | +$67.8K | 1.59% | 16 |
|
|
2020
Q2 | $14.8M | Buy |
157,717
+12
| +0% | +$1.13K | 1.82% | 13 |
|
|
2020
Q1 | $14.2M | Buy |
157,705
+7,437
| +5% | +$669K | 2.11% | 8 |
|
|
2019
Q4 | $20.9M | Sell |
150,268
-3,942
| -3% | -$550K | 2.41% | 4 |
|
|
2019
Q3 | $18.2M | Sell |
154,210
-11,273
| -7% | -$1.33M | 2.27% | 4 |
|
|
2019
Q2 | $18.5M | Sell |
165,483
-11,511
| -7% | -$1.29M | 2.13% | 5 |
|
|
2019
Q1 | $17.9M | Sell |
176,994
-3,088
| -2% | -$313K | 1.84% | 7 |
|
|
2018
Q4 | $17.4M | Buy |
180,082
+14,422
| +9% | +$1.39M | 2.01% | 6 |
|
|
2018
Q3 | $18.7M | Buy |
165,660
+1,913
| +1% | +$216K | 1.92% | 5 |
|
|
2018
Q2 | $17.1M | Sell |
163,747
-743
| -0.5% | -$77.4K | 1.92% | 6 |
|
|
2018
Q1 | $18.1M | Sell |
164,490
-3,418
| -2% | -$376K | 2.08% | 5 |
|
|
2017
Q4 | $18M | Buy |
167,908
+17,375
| +12% | +$1.86M | 1.94% | 5 |
|
|
2017
Q3 | $14.4K | Sell |
150,533
-108
| -0.1% | -$10 | 1.61% | 8 |
|
|
2017
Q2 | $13.8M | Buy |
150,641
+485
| +0.3% | +$44.3K | 1.77% | 6 |
|
|
2017
Q1 | $13.2M | Buy |
150,156
+3,904
| +3% | +$343K | 1.72% | 7 |
|
|
2016
Q4 | $12.6M | Buy |
146,252
+2,956
| +2% | +$255K | 1.81% | 6 |
|
|
2016
Q3 | $9.54M | Buy |
143,296
+534
| +0.4% | +$35.6K | 1.45% | 15 |
|
|
2016
Q2 | $8.87M | Buy |
142,762
+31,662
| +28% | +$1.97M | 1.33% | 19 |
|
|
2016
Q1 | $6.58M | Buy |
111,100
+2,503
| +2% | +$148K | 1.02% | 31 |
|
|
2015
Q4 | $7.17M | Buy |
108,597
+1,682
| +2% | +$111K | 1.12% | 26 |
|
|
2015
Q3 | $6.52M | Buy |
106,915
+4,743
| +5% | +$289K | 1% | 33 |
|
|
2015
Q2 | $6.92M | Buy |
102,172
+1,262
| +1% | +$85.5K | 0.96% | 35 |
|
|
2015
Q1 | $6.11M | Sell |
100,910
-17,369
| -15% | -$1.05M | 0.87% | 40 |
|
|
2014
Q4 | $7.4M | Buy |
118,279
+18,561
| +19% | +$1.16M | 1.16% | 25 |
|
|
2014
Q3 | $6.01M | Buy |
99,718
+5,696
| +6% | +$343K | 0.92% | 33 |
|
|
2014
Q2 | $5.42M | Buy |
94,022
+8,604
| +10% | +$496K | 0.89% | 36 |
|
|
2014
Q1 | $5.19M | Buy |
85,418
+11,290
| +15% | +$685K | 0.84% | 39 |
|
|
2013
Q4 | $4.34M | Buy |
74,128
+1,999
| +3% | +$117K | 0.72% | 51 |
|
|
2013
Q3 | $3.73M | Buy |
72,129
+16,068
| +29% | +$830K | 0.69% | 54 |
|
|
2013
Q2 | $2.96M | Buy |
+56,061
| New | +$2.96M | 0.63% | 59 |
|