SouthState Corp’s JPMorgan US Value Factor ETF JVAL Stock Holding History

SouthState Corp’s Portfolio JVAL Stock Details JVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-311	Closed	-$12.9K	–	708
2024 Q1	$12.9K	Hold	311	–	–	﹤0.01%	482
2023 Q4	$12K	Buy	+311	New	+$11.1K	﹤0.01%	457

Other funds holding JVAL

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SouthState Corp's JVAL Position: Q2 2024 in Review

SouthState Corp sold out of JPMorgan US Value Factor ETF (JVAL) in Q2 2024, closing a stake of 311 shares — an estimated $12.9K sold.

SouthState Corp first reported a position in JVAL in Q4 2023 and held it in 2 quarters. The position peaked at $12.9K in Q1 2024. 115 funds tracked by Wall St. Rank hold JVAL as of Q2 2024.

SouthState Corp reported no remaining JPMorgan US Value Factor ETF position as of Q2 2024 after selling out during the quarter.
SouthState Corp sold 311 JPMorgan US Value Factor ETF shares in Q2 2024, an estimated $12.9K.
SouthState Corp first reported a position in JPMorgan US Value Factor ETF in Q4 2023 and held it in 2 quarters.
SouthState Corp's JPMorgan US Value Factor ETF position peaked at $12.9K in Q1 2024.
115 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2024.

Based on SouthState Corp's 13F filing for Q2 2024, filed 2 Aug 2024.