SouthState Bank Corp JEPQ β€” J P MORGAN EXCHANGE TRADED NASDAQ EQT PREM

Ownership history in SouthState Bank Corp  Β·  2 quarters on record

AI Ownership Summary

SouthState Bank Corp reported J P MORGAN EXCHANGE TRADED NASDAQ EQT PREM (JEPQ) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows JEPQ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JEPQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SouthState Bank Corp's position in J P MORGAN EXCHANGE TRADED NASDAQ EQT PREM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

JEPQ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SouthState Bank Corp held JEPQ β€” position size vs. price
% of Fund (quarterly)    JEPQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 99.1% +5.5% ❌ 12 -1,388 -99.1% 0.00% $691 2025-11-05 $55.35
2025 Q1 INITIATED β€” β€” β€” 1,400 β€” β€” 0.00% $72K 2025-05-12 $46.84

FAQ About SouthState Bank Corp and JEPQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has SouthState Bank Corp reported owning JEPQ?

SouthState Bank Corp reported JEPQ across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported JEPQ position in SouthState Bank Corp's portfolio?

The largest reported portfolio weight for JEPQ was 0.00% in 2025 Q1.

What is the latest reported JEPQ position on this page?

The most recent filing on this page is 2025 Q3, when SouthState Bank Corp reported 12 shares, equal to 0.00% of portfolio, with an estimated market value of $691.

What does the chart on this JEPQ ownership page compare?

The chart compares SouthState Bank Corp's quarterly JEPQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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