SouthState Bank Corp JCPB — J P MORGAN EXCHANGE TRADED COFREPLUS BD

Ownership history in SouthState Bank Corp  ·  5 quarters on record

AI Ownership Summary

SouthState Bank Corp reported J P MORGAN EXCHANGE TRADED COFREPLUS BD (JCPB) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 2.06% in 2025 Q1. The latest visible filing shows JCPB at 0.85% 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 JCPB 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 COFREPLUS BD, 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
2026 Q1

JCPB was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.06% 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 2026 Q1

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.

JCPB stock page SouthState Bank Corp fund profile SouthState Bank Corp full holdings
How SouthState Bank Corp held JCPB — position size vs. price
% of Fund (quarterly)    JCPB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 386,936 -15,401 -3.8% 0.85% $18.2M 2026-05-05 $46.79
2025 Q4 REDUCED — — — 402,337 -5,814 -1.4% 0.85% $19.1M 2026-02-11 $47.00
2025 Q3 REDUCED 49.2% +1.5% ❌ 408,151 -395,505 -49.2% 0.89% $19.4M 2025-11-05 $46.19
2025 Q2 REDUCED 16.3% +2.3% ❌ 803,656 -156,553 -16.3% 1.65% $37.8M 2025-08-06 $45.34
2025 Q1 INITIATED — — — 960,209 — — 2.06% $45.2M 2025-05-12 $43.97

🏢 Other funds also holding JCPB

As of 2026 Q1 — sorted by position size

46 Peaks LLC 20.94% First Washington CORP 3Y 7Y 20.58% D.B. Root & Company, LLC 3Y 7Y 17.33% Grant Street Asset Management, Inc. 3Y 15.96% Alpine Bank Wealth Management 13.17% Wiser Wealth Management, Inc 3Y 13.05% CORE WEALTH ADVISORS, LLC 12.37% First Pacific Financial 3Y 12.16% INVESTMENT COUNSEL CO OF NEVADA 11.1% Hughes Financial Services, LLC 10.9%

FAQ About SouthState Bank Corp and JCPB

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 JCPB?

SouthState Bank Corp reported JCPB across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for JCPB was 2.06% in 2025 Q1.

What is the latest reported JCPB position on this page?

The most recent filing on this page is 2026 Q1, when SouthState Bank Corp reported 386,936 shares, equal to 0.85% of portfolio, with an estimated market value of $18.2M.

What does the chart on this JCPB ownership page compare?

The chart compares SouthState Bank Corp's quarterly JCPB 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.

How well did SouthState Bank Corp time their JCPB position?

Based on 13F filing dates vs. subsequent JCPB price moves, SouthState Bank Corp correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on JCPB relative to SPY over the holding period was -15.5%.

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