Number of Shares
123,462.00
Current Holdings Value*
$11.46 Mil
% of Portfolio
0.82%
Total Estimate Gain
$2.38 Mil
% of Total Estimate Gain
20.50%

JPMorgan Small Cap Blend Fund's SouthState Corp Holding Summary

As of 2025-03-31, JPMorgan Trust I held 123,462.00 shares of SouthState Corp(SSB), totaling $11.46 Mil. This investment constitutes 0.82% of their stock portfolio, and JPMorgan Trust I now holds 0.12% of the outstanding SouthState Corp(SSB) stock.

The initial trade took place in 2021Q3. And since then JPMorgan Small Cap Blend Fund has made 9 purchases of SSB, at an average price of $78.02, for a total of 148,762.00 shares. In addition, there have been 2 sales at an average price of $75.47 for 25,300.00 shares. Based on historical transaction data and SSB's current price of $97.81, JPMorgan Small Cap Blend Fund's estimated gain on his SSB holdings is $2.38 Mil, reflecting a 20.50% gain to date.

JPMorgan Small Cap Blend Fund SSB ($97.81) Holding Chart

JPMorgan Small Cap Blend Fund SSB ($97.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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