JPM β€” JPMORGAN CHASE & CO

Ownership history in Abel Hall, LLC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which Abel Hall, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.85% (2025 Q4)
πŸ“Š Avg. % of fund
0.66%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

Abel Hall, LLC Γ— JPM AI Analytics

πŸ“ˆ Abel Hall, LLC outperformed the S&P 500 by +14.1% annually on this JPM position. Timing score: 57% (4/7 decisions correct). Average cost basis: $293.68. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+14.1%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 14.1% per year on this position.
7 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 7 add/trim decisions correct

πŸ’° Entry Quality
$293.68
+9.2% vs current ($320.77)

Best entry: $191.89 (2024 Q1)  Β·  Worst: $320.77 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

6 adds Β· 3 trims. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.85% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    JPM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,248 +5,917 +111.0% 0.85% $3.6M $320.77
2025 Q3 REDUCED 5,331 -104 -1.9% 0.68% $1.7M $312.49
2025 Q2 ADDED 5,435 +1,551 +39.9% 0.73% $1.6M $285.83
2025 Q1 REDUCED 3,884 -935 -19.4% 0.57% $953K $240.37
2024 Q4 ADDED 4,819 +108 +2.3% 0.74% $1.2M $233.69
2024 Q3 REDUCED 4,711 -47 -1.0% 0.65% $993K $204.31
2024 Q2 ADDED 4,758 +1,249 +35.6% 0.68% $962K $194.90
2024 Q1 ADDED 3,509 +179 +5.4% 0.53% $703K $191.89
2023 Q4 INITIATED 3,330 β€” β€” 0.48% $566K β€”

🏒 Other funds also holding JPM

As of 2025 Q4 β€” sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
← Back to Abel Hall, LLC Holdings