Ownership history in Advisory Resource Group Β· 14 quarters on record
This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in J P MORGAN EXCHANGE TRADED F (JEPQ). 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.
π Advisory Resource Group outperformed the S&P 500 by +0.5% annually on this JEPQ position. Timing score: 62% (8/13 decisions correct). Average cost basis: $41.30. Maximum drawdown during holding period: β6.6%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
13 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 13 add/trim decisions correct
Best entry: $28.28 (2022 Q3) Β· Worst: $57.16 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 5 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
π Advisory Resource Group has been actively increasing its JEPQ allocation β a bullish signal from insiders.
Currently 1.41% of portfolio
β 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.
As of 2025 Q4 β sorted by position size