Ownership history in ADVOCATE GROUP LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which ADVOCATE GROUP 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.
π ADVOCATE GROUP LLC outperformed the S&P 500 by +16.4% annually on this JPM position. Timing score: 57% (8/14 decisions correct). Average cost basis: $143.06. Maximum drawdown during holding period: β6.4%.
π₯ Exceptional β beat the S&P 500 by 16.4% per year on this position.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 14 add/trim decisions correct
Best entry: $95.76 (2022 Q3) Β· Worst: $204.31 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 5 trims. Bought during 2 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.81% 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