Ownership history in Bond & Devick Financial Network, Inc. Β· 12 quarters on record
This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. reported a position in J P MORGAN EXCHANGE TRADED F (JCPB). 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 Bond & Devick Financial Network, Inc. underperformed the S&P 500 by β15.7% annually on this JCPB position. Timing score: 50% (5/10 decisions correct). Average cost basis: $43.44. Maximum drawdown during holding period: β3.7%.
β Significantly underperformed the S&P 500 by 15.7% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct
Best entry: $40.70 (2023 Q2) Β· Worst: $46.97 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 1 trim. Bought during 2 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Bond & Devick Financial Network, Inc. has been actively increasing its JCPB allocation β a bullish signal from insiders.
Currently 5.93% 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