Ownership history in Caprock Group, LLC Β· 39 quarters on record
This page tracks every 13F SEC filing in which Caprock 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 Caprock Group, LLC outperformed the S&P 500 by +8.8% annually on this JPM position. Timing score: 63% (24/38 decisions correct). Average cost basis: $155.56. Maximum drawdown during holding period: β35.0%.
π₯ Exceptional β beat the S&P 500 by 8.8% per year on this position.
38 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
24 of 38 add/trim decisions correct
Best entry: $45.28 (2016 Q1) Β· Worst: $320.77 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
25 adds Β· 14 trims. Bought during 5 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.71% 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