Ownership history in CAPSTONE CAPITAL LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which CAPSTONE CAPITAL 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 CAPSTONE CAPITAL LLC outperformed the S&P 500 by +21.9% annually on this JPM position. Timing score: 25% (1/4 decisions correct). Average cost basis: $209.70. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 21.9% per year on this position.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $194.90 (2024 Q2) Β· Worst: $312.49 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 3 trims. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.23% 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