Ownership history in CHANNEL WEALTH LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which CHANNEL WEALTH 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 CHANNEL WEALTH LLC outperformed the S&P 500 by +17.0% annually on this JPM position. Timing score: 82% (9/11 decisions correct). Average cost basis: $191.71. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 17.0% per year on this position.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
9 of 11 add/trim decisions correct
Best entry: $121.37 (2023 Q1) Β· Worst: $320.77 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 2 trims. π Consistently bullish β fund kept accumulating this position.
π CHANNEL WEALTH LLC has been actively increasing its JPM allocation β a bullish signal from insiders.
Currently 1.57% 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