JPM β€” JPMorgan Chase & Company Equity

Ownership history in CONNABLE OFFICE INC  Β·  73 quarters on record

This page tracks every 13F SEC filing in which CONNABLE OFFICE INC reported a position in JPMorgan Chase & Company Equity (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.

πŸ” Peak position
1.09% (2015 Q2)
πŸ“Š Avg. % of fund
0.68%
πŸ“… First filed
2004 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
73

Position Intelligence

CONNABLE OFFICE INC Γ— JPM AI Analytics

πŸ“ˆ CONNABLE OFFICE INC outperformed the S&P 500 by +4.8% annually on this JPM position. Timing score: 48% (30/62 decisions correct). Average cost basis: $41.56. Maximum drawdown during holding period: –35.0%.

πŸ“ˆ Position Alpha vs SPY
+4.8%
annualised excess return

βœ… Outperformed SPY on this position by 4.8% ann.
72 quarters analyzed

⏱️ Timing Score
48%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
30 of 62 add/trim decisions correct

πŸ’° Entry Quality
$41.56
+671.8% vs current ($320.77)

Best entry: $19.85 (2005 Q3)  Β·  Worst: $312.49 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–35.0%
max drawdown while held

πŸ’ͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
37%
buy-side decisions

23 adds Β· 40 trims. Bought during 9 of 20 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.63% of portfolio

⚠ 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.

% of Fund (quarterly)    JPM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 21,343 -166 -0.8% 0.63% $6.9M $320.77
2025 Q3 ADDED 21,509 +599 +2.9% 0.63% $6.8M $312.49
2025 Q2 REDUCED 20,910 -855 -3.9% 0.60% $6.1M $285.83
2025 Q1 REDUCED 21,765 -4,060 -15.7% 0.57% $5.3M $240.37
2024 Q4 REDUCED 25,825 -477 -1.8% 0.64% $6.2M $233.69
2024 Q3 REDUCED 26,302 -199 -0.8% 0.56% $5.5M $204.31
2024 Q2 REDUCED 26,501 -1,262 -4.5% 0.58% $5.4M $194.90
2024 Q1 REDUCED 27,763 -1,346 -4.6% 0.63% $5.6M $191.89
2023 Q4 REDUCED 29,109 -894 -3.0% 0.60% $5.0M $161.96
2023 Q3 REDUCED 30,003 -1,252 -4.0% 0.60% $4.4M $137.07
63 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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