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.
π 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: β35.0%.
β
Outperformed SPY on this position by 4.8% ann.
72 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
30 of 62 add/trim decisions correct
Best entry: $19.85 (2005 Q3) Β· Worst: $312.49 (2025 Q3)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
23 adds Β· 40 trims. Bought during 9 of 20 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.63% 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