Ownership history in DMKC Advisory Services, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which DMKC Advisory Services, 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 DMKC Advisory Services, LLC outperformed the S&P 500 by +16.5% annually on this JPM position. Timing score: 50% (2/4 decisions correct). Average cost basis: $245.57. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 16.5% per year on this position.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $233.69 (2024 Q4) Β· Worst: $320.77 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.75% 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