Ownership history in FIRST HORIZON CORP Β· 64 quarters on record
This page tracks every 13F SEC filing in which FIRST HORIZON CORP reported a position in MORGAN J P & CO INC COM (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 FIRST HORIZON CORP outperformed the S&P 500 by +7.8% annually on this JPM position. Timing score: 60% (36/60 decisions correct). Average cost basis: $59.29. Maximum drawdown during holding period: β64.6%.
π₯ Exceptional β beat the S&P 500 by 7.8% per year on this position.
63 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
36 of 60 add/trim decisions correct
Best entry: $9.77 (2002 Q3) Β· Worst: $312.49 (2025 Q3)
πͺ Held through 5 major drawdowns (>20%). Diamond-hands conviction.
25 adds Β· 36 trims. Bought during 11 of 24 down-price quarters. π Predominantly trimming β distribution phase.
π FIRST HORIZON CORP has been actively increasing its JPM allocation β a bullish signal from insiders.
Currently 1.94% 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