Ownership history in FLC Capital Advisors Β· 28 quarters on record
This page tracks every 13F SEC filing in which FLC Capital Advisors 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 FLC Capital Advisors outperformed the S&P 500 by +18.8% annually on this JPM position. Timing score: 54% (14/26 decisions correct). Average cost basis: $86.08. Maximum drawdown during holding period: β35.0%.
π₯ Exceptional β beat the S&P 500 by 18.8% per year on this position.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
14 of 26 add/trim decisions correct
Best entry: $76.45 (2020 Q1) Β· Worst: $240.37 (2025 Q1)
πͺ Held through 2 major drawdowns (>20%).
13 adds Β· 13 trims. Bought during 3 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.95% 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