Ownership history in FOX RUN MANAGEMENT, L.L.C. Β· 24 quarters on record
This page tracks every 13F SEC filing in which FOX RUN MANAGEMENT, L.L.C. 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 FOX RUN MANAGEMENT, L.L.C. outperformed the S&P 500 by +12.4% annually on this JPM position. Timing score: 43% (10/23 decisions correct). Average cost basis: $110.92. Maximum drawdown during holding period: β32.5%.
π₯ Exceptional β beat the S&P 500 by 12.4% per year on this position.
23 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
10 of 23 add/trim decisions correct
Best entry: $50.16 (2015 Q4) Β· Worst: $240.37 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 13 trims. Bought during 1 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.05% 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