Ownership history in GAM Holding AG Β· 65 quarters on record
This page tracks every 13F SEC filing in which GAM Holding AG reported a position in J.P. Morgan Chase & Co. Com. USD1. 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 GAM Holding AG outperformed the S&P 500 by +4.7% annually on this JPM position. Timing score: 44% (28/64 decisions correct). Average cost basis: $38.15. Maximum drawdown during holding period: β35.0%.
β
Outperformed SPY on this position by 4.7% ann.
64 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
28 of 64 add/trim decisions correct
Best entry: $20.31 (2011 Q3) Β· Worst: $320.77 (2025 Q4)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
32 adds Β· 33 trims. Bought during 7 of 17 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.14% 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