Ownership history in IMZ Advisory Inc Β· 8 quarters on record
This page tracks every 13F SEC filing in which IMZ Advisory Inc reported a position in J P MORGAN EXCHANGE TRADED F (JMST). 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 IMZ Advisory Inc underperformed the S&P 500 by β13.6% annually on this JMST position. Timing score: 33% (2/6 decisions correct). Average cost basis: $49.21. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 13.6% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct
Best entry: $48.79 (2024 Q3) Β· Worst: $50.73 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 4 trims. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.59% 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