Ownership history in PACES FERRY WEALTH ADVISORS, LLC Β· 22 quarters on record
This page tracks every 13F SEC filing in which PACES FERRY WEALTH ADVISORS, LLC 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 PACES FERRY WEALTH ADVISORS, LLC outperformed the S&P 500 by +13.2% annually on this JPM position. Timing score: 40% (8/20 decisions correct). Average cost basis: $89.66. Maximum drawdown during holding period: β34.3%.
π₯ Exceptional β beat the S&P 500 by 13.2% per year on this position.
21 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 20 add/trim decisions correct
Best entry: $83.40 (2020 Q3) Β· Worst: $240.37 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 10 trims. Bought during 4 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.44% 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