Ownership history in Peterson Wealth Services Β· 17 quarters on record
This page tracks every 13F SEC filing in which Peterson Wealth Services 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 Peterson Wealth Services outperformed the S&P 500 by +12.0% annually on this JPM position. Timing score: 62% (10/16 decisions correct). Average cost basis: $202.68. Maximum drawdown during holding period: β32.5%.
π₯ Exceptional β beat the S&P 500 by 12.0% per year on this position.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 16 add/trim decisions correct
Best entry: $95.76 (2022 Q3) Β· Worst: $320.77 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 4 trims. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Peterson Wealth Services has been actively increasing its JPM allocation β a bullish signal from insiders.
Currently 4.11% 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