Ownership history in Prentice Wealth Management LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which Prentice Wealth Management LLC reported a position in J P MORGAN EXCHANGE TRADED F (JEPI). 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 Prentice Wealth Management LLC underperformed the S&P 500 by β9.8% annually on this JEPI position. Timing score: 69% (9/13 decisions correct). Average cost basis: $46.48. Maximum drawdown during holding period: β1.5%.
β Significantly underperformed the S&P 500 by 9.8% ann.
13 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 13 add/trim decisions correct
Best entry: $40.09 (2022 Q2) Β· Worst: $56.57 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 5 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
π Prentice Wealth Management LLC has been actively increasing its JEPI allocation β a bullish signal from insiders.
Currently 3.29% 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