JPM β€” J P MORGAN CHASE & CO COM

Ownership history in PRUDENTIAL FINANCIAL INC  Β·  97 quarters on record

This page tracks every 13F SEC filing in which PRUDENTIAL FINANCIAL INC reported a position in J P MORGAN CHASE & CO 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.

πŸ” Peak position
1.77% (2009 Q3)
πŸ“Š Avg. % of fund
1.13%
πŸ“… First filed
2001 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
97

Position Intelligence

PRUDENTIAL FINANCIAL INC Γ— JPM AI Analytics

πŸ“ˆ PRUDENTIAL FINANCIAL INC outperformed the S&P 500 by +6.0% annually on this JPM position. Timing score: 48% (46/96 decisions correct). Average cost basis: $36.64. Maximum drawdown during holding period: –46.2%.

πŸ“ˆ Position Alpha vs SPY
+6.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 6.0% per year on this position.
96 quarters analyzed

⏱️ Timing Score
48%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
46 of 96 add/trim decisions correct

πŸ’° Entry Quality
$36.64
+775.5% vs current ($320.77)

Best entry: $9.77 (2002 Q3)  Β·  Worst: $312.49 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–46.2%
max drawdown while held

πŸ’ͺ Held through 7 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
42%
buy-side decisions

41 adds Β· 56 trims. Bought during 16 of 31 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.87% of portfolio

⚠ 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.

% of Fund (quarterly)    JPM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,238,773 -620,243 -21.7% 0.87% $721.4M $320.77
2025 Q3 ADDED 2,859,016 +318,947 +12.6% 1.07% $901.8M $312.49
2025 Q2 REDUCED 2,540,069 -188,806 -6.9% 0.95% $736.4M $285.83
2025 Q1 REDUCED 2,728,875 -151,642 -5.3% 0.95% $669.4M $240.37
2024 Q4 REDUCED 2,880,517 -298,676 -9.4% 0.95% $690.5M $233.69
2024 Q3 REDUCED 3,179,193 -216,034 -6.4% 0.94% $670.4M $204.31
2024 Q2 ADDED 3,395,227 +57,615 +1.7% 1.03% $686.7M $194.90
2024 Q1 ADDED 3,337,612 +129,342 +4.0% 0.94% $668.5M $191.89
2023 Q4 REDUCED 3,208,270 -423,248 -11.7% 0.81% $538.4M $161.96
2023 Q3 REDUCED 3,631,518 -38,509 -1.0% 0.83% $526.6M $137.07
87 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding JPM

As of 2025 Q4 β€” sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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