Ownership history in SHELL ASSET MANAGEMENT CO Β· 92 quarters on record
This page tracks every 13F SEC filing in which SHELL ASSET MANAGEMENT CO 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.
π SHELL ASSET MANAGEMENT CO outperformed the S&P 500 by +6.3% annually on this JPM position. Timing score: 44% (38/87 decisions correct). Average cost basis: $28.62. Maximum drawdown during holding period: β42.0%.
π₯ Exceptional β beat the S&P 500 by 6.3% per year on this position.
91 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
38 of 87 add/trim decisions correct
Best entry: $17.53 (2009 Q1) Β· Worst: $285.83 (2025 Q2)
πͺ Held through 6 major drawdowns (>20%). Diamond-hands conviction.
30 adds Β· 58 trims. Bought during 7 of 28 down-price quarters. π Predominantly trimming β distribution phase.
π SHELL ASSET MANAGEMENT CO has been actively increasing its JPM allocation β a bullish signal from insiders.
Currently 0.96% 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