JPM β€” J P MORGAN CHASE & CO COM

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.

πŸ” Peak position
2.68% (2006 Q1)
πŸ“Š Avg. % of fund
0.85%
πŸ“… First filed
2002 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
92

Position Intelligence

SHELL ASSET MANAGEMENT CO Γ— JPM AI Analytics

πŸ“ˆ 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: –42.0%.

πŸ“ˆ Position Alpha vs SPY
+6.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 6.3% per year on this position.
91 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
38 of 87 add/trim decisions correct

πŸ’° Entry Quality
$28.62
+991.9% vs current ($312.49)

Best entry: $17.53 (2009 Q1)  Β·  Worst: $285.83 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–42.0%
max drawdown while held

πŸ’ͺ Held through 6 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
34%
buy-side decisions

30 adds Β· 58 trims. Bought during 7 of 28 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ SHELL ASSET MANAGEMENT CO has been actively increasing its JPM allocation β€” a bullish signal from insiders.
Currently 0.96% 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 Q3 REDUCED 30,326 -56,685 -65.1% 0.96% $9.6M $312.49
2025 Q2 ADDED 87,011 +23,248 +36.5% 0.87% $25.2M $285.83
2025 Q1 REDUCED 63,763 -2,401 -3.6% 0.74% $15.6M $240.37
2024 Q4 ADDED 66,164 +179 +0.3% 0.69% $15.9M $233.69
2024 Q3 REDUCED 65,985 -452 -0.7% 0.61% $13.9M $204.31
2024 Q2 REDUCED 66,437 -4,876 -6.8% 0.61% $13.4M $194.90
2024 Q1 ADDED 71,313 +9,138 +14.7% 0.63% $14.3M $191.89
2023 Q4 REDUCED 62,175 -16,275 -20.7% 0.49% $10.6M $161.96
2023 Q3 REDUCED 78,450 -10,871 -12.2% 0.47% $11.4M $137.07
2023 Q2 REDUCED 89,321 -1,696 -1.9% 0.51% $13.0M $136.53
82 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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