Ownership history in SITTNER & NELSON, LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which SITTNER & NELSON, LLC reported a position in JP MORGAN CHASE & CO COM ISIN#US46625H1005 (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 SITTNER & NELSON, LLC outperformed the S&P 500 by +9.7% annually on this JPM position. Timing score: 45% (9/20 decisions correct). Average cost basis: $116.25. Maximum drawdown during holding period: β34.3%.
π₯ Exceptional β beat the S&P 500 by 9.7% per year on this position.
20 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 20 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· 8 trims. Bought during 4 of 5 down-price quarters. π More buys than sells across the holding period.
π SITTNER & NELSON, LLC has been actively increasing its JPM allocation β a bullish signal from insiders.
Currently 1.62% 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