Ownership history in STEPH & CO Β· 8 quarters on record
This page tracks every 13F SEC filing in which STEPH & CO reported a position in JPMorgan Active Growth ETF (JGRO). 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 STEPH & CO underperformed the S&P 500 by β1.3% annually on this JGRO position. Timing score: 50% (3/6 decisions correct). Average cost basis: $87.44. Maximum drawdown during holding period: β8.9%.
β οΈ Trailed SPY by 1.3% ann. on this position.
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $76.68 (2024 Q3) Β· Worst: $92.80 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 3 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
π STEPH & CO has been actively increasing its JGRO allocation β a bullish signal from insiders.
Currently 13.32% 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.