Ownership history in UBS Group AG Β· 19 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in JP MORGAN EXCHANGE TRADED FD (JPIB). 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 UBS Group AG underperformed the S&P 500 by β19.9% annually on this JPIB position. Timing score: 65% (11/17 decisions correct). Average cost basis: $39.27. Maximum drawdown during holding period: β10.1%.
β Significantly underperformed the S&P 500 by 19.9% ann.
17 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 17 add/trim decisions correct
Best entry: $35.69 (2018 Q4) Β· Worst: $47.83 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 8 trims. Bought during 5 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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