Ownership history in UBS Group AG Β· 4 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in J P MORGAN EXCHANGE TRADED F (JDIV). 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 outperformed the S&P 500 by +3.6% annually on this JDIV position. Timing score: 100% (3/3 decisions correct). Average cost basis: $49.65. Maximum drawdown during holding period: β0.0%.
β
Outperformed SPY on this position by 3.6% ann.
3 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $44.77 (2024 Q4) Β· Worst: $50.78 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
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