Ownership history in WESPAC Advisors, LLC Β· 3 quarters on record
This page tracks every 13F SEC filing in which WESPAC Advisors, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JIVE). 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 WESPAC Advisors, LLC outperformed the S&P 500 by +15.2% annually on this JIVE position. Average cost basis: $73.90. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 15.2% per year on this position.
2 quarters analyzed
Best entry: $67.33 (2025 Q2) Β· Worst: $80.28 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
π WESPAC Advisors, LLC has been actively increasing its JIVE allocation β a bullish signal from insiders.
Currently 2.98% 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.