| Quarter | Score |
|---|---|
| 2022-Q1 | 49.6 |
| 2022-Q3 | 78.3 |
| 2022-Q4 | 49.7 |
| 2023-Q1 | 49.1 |
| 2023-Q2 | 63.4 |
| 2023-Q3 | 56.5 |
| 2023-Q4 | 65.9 |
| 2024-Q1 | 70.7 |
| 2024-Q2 | 74.8 |
| 2024-Q3 | 57.9 |
| 2024-Q4 | 58.4 |
| 2025-Q1 | 59.6 |
| 2025-Q2 | 63.1 |
| 2025-Q3 | 62.6 |
| 2025-Q4 | 62.9 |
| 2026-Q1 | 63.1 |
| 2026-Q2 | 63.2 |
Active institutional exit or low consensus; avoid or liquidate
Trading +58.5% above funds' purchase price — elevated pullback risk
1 of 18 tracked funds hold JPM. Avg conviction: 0.1%. Net trimming. First tracked at $210.86 (current +58.5% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Citadel Advisors | 0.1% | Reduce |