JPMorgan Chase & Co. shares owned by Perennial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Perennial Advisors
from 13F filings
Historical chart of Perennial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Perennial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 56k | 315.43 |
| 2025-06-30 | $16M | 56k | 289.91 |
| 2025-03-31 | $14M | 56k | 245.30 |
| 2024-12-31 | $14M | 57k | 239.71 |
| 2024-06-30 | $12M | 58k | 202.26 |
| 2024-03-31 | $12M | 58k | 200.30 |
| 2023-12-31 | $10M | 60k | 170.10 |
| 2023-09-30 | $8.6M | 59k | 145.02 |
| 2023-06-30 | $8.6M | 59k | 145.44 |
| 2023-03-31 | $7.6M | 58k | 130.31 |
| 2022-12-31 | $7.9M | 59k | 134.10 |
| 2022-09-30 | $6.3M | 61k | 104.50 |
| 2022-06-30 | $6.8M | 60k | 112.61 |
| 2022-03-31 | $8.1M | 59k | 136.32 |
| 2021-12-31 | $9.0M | 57k | 158.34 |
| 2021-09-30 | $9.1M | 56k | 163.70 |
| 2021-06-30 | $8.5M | 55k | 155.54 |
| 2021-03-31 | $8.1M | 54k | 152.22 |
| 2020-12-31 | $6.6M | 52k | 127.08 |
| 2020-09-30 | $4.8M | 50k | 96.27 |
| 2020-06-30 | $4.6M | 49k | 94.05 |
| 2020-03-31 | $4.2M | 46k | 90.03 |
| 2019-12-31 | $6.2M | 44k | 139.40 |
| 2019-09-30 | $5.2M | 45k | 117.70 |
| 2019-06-30 | $4.8M | 43k | 111.81 |
| 2019-03-31 | $4.2M | 42k | 101.23 |
| 2018-12-31 | $4.2M | 43k | 97.62 |
| 2018-09-30 | $4.7M | 42k | 112.84 |
| 2018-06-30 | $4.4M | 42k | 104.21 |
| 2018-03-31 | $4.5M | 41k | 109.98 |
| 2017-12-31 | $3.9M | 37k | 106.94 |
| 2017-09-30 | $3.6M | 37k | 95.51 |
| 2017-06-30 | $3.3M | 36k | 91.40 |
| 2017-03-31 | $3.0M | 34k | 87.85 |
| 2016-12-31 | $3.0M | 35k | 86.29 |