JPMorgan Chase & Co. shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 8.9k | 315.46 |
| 2025-06-30 | $2.9M | 10k | 289.89 |
| 2025-03-31 | $2.4M | 9.7k | 245.27 |
| 2024-12-31 | $2.2M | 9.3k | 239.79 |
| 2024-09-30 | $1.9M | 9.2k | 210.88 |
| 2024-06-30 | $1.9M | 9.5k | 202.28 |
| 2024-03-31 | $1.8M | 9.1k | 200.36 |
| 2023-09-30 | $1.5M | 10k | 145.04 |
| 2023-06-30 | $1.5M | 10k | 145.46 |
| 2023-03-31 | $1.3M | 10k | 130.28 |
| 2022-12-31 | $1.3M | 9.5k | 134.11 |
| 2022-09-30 | $951k | 9.1k | 104.49 |
| 2022-06-30 | $1.4M | 13k | 112.29 |
| 2022-03-31 | $1.7M | 12k | 136.46 |
| 2021-12-31 | $2.0M | 12k | 158.37 |
| 2021-09-30 | $2.0M | 12k | 163.51 |
| 2021-06-30 | $1.9M | 12k | 155.51 |
| 2021-03-31 | $1.8M | 12k | 152.26 |
| 2020-12-31 | $1.5M | 12k | 127.08 |
| 2020-09-30 | $1.2M | 12k | 96.20 |
| 2020-06-30 | $742k | 7.9k | 94.10 |
| 2020-03-31 | $761k | 8.5k | 90.02 |
| 2019-12-31 | $1.2M | 8.8k | 139.53 |
More positions owned by Perennial Investment Advisors
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