PA
Perennial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
56,016
-106
| -0.2% | -$30.7K | 3.02% | 7 |
|
|
2025
Q1 | $13.8M | Sell |
56,122
-1,047
| -2% | -$257K | 2.75% | 9 |
|
|
2024
Q4 | $13.7M | Buy |
+57,169
| New | +$13.7M | 2.98% | 9 |
|
|
2024
Q2 | $11.7M | Sell |
57,657
-776
| -1% | -$157K | 2.61% | 10 |
|
|
2024
Q1 | $11.7M | Sell |
58,433
-1,371
| -2% | -$275K | 2.72% | 9 |
|
|
2023
Q4 | $10.2M | Buy |
59,804
+490
| +0.8% | +$83.3K | 2.5% | 8 |
|
|
2023
Q3 | $8.6M | Buy |
59,314
+198
| +0.3% | +$28.7K | 2.32% | 9 |
|
|
2023
Q2 | $8.6M | Buy |
59,116
+1,164
| +2% | +$169K | 2.19% | 12 |
|
|
2023
Q1 | $7.55M | Sell |
57,952
-685
| -1% | -$89.3K | 2.16% | 14 |
|
|
2022
Q4 | $7.86M | Sell |
58,637
-1,873
| -3% | -$251K | 2.5% | 10 |
|
|
2022
Q3 | $6.32M | Buy |
60,510
+375
| +0.6% | +$39.2K | 2.07% | 20 |
|
|
2022
Q2 | $6.77M | Buy |
60,135
+1,010
| +2% | +$114K | 2.11% | 18 |
|
|
2022
Q1 | $8.06M | Buy |
59,125
+2,508
| +4% | +$342K | 2.14% | 16 |
|
|
2021
Q4 | $8.97M | Buy |
56,617
+971
| +2% | +$154K | 2.42% | 10 |
|
|
2021
Q3 | $9.11M | Buy |
55,646
+1,022
| +2% | +$167K | 2.68% | 6 |
|
|
2021
Q2 | $8.5M | Buy |
54,624
+1,150
| +2% | +$179K | 2.47% | 9 |
|
|
2021
Q1 | $8.14M | Buy |
53,474
+1,467
| +3% | +$223K | 2.56% | 8 |
|
|
2020
Q4 | $6.61M | Buy |
52,007
+1,950
| +4% | +$248K | 2.33% | 15 |
|
|
2020
Q3 | $4.82M | Buy |
50,057
+1,201
| +2% | +$116K | 1.97% | 22 |
|
|
2020
Q2 | $4.6M | Buy |
48,856
+2,661
| +6% | +$250K | 1.95% | 16 |
|
|
2020
Q1 | $4.16M | Buy |
46,195
+1,790
| +4% | +$161K | 2.32% | 11 |
|
|
2019
Q4 | $6.19M | Sell |
44,405
-150
| -0.3% | -$20.9K | 2.97% | 6 |
|
|
2019
Q3 | $5.24M | Buy |
44,555
+1,178
| +3% | +$139K | 2.72% | 7 |
|
|
2019
Q2 | $4.85M | Buy |
43,377
+1,592
| +4% | +$178K | 2.58% | 10 |
|
|
2019
Q1 | $4.23M | Sell |
41,785
-1,270
| -3% | -$129K | 2.41% | 11 |
|
|
2018
Q4 | $4.2M | Buy |
43,055
+1,438
| +3% | +$140K | 2.72% | 7 |
|
|
2018
Q3 | $4.7M | Sell |
41,617
-233
| -0.6% | -$26.3K | 2.7% | 6 |
|
|
2018
Q2 | $4.36M | Buy |
41,850
+715
| +2% | +$74.5K | 2.69% | 6 |
|
|
2018
Q1 | $4.52M | Buy |
41,135
+4,396
| +12% | +$483K | 2.86% | 4 |
|
|
2017
Q4 | $3.93M | Sell |
36,739
-704
| -2% | -$75.3K | 2.44% | 8 |
|
|
2017
Q3 | $3.58M | Buy |
37,443
+1,416
| +4% | +$135K | 2.42% | 8 |
|
|
2017
Q2 | $3.29M | Buy |
36,027
+2,140
| +6% | +$196K | 2.39% | 8 |
|
|
2017
Q1 | $2.98M | Sell |
33,887
-833
| -2% | -$73.2K | 2.29% | 11 |
|
|
2016
Q4 | $3M | Buy |
+34,720
| New | +$3M | 2.49% | 7 |
|