Perennial Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
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|
2025
Q1 | $2.38M | Buy |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $1.94M | Sell |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $1.6M | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $951K | Sell |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $1.95M | Sell |
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|
2021
Q3 | $2.02M | Buy |
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|
2021
Q2 | $1.92M | Buy |
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|
2021
Q1 | $1.75M | Sell |
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|
2020
Q4 | $1.47M | Sell |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $742K | Sell |
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|
2020
Q1 | $761K | Sell |
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|
2019
Q4 | $1.23M | Buy |
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