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Perennial Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Perennial Investment Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.48M Buy
10,630
+1,750
+20% +$543K 0.23% 86
2026
Q1 		$2.61M Sell
8,880
-508
-5% -$154K 0.21% 95
2025
Q4 		$3.03M Buy
9,388
+498
+6% +$154K 0.24% 84
2025
Q3 		$2.8M Sell
8,890
-1,170
-12% -$348K 0.23% 87
2025
Q2 		$2.92M Buy
10,060
+341
+4% +$87K 0.28% 78
2025
Q1 		$2.38M Buy
9,719
+434
+5% +$111K 0.27% 74
2024
Q4 		$2.23M Buy
9,285
+81
+0.9% +$18.9K 0.26% 74
2024
Q3 		$1.94M Sell
9,204
-267
-3% -$56.2K 0.25% 71
2024
Q2 		$1.92M Buy
9,471
+406
+4% +$79.4K 0.27% 67
2024
Q1 		$1.82M Sell
9,065
-325
-3% -$58.6K 0.28% 69
2023
Q4 		$1.6M Sell
9,390
-737
-7% -$112K 0.26% 71
2023
Q3 		$1.47M Sell
10,127
-51
-0.5% -$7.64K 0.27% 78
2023
Q2 		$1.48M Sell
10,178
-80
-0.8% -$11K 0.26% 80
2023
Q1 		$1.34M Buy
10,258
+805
+9% +$110K 0.25% 86
2022
Q4 		$1.27M Buy
9,453
+352
+4% +$44.6K 0.52% 41
2022
Q3 		$951K Sell
9,101
-3,536
-28% -$406K 0.43% 49
2022
Q2 		$1.42M Buy
12,637
+326
+3% +$40.4K 0.55% 38
2022
Q1 		$1.68M Sell
12,311
-21
-0.2% -$3.1K 0.53% 36
2021
Q4 		$1.95M Sell
12,332
-16
-0.1% -$2.63K 0.61% 30
2021
Q3 		$2.02M Buy
12,348
+34
+0.3% +$5.33K 0.71% 26
2021
Q2 		$1.92M Buy
12,314
+794
+7% +$125K 0.7% 27
2021
Q1 		$1.75M Sell
11,520
-79
-0.7% -$11.4K 0.69% 29
2020
Q4 		$1.47M Sell
11,599
-397
-3% -$44.4K 0.63% 33
2020
Q3 		$1.15M Buy
11,996
+4,111
+52% +$404K 0.58% 36
2020
Q2 		$742K Sell
7,885
-569
-7% -$54K 0.5% 45
2020
Q1 		$761K Sell
8,454
-354
-4% -$43K 0.68% 33
2019
Q4 		$1.23M Buy
+8,808
New +$1.13M 0.97% 24

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Perennial Investment Advisors's JPM Position: Q2 2026 in Review

Perennial Investment Advisors increased its JPMorgan Chase (JPM) stake by 20% in Q2 2026, buying an estimated $543K and bringing the position to 10,630 shares worth $3.48M. The position accounts for 0.23% of the portfolio, ranked #86.

Perennial Investment Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Perennial Investment Advisors held 10,630 shares of JPMorgan Chase worth $3.48M as of Q2 2026.
  • Perennial Investment Advisors bought 1,750 JPMorgan Chase shares in Q2 2026, an estimated $543K.
  • JPMorgan Chase made up 0.23% of Perennial Investment Advisors's portfolio in Q2 2026, its #86 holding.
  • Perennial Investment Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.