PIA
Perennial Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
10,060
+341
| +4% | +$98.9K | 0.28% | 78 |
|
|
2025
Q1 | $2.38M | Buy |
9,719
+434
| +5% | +$106K | 0.27% | 74 |
|
|
2024
Q4 | $2.23M | Buy |
9,285
+81
| +0.9% | +$19.4K | 0.26% | 74 |
|
|
2024
Q3 | $1.94M | Sell |
9,204
-267
| -3% | -$56.3K | 0.25% | 71 |
|
|
2024
Q2 | $1.92M | Buy |
9,471
+406
| +4% | +$82.1K | 0.27% | 67 |
|
|
2024
Q1 | $1.82M | Sell |
9,065
-325
| -3% | -$65.1K | 0.28% | 69 |
|
|
2023
Q4 | $1.6M | Sell |
9,390
-737
| -7% | -$125K | 0.26% | 71 |
|
|
2023
Q3 | $1.47M | Sell |
10,127
-51
| -0.5% | -$7.4K | 0.27% | 78 |
|
|
2023
Q2 | $1.48M | Sell |
10,178
-80
| -0.8% | -$11.6K | 0.26% | 79 |
|
|
2023
Q1 | $1.34M | Buy |
10,258
+805
| +9% | +$105K | 0.25% | 86 |
|
|
2022
Q4 | $1.27M | Buy |
9,453
+352
| +4% | +$47.2K | 0.52% | 41 |
|
|
2022
Q3 | $951K | Sell |
9,101
-3,536
| -28% | -$369K | 0.43% | 49 |
|
|
2022
Q2 | $1.42M | Buy |
12,637
+326
| +3% | +$36.6K | 0.55% | 38 |
|
|
2022
Q1 | $1.68M | Sell |
12,311
-21
| -0.2% | -$2.87K | 0.53% | 36 |
|
|
2021
Q4 | $1.95M | Sell |
12,332
-16
| -0.1% | -$2.53K | 0.61% | 30 |
|
|
2021
Q3 | $2.02M | Buy |
12,348
+34
| +0.3% | +$5.56K | 0.71% | 26 |
|
|
2021
Q2 | $1.92M | Buy |
12,314
+794
| +7% | +$123K | 0.7% | 27 |
|
|
2021
Q1 | $1.75M | Sell |
11,520
-79
| -0.7% | -$12K | 0.69% | 29 |
|
|
2020
Q4 | $1.47M | Sell |
11,599
-397
| -3% | -$50.5K | 0.63% | 33 |
|
|
2020
Q3 | $1.15M | Buy |
11,996
+4,111
| +52% | +$395K | 0.58% | 36 |
|
|
2020
Q2 | $742K | Sell |
7,885
-569
| -7% | -$53.5K | 0.5% | 45 |
|
|
2020
Q1 | $761K | Sell |
8,454
-354
| -4% | -$31.9K | 0.68% | 33 |
|
|
2019
Q4 | $1.23M | Buy |
+8,808
| New | +$1.23M | 0.97% | 24 |
|