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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Perennial Investment Advisors's JPM Position: Q1 2026 in Review

Perennial Investment Advisors reduced its JPMorgan Chase (JPM) stake by 5.4% in Q1 2026, selling an estimated $154K and leaving 8,880 shares worth $2.61M. The position accounts for 0.21% of the portfolio, ranked #95.

Perennial Investment Advisors first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.03M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Perennial Investment Advisors held 8,880 shares of JPMorgan Chase worth $2.61M as of Q1 2026.
  • Perennial Investment Advisors sold 508 JPMorgan Chase shares in Q1 2026, an estimated $154K.
  • JPMorgan Chase made up 0.21% of Perennial Investment Advisors's portfolio in Q1 2026, its #95 holding.
  • Perennial Investment Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's JPMorgan Chase position peaked at $3.03M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.