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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
2023
Q2 		– Sell
-100
Closed -$13K – 385
2023
Q1 		$13K Buy
+100
New +$13.7K ﹤0.01% 362

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 5,065 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.
  • 5,065 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.