Perpetual Investment Management’s JPMorgan Chase JPM Stock Holding History

Perpetual Investment Management’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
2022 Q4	$1.79M	Sell	13,321 -1,666	-11%	-$211K	0.21%	76
2022 Q3	$1.57M	Hold	14,987	–	–	0.23%	74
2022 Q2	$1.69M	Buy	14,987 +3,611	+32%	+$447K	0.25%	84
2022 Q1	$1.55M	Sell	11,376 -15	-0.1%	-$2.21K	0.19%	108
2021 Q4	$1.8M	Sell	11,391 -867	-7%	-$142K	0.21%	109
2021 Q3	$2.01M	Hold	12,258	–	–	0.25%	104
2021 Q2	$1.91M	Sell	12,258 -2,613	-18%	-$410K	0.27%	104
2021 Q1	$2.26M	Buy	14,871 +60	+0.4%	+$8.63K	0.38%	65
2020 Q4	$1.86M	Buy	+14,811	New	+$1.66M	0.27%	88

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Perpetual Investment Management's JPM Position: Q4 2022 in Review

Perpetual Investment Management reduced its JPMorgan Chase (JPM) stake by 11% in Q4 2022, selling an estimated $211K and leaving 13,321 shares worth $1.79M. The position accounts for 0.21% of the portfolio, ranked #76.

Perpetual Investment Management first reported a position in JPM in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.26M in Q1 2021. 3,624 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Perpetual Investment Management held 13,321 shares of JPMorgan Chase worth $1.79M as of Q4 2022.
Perpetual Investment Management sold 1,666 JPMorgan Chase shares in Q4 2022, an estimated $211K.
JPMorgan Chase made up 0.21% of Perpetual Investment Management's portfolio in Q4 2022, its #76 holding.
Perpetual Investment Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's JPMorgan Chase position peaked at $2.26M in Q1 2021.
3,624 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.