Perpetual Ltd’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.76M | Buy |
20,652
+4,555
| +28% | +$1.41M | 0.1% | 123 |
|
|
2026
Q1 | $4.74M | Buy |
16,097
+2,151
| +15% | +$653K | 0.07% | 121 |
|
|
2025
Q4 | $4.49M | Buy |
13,946
+4,607
| +49% | +$1.43M | 0.07% | 135 |
|
|
2025
Q3 | $2.95M | Buy |
9,339
+1,292
| +16% | +$384K | 0.04% | 167 |
|
|
2025
Q2 | $2.33M | Sell |
8,047
-4,083
| -34% | -$1.04M | 0.03% | 182 |
|
|
2025
Q1 | $2.98M | Buy |
12,130
+1,548
| +15% | +$395K | 0.04% | 164 |
|
|
2024
Q4 | $2.54M | Sell |
10,582
-881
| -8% | -$205K | 0.03% | 172 |
|
|
2024
Q3 | $2.42M | Buy |
11,463
+342
| +3% | +$72K | 0.03% | 173 |
|
|
2024
Q2 | $2.25M | Sell |
11,121
-1,783
| -14% | -$349K | 0.02% | 202 |
|
|
2024
Q1 | $2.58M | Sell |
12,904
-2,182
| -14% | -$394K | 0.03% | 196 |
|
|
2023
Q4 | $2.57M | Sell |
15,086
-4,076
| -21% | -$618K | 0.03% | 188 |
|
|
2023
Q3 | $2.78M | Sell |
19,162
-236
| -1% | -$35.4K | 0.03% | 193 |
|
|
2023
Q2 | $2.82M | Sell |
19,398
-73
| -0.4% | -$10K | 0.02% | 213 |
|
|
2023
Q1 | $2.54M | Buy |
+19,471
| New | +$2.67M | 0.02% | 222 |
|
|
2020
Q3 | $1.43M | Hold |
14,811
| – | – | 0.1% | 178 |
|
|
2020
Q2 | $1.39M | Buy |
+14,811
| New | +$1.41M | 0.13% | 125 |
|
|
2020
Q1 | – | Sell |
-14,811
| Closed | -$2.06M | – | 212 |
|
|
2019
Q4 | $2.06M | Hold |
14,811
| – | – | 0.31% | 57 |
|
|
2019
Q3 | $1.74M | Hold |
14,811
| – | – | 0.27% | 59 |
|
|
2019
Q2 | $1.66M | Sell |
14,811
-6,706
| -31% | -$739K | 0.26% | 58 |
|
|
2019
Q1 | $2.18M | Buy |
21,517
+394
| +2% | +$40.6K | 0.32% | 54 |
|
|
2018
Q4 | $2.04M | Sell |
21,123
-1,027
| -5% | -$109K | 0.31% | 55 |
|
|
2018
Q3 | $2.5M | Hold |
22,150
| – | – | 0.34% | 55 |
|
|
2018
Q2 | $2.31M | Buy |
22,150
+1,325
| +6% | +$145K | 0.28% | 60 |
|
|
2018
Q1 | $2.29M | Sell |
20,825
-4,026
| -16% | -$456K | 0.31% | 53 |
|
|
2017
Q4 | $2.69M | Buy |
24,851
+6,065
| +32% | +$614K | 0.35% | 55 |
|
|
2017
Q3 | $1.82M | Sell |
18,786
-103,420
| -85% | -$9.54M | 0.25% | 62 |
|
|
2017
Q2 | $11.2M | Sell |
122,206
-8,400
| -6% | -$725K | 0.87% | 31 |
|
|
2017
Q1 | $11.3M | Sell |
130,606
-26,400
| -17% | -$2.33M | 1.12% | 25 |
|
|
2016
Q4 | $13.5M | Buy |
157,006
+83,870
| +115% | +$6.4M | 2.06% | 12 |
|
|
2016
Q3 | $4.87M | Buy |
73,136
+34,361
| +89% | +$2.24M | 0.4% | 65 |
|
|
2016
Q2 | $2.41M | Sell |
38,775
-154,249
| -80% | -$9.63M | 0.24% | 98 |
|
|
2016
Q1 | $11.4M | Buy |
193,024
+155,749
| +418% | +$9.1M | 1.16% | 23 |
|
|
2015
Q4 | $2.46M | Buy |
37,275
+6,700
| +22% | +$436K | 0.27% | 87 |
|
|
2015
Q3 | $1.86M | Sell |
30,575
-5,900
| -16% | -$386K | 0.22% | 92 |
|
|
2015
Q2 | $2.47M | Sell |
36,475
-1,600
| -4% | -$104K | 0.28% | 83 |
|
|
2015
Q1 | $2.31M | Sell |
38,075
-89,521
| -70% | -$5.3M | 0.26% | 90 |
|
|
2014
Q4 | $7.99M | Sell |
127,596
-26,770
| -17% | -$1.61M | 0.94% | 24 |
|
|
2014
Q3 | $9.3M | Sell |
154,366
-69,789
| -31% | -$4.08M | 1% | 23 |
|
|
2014
Q2 | $12.9M | Sell |
224,155
-6,420
| -3% | -$361K | 1.14% | 13 |
|
|
2014
Q1 | $14M | Sell |
230,575
-292,519
| -56% | -$16.9M | 2.06% | 7 |
|
|
2013
Q4 | $30.6M | Buy |
523,094
+252,879
| +94% | +$13.9M | 4.02% | 2 |
|
|
2013
Q3 | $14M | Sell |
270,215
-91,355
| -25% | -$4.9M | 1.96% | 8 |
|
|
2013
Q2 | $19.1M | Buy |
+361,570
| New | +$18.4M | 2.87% | 3 |
|
Other funds holding JPM
RG
TWC
ATO
Perpetual Ltd's JPM Position: Q2 2026 in Review
Perpetual Ltd increased its JPMorgan Chase (JPM) stake by 28% in Q2 2026, buying an estimated $1.41M and bringing the position to 20,652 shares worth $6.76M. The position accounts for 0.1% of the portfolio, ranked #123.
Perpetual Ltd first reported a position in JPM in Q2 2013 and has held it in 43 quarters since. The position peaked at $30.6M in Q4 2013. 2,124 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Perpetual Ltd held 20,652 shares of JPMorgan Chase worth $6.76M as of Q2 2026.
- Perpetual Ltd bought 4,555 JPMorgan Chase shares in Q2 2026, an estimated $1.41M.
- JPMorgan Chase made up 0.1% of Perpetual Ltd's portfolio in Q2 2026, its #123 holding.
- Perpetual Ltd first reported a position in JPMorgan Chase in Q2 2013 and has held it in 43 quarters since.
- Perpetual Ltd's JPMorgan Chase position peaked at $30.6M in Q4 2013.
- 2,124 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.