PL
Perpetual Ltd’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
8,047
-4,083
| -34% | -$1.18M | 0.03% | 182 |
|
|
2025
Q1 | $2.98M | Buy |
12,130
+1,548
| +15% | +$380K | 0.04% | 164 |
|
|
2024
Q4 | $2.54M | Sell |
10,582
-881
| -8% | -$211K | 0.03% | 172 |
|
|
2024
Q3 | $2.42M | Buy |
11,463
+342
| +3% | +$72.1K | 0.03% | 173 |
|
|
2024
Q2 | $2.25M | Sell |
11,121
-1,783
| -14% | -$361K | 0.02% | 202 |
|
|
2024
Q1 | $2.58M | Sell |
12,904
-2,182
| -14% | -$437K | 0.03% | 196 |
|
|
2023
Q4 | $2.57M | Sell |
15,086
-4,076
| -21% | -$693K | 0.03% | 188 |
|
|
2023
Q3 | $2.78M | Sell |
19,162
-236
| -1% | -$34.2K | 0.03% | 193 |
|
|
2023
Q2 | $2.82M | Sell |
19,398
-73
| -0.4% | -$10.6K | 0.02% | 213 |
|
|
2023
Q1 | $2.54M | Buy |
+19,471
| New | +$2.54M | 0.02% | 222 |
|
|
2020
Q3 | $1.43M | Hold |
14,811
| – | – | 0.1% | 178 |
|
|
2020
Q2 | $1.39M | Buy |
+14,811
| New | +$1.39M | 0.13% | 125 |
|
|
2020
Q1 | – | Sell |
-14,811
| Closed | -$2.06M | – | 211 |
|
|
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% | -$750K | 0.26% | 58 |
|
|
2019
Q1 | $2.18M | Buy |
21,517
+394
| +2% | +$39.9K | 0.32% | 54 |
|
|
2018
Q4 | $2.05M | Sell |
21,123
-1,027
| -5% | -$99.4K | 0.31% | 55 |
|
|
2018
Q3 | $2.5M | Hold |
22,150
| – | – | 0.34% | 55 |
|
|
2018
Q2 | $2.31M | Buy |
22,150
+1,325
| +6% | +$138K | 0.28% | 60 |
|
|
2018
Q1 | $2.29M | Sell |
20,825
-4,026
| -16% | -$443K | 0.31% | 53 |
|
|
2017
Q4 | $2.69M | Buy |
24,851
+6,065
| +32% | +$655K | 0.35% | 55 |
|
|
2017
Q3 | $1.83M | Sell |
18,786
-103,420
| -85% | -$10M | 0.25% | 62 |
|
|
2017
Q2 | $11.2M | Sell |
122,206
-8,400
| -6% | -$768K | 0.87% | 31 |
|
|
2017
Q1 | $11.3M | Sell |
130,606
-26,400
| -17% | -$2.28M | 1.12% | 25 |
|
|
2016
Q4 | $13.5M | Buy |
157,006
+83,870
| +115% | +$7.24M | 2.06% | 12 |
|
|
2016
Q3 | $4.87M | Buy |
73,136
+34,361
| +89% | +$2.29M | 0.4% | 65 |
|
|
2016
Q2 | $2.41M | Sell |
38,775
-154,249
| -80% | -$9.58M | 0.24% | 98 |
|
|
2016
Q1 | $11.4M | Buy |
193,024
+155,749
| +418% | +$9.22M | 1.16% | 23 |
|
|
2015
Q4 | $2.46M | Buy |
37,275
+6,700
| +22% | +$442K | 0.27% | 87 |
|
|
2015
Q3 | $1.86M | Sell |
30,575
-5,900
| -16% | -$360K | 0.22% | 92 |
|
|
2015
Q2 | $2.47M | Sell |
36,475
-1,600
| -4% | -$108K | 0.28% | 83 |
|
|
2015
Q1 | $2.31M | Sell |
38,075
-89,521
| -70% | -$5.42M | 0.26% | 90 |
|
|
2014
Q4 | $7.99M | Sell |
127,596
-26,770
| -17% | -$1.68M | 0.94% | 24 |
|
|
2014
Q3 | $9.3M | Sell |
154,366
-69,789
| -31% | -$4.2M | 1% | 23 |
|
|
2014
Q2 | $12.9M | Sell |
224,155
-6,420
| -3% | -$370K | 1.14% | 13 |
|
|
2014
Q1 | $14M | Sell |
230,575
-292,519
| -56% | -$17.8M | 2.06% | 7 |
|
|
2013
Q4 | $30.6M | Buy |
523,094
+252,879
| +94% | +$14.8M | 4.02% | 2 |
|
|
2013
Q3 | $14M | Sell |
270,215
-91,355
| -25% | -$4.72M | 1.96% | 8 |
|
|
2013
Q2 | $19.1M | Buy |
+361,570
| New | +$19.1M | 2.87% | 3 |
|