Perennial Advisors, LLC Jpmorgan Chase & CO Transaction History

Perennial Advisors, LLC

  • $427 Million
  • Q1 2024

A detailed history of Perennial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Perennial Advisors, LLC holds 58,433 shares of JPM stock, worth $11.8 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares
58,433
Previous 59,804 2.29%
Holding current value
$11.8 Million
Previous $10.2 Million 15.06%
% of portfolio
2.74%
Previous 2.51%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
SELL
$167.09 - $200.3 $229,080 - $274,611
-1,371 Reduced 2.29%
58,433 $11.7 Million
Q4 2023

Jan 25, 2024
BUY
$135.69 - $170.3 $66,488 - $83,447
490 Added 0.83%
59,804 $10.2 Million
Q3 2023

Oct 17, 2023
BUY
$143.21 - $158.0 $28,355 - $31,284
198 Added 0.33%
59,314 $8.6 Million
Q2 2023

Aug 01, 2023
BUY
$127.47 - $145.44 $148,375 - $169,292
1,164 Added 2.01%
59,116 $8.6 Million
Q1 2023

May 12, 2023
SELL
$124.91 - $143.8 $85,563 - $98,503
-685 Reduced 1.17%
57,952 $7.55 Million
Q4 2022

Jan 31, 2023
SELL
$101.96 - $137.84 $190,971 - $258,174
-1,873 Reduced 3.1%
58,637 $7.86 Million
Q3 2022

Nov 09, 2022
BUY
$20.73 - $120.58 $7,773 - $45,217
375 Added 0.62%
60,510 $6.32 Million
Q2 2022

Aug 09, 2022
BUY
$112.61 - $135.91 $113,736 - $137,269
1,010 Added 1.71%
60,135 $6.77 Million
Q1 2022

Apr 27, 2022
BUY
$128.3 - $168.44 $321,776 - $422,447
2,508 Added 4.43%
59,125 $8.06 Million
Q4 2021

Feb 08, 2022
BUY
$153.94 - $171.78 $149,475 - $166,798
971 Added 1.74%
56,617 $8.97 Million
Q3 2021

Nov 08, 2021
BUY
$146.97 - $166.98 $150,203 - $170,653
1,022 Added 1.87%
55,646 $9.11 Million
Q2 2021

Aug 13, 2021
BUY
$147.37 - $166.44 $169,475 - $191,406
1,150 Added 2.15%
54,624 $8.5 Million
Q1 2021

May 17, 2021
BUY
$125.65 - $157.65 $184,328 - $231,272
1,467 Added 2.82%
53,474 $8.14 Million
Q4 2020

Feb 12, 2021
BUY
$96.54 - $127.07 $188,253 - $247,786
1,950 Added 3.9%
52,007 $6.61 Million
Q3 2020

Nov 16, 2020
BUY
$91.28 - $103.82 $109,627 - $124,687
1,201 Added 2.46%
50,057 $4.82 Million
Q2 2020

Aug 14, 2020
BUY
$84.03 - $113.45 $223,603 - $301,890
2,661 Added 5.76%
48,856 $4.6 Million
Q1 2020

May 19, 2020
BUY
$79.03 - $141.09 $906,869 - $1.62 Million
11,475 Added 33.05%
46,195 $4.16 Million
Q1 2020

May 19, 2020
SELL
$79.03 - $141.09 $765,405 - $1.37 Million
-9,685 Reduced 21.81%
34,720 $3 Million
Q4 2019

Jan 23, 2020
SELL
$111.82 - $139.4 $16,773 - $20,910
-150 Reduced 0.34%
44,405 $6.19 Million
Q3 2019

Nov 05, 2019
BUY
$104.8 - $120.23 $123,454 - $141,630
1,178 Added 2.72%
44,555 $5.24 Million
Q2 2019

Jul 18, 2019
BUY
$104.64 - $116.12 $166,586 - $184,863
1,592 Added 3.81%
43,377 $4.85 Million
Q1 2019

Apr 30, 2019
SELL
$97.11 - $107.19 $123,329 - $136,131
-1,270 Reduced 2.95%
41,785 $4.23 Million
Q4 2018

Jan 29, 2019
BUY
$92.14 - $115.32 $132,497 - $165,830
1,438 Added 3.46%
43,055 $4.2 Million
Q3 2018

Nov 05, 2018
SELL
$103.61 - $118.63 $24,141 - $27,640
-233 Reduced 0.56%
41,617 $4.7 Million
Q2 2018

Aug 10, 2018
BUY
$103.24 - $114.29 $73,816 - $81,717
715 Added 1.74%
41,850 $4.36 Million
Q1 2018

Apr 24, 2018
BUY
$107.01 - $118.77 $470,415 - $522,112
4,396 Added 11.97%
41,135 $4.52 Million
Q4 2017

Jan 29, 2018
SELL
$95.86 - $107.83 $67,485 - $75,912
-704 Reduced 1.88%
36,739 $3.93 Million
Q3 2017

Oct 30, 2017
BUY
$88.42 - $95.51 $3.31 Million - $3.58 Million
37,443
37,443 $3.58 Million

Others Institutions Holding JPM

# of Institutions
4,418
Shares Held
1.98B
Call Options Held
35.5M
Put Options Held
32.6M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $593B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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