Perennial Investment Advisors, LLC Jpmorgan Chase & CO Transaction History

Perennial Investment Advisors, LLC

$698 Million
Q2 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 9,471 shares of JPM stock, worth $1.94 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

9,471

Previous 9,065 4.48%

Holding current value

$1.94 Million

Previous $1.82 Million 5.51%

% of portfolio

0.27%

Previous 0.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$180.08 - $204.79 $73,112 - $83,144	406 Added 4.48%	9,471 $1.92 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $54,304 - $65,097	-325 Reduced 3.46%	9,065 $1.82 Million
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $100,003 - $125,511	-737 Reduced 7.28%	9,390 $1.6 Million
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $7,303 - $8,058	-51 Reduced 0.5%	10,127 $1.47 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $10,197 - $11,635	-80 Reduced 0.78%	10,178 $1.48 Million
Q1 2023 May 11, 2023	BUY	$124.91 - $143.8 $100,552 - $115,759	805 Added 8.52%	10,258 $1.34 Million
Q4 2022 Feb 09, 2023	BUY	$101.96 - $137.84 $35,889 - $48,519	352 Added 3.87%	9,453 $1.27 Million
Q3 2022 Nov 09, 2022	SELL	$20.73 - $120.58 $73,301 - $426,370	-3,536 Reduced 27.98%	9,101 $951,000
Q2 2022 Aug 10, 2022	BUY	$112.61 - $135.91 $36,710 - $44,306	326 Added 2.65%	12,637 $1.42 Million
Q1 2022 May 09, 2022	SELL	$128.3 - $168.44 $2,694 - $3,537	-21 Reduced 0.17%	12,311 $1.68 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $2,463 - $2,748	-16 Reduced 0.13%	12,332 $1.95 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $4,996 - $5,677	34 Added 0.28%	12,348 $2.02 Million
Q2 2021 Jul 29, 2021	BUY	$147.37 - $166.44 $117,011 - $132,153	794 Added 6.89%	12,314 $1.92 Million
Q1 2021 Apr 29, 2021	SELL	$125.65 - $157.65 $9,926 - $12,454	-79 Reduced 0.68%	11,520 $1.75 Million
Q4 2020 Jan 22, 2021	SELL	$96.54 - $127.07 $38,326 - $50,446	-397 Reduced 3.31%	11,599 $1.47 Million
Q3 2020 Oct 26, 2020	BUY	$91.28 - $103.82 $375,252 - $426,804	4,111 Added 52.14%	11,996 $1.15 Million
Q2 2020 Jul 16, 2020	SELL	$84.03 - $113.45 $47,813 - $64,553	-569 Reduced 6.73%	7,885 $742,000
Q1 2020 Apr 29, 2020	SELL	$79.03 - $141.09 $27,976 - $49,945	-354 Reduced 4.02%	8,454 $761,000
Q4 2019 Feb 07, 2020	BUY	$111.82 - $139.4 $984,910 - $1.23 Million	8,808 New	8,808 $1.23 Million

Others Institutions Holding JPM

# of Institutions

4,539

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $602B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Account

Perennial Investment Advisors, LLC Jpmorgan Chase & CO Transaction History