Perennial Investment Advisors, LLC Jpmorgan Chase & CO Transaction History

Perennial Investment Advisors, LLC

$761 Million
Q3 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 9,204 shares of JPM stock, worth $2.29 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

9,204

Previous 9,471 2.82%

Holding current value

$2.29 Million

Previous $1.92 Million 1.31%

% of portfolio

0.25%

Previous 0.27%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$194.9 - $224.8 $52,038 - $60,021	-267 Reduced 2.82%	9,204 $1.94 Million
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

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $729B
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 ...

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Perennial Investment Advisors, LLC Jpmorgan Chase & CO Transaction History