JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Perennial Advisors, LLC's Holding History (CIK: 0001697360)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 56,555 Value ($000) $18,223 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 55,940 Value ($000) $17,645 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 56,016 Value ($000) $16,240 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 56,122 Value ($000) $13,767 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 57,169 Value ($000) $13,704 Avg Close $228.03 Range $198.89 - $249.04
Q2 2024
Shares 57,657 Value ($000) $11,662 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 58,433 Value ($000) $11,704 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 59,804 Value ($000) $10,173 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 59,314 Value ($000) $8,602 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 59,116 Value ($000) $8,598 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 57,952 Value ($000) $7,552 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 58,637 Value ($000) $7,863 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 60,510 Value ($000) $6,323 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 60,135 Value ($000) $6,772 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 59,125 Value ($000) $8,060 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 56,617 Value ($000) $8,965 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 55,646 Value ($000) $9,109 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 54,624 Value ($000) $8,496 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 53,474 Value ($000) $8,140 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 52,007 Value ($000) $6,609 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 50,057 Value ($000) $4,819 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 48,856 Value ($000) $4,595 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 46,195 Value ($000) $4,159 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 44,405 Value ($000) $6,190 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 44,555 Value ($000) $5,244 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 43,377 Value ($000) $4,850 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 41,785 Value ($000) $4,230 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 43,055 Value ($000) $4,203 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 41,617 Value ($000) $4,696 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 41,850 Value ($000) $4,361 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 41,135 Value ($000) $4,524 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 36,739 Value ($000) $3,929 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 37,443 Value ($000) $3,576 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 36,027 Value ($000) $3,293 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 33,887 Value ($000) $2,977 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 34,720 Value ($000) $2,996 Avg Close $59.89 Range $51.67 - $68.65