JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Perennial Investment Advisors, LLC's Holding History (CIK: 0001801523)

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

Q4 2025

Shares 9,388 Value ($000) $3,025 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 8,890 Value ($000) $2,804 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 10,060 Value ($000) $2,916 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 9,719 Value ($000) $2,384 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 9,285 Value ($000) $2,226 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 9,204 Value ($000) $1,941 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 9,471 Value ($000) $1,916 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 9,065 Value ($000) $1,816 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 9,390 Value ($000) $1,597 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 10,127 Value ($000) $1,469 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 10,178 Value ($000) $1,480 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 10,258 Value ($000) $1,336 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 9,453 Value ($000) $1,268 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 9,101 Value ($000) $951 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 12,637 Value ($000) $1,419 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 12,311 Value ($000) $1,680 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 12,332 Value ($000) $1,953 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 12,348 Value ($000) $2,019 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 12,314 Value ($000) $1,915 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 11,520 Value ($000) $1,754 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 11,599 Value ($000) $1,474 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 11,996 Value ($000) $1,154 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 7,885 Value ($000) $742 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 8,454 Value ($000) $761 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 8,808 Value ($000) $1,229 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,388	$3,025	$309.53	$290.54 - $330.86
Q3 2025	8,890	$2,804	$295.93	$278.95 - $316.47
Q2 2025	10,060	$2,916	$252.67	$200.22 - $289.84
Q1 2025	9,719	$2,384	$250.91	$220.72 - $275.86
Q4 2024	9,285	$2,226	$228.03	$198.89 - $249.04
Q3 2024	9,204	$1,941	$204.96	$185.80 - $219.46
Q2 2024	9,471	$1,916	$189.18	$173.46 - $199.28
Q1 2024	9,065	$1,816	$173.61	$158.11 - $193.16
Q4 2023	9,390	$1,597	$144.89	$129.30 - $163.25
Q3 2023	10,127	$1,469	$142.31	$134.29 - $151.32
Q2 2023	10,178	$1,480	$129.66	$119.02 - $137.67
Q1 2023	10,258	$1,336	$128.16	$115.18 - $135.05
Q4 2022	9,453	$1,268	$117.65	$94.06 - $128.78
Q3 2022	9,101	$951	$105.62	$96.10 - $114.36
Q2 2022	12,637	$1,419	$113.02	$101.22 - $124.46
Q1 2022	12,311	$1,680	$133.66	$115.27 - $153.80
Q4 2021	12,332	$1,953	$147.83	$136.71 - $155.72
Q3 2021	12,348	$2,019	$140.29	$130.40 - $151.51
Q2 2021	12,314	$1,915	$139.74	$130.53 - $148.99
Q1 2021	11,520	$1,754	$127.25	$109.49 - $143.03
Q4 2020	11,599	$1,474	$98.14	$82.75 - $111.83
Q3 2020	11,996	$1,154	$85.44	$79.00 - $92.62
Q2 2020	7,885	$742	$81.74	$70.76 - $99.77
Q1 2020	8,454	$761	$103.61	$65.60 - $120.06
Q4 2019	8,808	$1,229	$108.67	$93.67 - $118.72