Perpetual Ltd

Position in JPM — Jpmorgan Chase & Co

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$6,760,018

+$2,024,926 QoQ

Shares Held

20,652

+28.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,817

of 5,056 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Perpetual Ltd holds $17,754,249 across 5 Banks - Diversified names. JPM ranks #1 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	20,652	$6,760,018
2	BAC	Bank Of America Corp /De/	82,716	$4,713,156
3	WFC	Wells Fargo & Company/Mn	36,649	$3,028,672
4	C	Citigroup Inc	19,472	$2,725,300
5	BNY	Bank of New York Mellon Corp	3,645	$527,103

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,760,018	20,652	+28.3%	Shares	Sole	2026-07-15
2026-03-31	$4,735,092	16,097	+15.4%	Shares	Sole	2026-04-14
2025-12-31	$4,493,679	13,946	+49.3%	Shares	Sole	2026-01-20
2025-09-30	$2,945,799	9,339	+16.1%	Shares	Sole	2025-10-10
2025-06-30	$2,332,905	8,047	-33.7%	Shares	Sole	2025-07-11
2025-03-31	$2,975,488	12,130	+14.6%	Shares	Sole	2025-04-24
2024-12-31	$2,536,610	10,582	-7.7%	Shares	Sole	2025-01-17
2024-09-30	$2,417,087	11,463	+3.1%	Shares	Sole	2024-10-09
2024-06-30	$2,249,332	11,121	-13.8%	Shares	Sole	2024-07-30
2024-03-31	$2,584,670	12,904	-14.5%	Shares	Sole	2024-04-16
2023-12-31	$2,566,128	15,086	-21.3%	Shares	Sole	2024-02-15
2023-09-30	$2,778,872	19,162	-1.2%	Shares	Sole	2023-10-10
2023-06-30	$2,821,244	19,398	-0.4%	Shares	Sole	2023-07-13
2023-03-31	$2,537,265	19,471	+31.5%	Shares	Sole	2023-05-08
2020-09-30	$1,425,854	14,811	0.0%	Shares	Sole	2020-12-08
2020-06-30	$1,393,122	14,811	—	Shares	Sole	2020-12-08
No filing history on record for this holder in this stock.