Perennial Investment Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1801523 Los Angeles, CA

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,479,517

+$867,377 QoQ

Shares Held

10,630

+19.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#2,423

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Mar 31, 2023

CallValue

$13,031

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Perennial Investment Advisors, LLC holds $6,661,994 across 4 Banks - Diversified names. JPM ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,630	$3,479,517
2	BAC	Bank Of America Corp /De/	26,071	$1,485,525
3	WFC	Wells Fargo & Company/Mn	12,073	$997,712
4	C	Citigroup Inc	4,996	$699,240

All Filings in JPM

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,479,517	10,630	+19.7%	Shares	Sole	2026-08-14
2026-03-31	$2,612,140	8,880	-5.4%	Shares	Sole	2026-05-15
2025-12-31	$3,025,001	9,388	+5.6%	Shares	Sole	2026-02-17
2025-09-30	$2,804,172	8,890	-11.6%	Shares	Sole	2025-11-12
2025-06-30	$2,916,494	10,060	+3.5%	Shares	Sole	2025-08-11
2025-03-31	$2,384,070	9,719	+4.7%	Shares	Sole	2025-05-15
2024-12-31	$2,225,707	9,285	+0.9%	Shares	Sole	2025-02-13
2024-09-30	$1,940,755	9,204	-2.8%	Shares	Sole	2024-11-14
2024-06-30	$1,915,604	9,471	+4.5%	Shares	Sole	2024-08-09
2024-03-31	$1,815,719	9,065	-3.5%	Shares	Sole	2024-05-14
2023-12-31	$1,597,239	9,390	-7.3%	Shares	Sole	2024-02-14
2023-09-30	$1,468,617	10,127	-0.5%	Shares	Sole	2023-11-14
2023-06-30	$1,480,288	10,178	-0.8%	Shares	Sole	2023-08-14
2023-03-31	$13,031	100	—	Call	Sole	2023-05-12
2023-03-31	$1,336,719	10,258	+8.5%	Shares	Sole	2023-05-12
2022-12-31	$1,267,647	9,453	+3.9%	Shares	Sole	2023-02-10
2022-09-30	$951,054	9,101	-28.0%	Shares	Sole	2022-11-09
2022-06-30	$1,423,052	12,637	+2.6%	Shares	Sole	2022-08-10
2022-03-31	$1,678,235	12,311	-0.2%	Shares	Sole	2022-05-09
2021-12-31	$1,952,772	12,332	-0.1%	Shares	Sole	2022-02-14
2021-09-30	$2,021,244	12,348	+0.3%	Shares	Sole	2021-11-12
2021-06-30	$1,915,319	12,314	+6.9%	Shares	Sole	2021-07-29
2021-03-31	$1,753,689	11,520	-0.7%	Shares	Sole	2021-04-29
2020-12-31	$1,473,884	11,599	-3.3%	Shares	Sole	2021-01-22
2020-09-30	$1,154,854	11,996	+52.1%	Shares	Sole	2020-10-26
2020-06-30	$741,663	7,885	-6.7%	Shares	Sole	2020-07-16
2020-03-31	$761,113	8,454	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.