SEC 13F Intelligence

Perennial Advisors, LLC / JPM

Perennial Advisors, LLC’s Jpmorgan Chase & Co Position

Does Perennial Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 56.2K shares worth $17M (+2.81% of its 13F portfolio) as of Q1 2026, down from 56.6K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
56.2K
% of Portfolio
+2.81%
Quarters Held
29
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $5MQ4 ’20: $7MQ4 ’20Q1 ’21: $8MQ2 ’21: $8MQ3 ’21: $9MQ4 ’21: $9MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $6MQ4 ’22: $8MQ4 ’22Q1 ’23: $8MQ2 ’23: $9MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ4 ’24: $14MQ1 ’25: $14MQ1 ’25Q2 ’25: $16MQ3 ’25: $18MQ4 ’25: $18MQ1 ’26: $17MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202656.2K$17M+2.81%
Q4 202556.6K$18M+3.06%
Q3 202555.9K$18M+3.06%
Q2 202556.0K$16M+3.02%
Q1 202556.1K$14M+2.75%
Q4 202457.2K$14M+2.98%
Q2 202457.7K$12M+2.61%
Q1 202458.4K$12M+2.72%
Q4 202359.8K$10M+2.50%
Q3 202359.3K$9M+2.32%
Q2 202359.1K$9M+2.19%
Q1 202358.0K$8M+2.16%
Q4 202258.6K$8M+2.50%
Q3 202260.5K$6M+2.07%
Q2 202260.1K$7M+2.11%
Q1 202259.1K$8M+2.14%
Q4 202156.6K$9M+2.42%
Q3 202155.6K$9M+2.68%
Q2 202154.6K$8M+2.47%
Q1 202153.5K$8M+2.56%
Q4 202052.0K$7M+2.33%
Q3 202050.1K$5M+1.97%
Q2 202048.9K$5M+1.95%
Q1 202046.2K$4M+2.32%
Q4 201944.4K$6M+2.97%
Q3 201944.6K$5M+2.72%
Q2 201943.4K$5M+2.58%
Q1 201941.8K$4M+2.41%
Q4 201843.1K$4M+2.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Perennial Advisors, LLC’s full portfolio or all institutional holders of JPM.