Perennial Advisors, LLC JPM Holdings History
Perennial Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Perennial Advisors, LLC held 56,016.00 shares of JPMorgan Chase & Co(JPM), totaling $16.24 Mil. This investment constitutes 3.02% of their stock portfolio, and Perennial Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Perennial Advisors, LLC has made 18 purchases of JPM, at an average price of $115.22, for a total of 64,015.00 shares. In addition, there have been 10 sales at an average price of $164.35 for 7,999.00 shares. Based on historical transaction data and JPM's current price of $296.76, Perennial Advisors, LLC's estimated gain on his JPM holdings is $10.56 Mil, reflecting a 143.19% gain to date.
Perennial Advisors, LLC JPM ($296.76) Holding Chart
Perennial Advisors, LLC JPM ($296.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
