PERENNIAL ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
PERENNIAL ADVISORS, LLC portfolio value:
$6.32M
portfolio value
PERENNIAL ADVISORS, LLC quarter portfolio value change:
-7.20%
quarter
JPMorgan Chase & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.62% | 375 shares | -449K | $104.5 | 60.51K |
| Q2 2022 | share | Increase | +1.71% | 1.01K shares | -1.28M | $112.61 | 60.13K |
| Q1 2022 | share | Increase | +4.43% | 2.50K shares | -905K | $136.32 | 59.12K |
| Q4 2021 | share | Increase | +1.74% | 971 shares | -144K | $158.48 | 56.61K |
| Q3 2021 | share | Increase | +1.87% | 1.02K shares | 613K | $162.73 | 55.64K |
| Q2 2021 | share | Increase | +2.15% | 1.15K shares | 356K | $153.74 | 54.62K |
| Q1 2021 | share | Increase | +2.82% | 1.46K shares | 1.53M | $149.59 | 53.47K |
| Q4 2020 | share | Increase | +3.90% | 1.95K shares | 1.79M | $123.98 | 52.00K |
| Q3 2020 | share | Increase | +2.46% | 1.20K shares | 224K | $93.08 | 50.05K |
| Q2 2020 | share | Increase | +40.71% | 14.13K shares | 1.59M | $90.07 | 48.85K |
| Q1 2020 | share | Decrease | -21.81% | -9.68K shares | -3.19M | $85.3 | 34.72K |
| Q4 2019 | share | Decrease | -0.34% | -150 shares | 946K | $131.22 | 44.40K |
| Q3 2019 | share | Increase | +2.72% | 1.17K shares | 394K | $109.9 | 44.55K |
| Q2 2019 | share | Increase | +3.81% | 1.59K shares | 620K | $103.67 | 43.37K |
| Q1 2019 | share | Decrease | -2.95% | -1.27K shares | 27K | $93.16 | 41.78K |
| Q4 2018 | share | Increase | +3.46% | 1.43K shares | -493K | $89.1 | 43.05K |
| Q3 2018 | share | Decrease | -0.56% | -233 shares | 335K | $102.28 | 41.61K |
| Q2 2018 | share | Increase | +1.74% | 715 shares | -163K | $93.95 | 41.85K |
| Q1 2018 | share | Increase | +11.97% | 4.39K shares | 595K | $98.65 | 41.13K |
| Q4 2017 | share | Decrease | -1.88% | -704 shares | 353K | $95.45 | 36.73K |
| Q3 2017 | share | Increase | +3.93% | 1.41K shares | 283K | $84.75 | 37.44K |
| Q2 2017 | share | Increase | +6.32% | 2.14K shares | 316K | $80.67 | 36.02K |
| Q1 2017 | share | Decrease | -2.40% | -833 shares | -19K | $77.09 | 33.88K |
| Q4 2016 | share | Increase | 0.00% | 34.72K shares | 2.99M | $75.31 | 34.72K |