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Disclosery

Perennial Advisors, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perennial Advisors, LLC on JPM, newest first. How the timeline and the estimate are built.

Perennial Advisors, LLC held 52,980 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 52,980 shares
    Change vs previous 13F -1,439 shares

    2.62% of the 13F portfolio, value $17,527,347.

    13F-HR 0001697360-26-000005 filed by Perennial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,419 shares
    Change vs previous 13F -1,737 shares

    2.74% of the 13F portfolio, value $17,812,845.

    13F-HR 0001697360-26-000003 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 56,156 shares
    Change vs previous 13F -399 shares

    2.81% of the 13F portfolio, value $16,518,755.

    13F-HR 0001697360-26-000002 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 56,555 shares
    Change vs previous 13F +615 shares

    3.06% of the 13F portfolio, value $18,223,100.

    13F-HR 0001697360-26-000001 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 55,940 shares
    Change vs previous 13F -76 shares

    3.06% of the 13F portfolio, value $17,645,251.

    13F-HR 0001697360-25-000006 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 56,016 shares
    Change vs previous 13F -106 shares

    3.02% of the 13F portfolio, value $16,239,676.

    13F-HR 0001697360-25-000003 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 56,122 shares
    Change vs previous 13F -1,047 shares

    2.75% of the 13F portfolio, value $13,766,793.

    13F-HR 0001697360-25-000002 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 57,169 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $13,703,884.

    13F-HR 0001697360-25-000001 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).