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Disclosery

Perpetual Ltd: JPM position timeline

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

Perpetual Ltd held 20,652 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,652 shares
    Change vs previous 13F +4,555 shares

    0.1% of the 13F portfolio, value $6,760,020.

    13F-HR 0001104659-26-083835 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 16,097 shares
    Change vs previous 13F +2,151 shares

    0.07% of the 13F portfolio, value $4,735,094.

    13F-HR 0001104659-26-042917 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 13,946 shares
    Change vs previous 13F +4,607 shares

    0.06% of the 13F portfolio, value $4,493,680.

    13F-HR 0001104659-26-004946 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,339 shares
    Change vs previous 13F +1,292 shares

    0.04% of the 13F portfolio, value $2,945,801.

    13F-HR 0001104659-25-098515 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,047 shares
    Change vs previous 13F -4,083 shares

    0.03% of the 13F portfolio, value $2,332,905.

    13F-HR 0001104659-25-067159 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,130 shares
    Change vs previous 13F +1,548 shares

    0.04% of the 13F portfolio, value $2,975,489.

    13F-HR 0001104659-25-038201 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,582 shares
    Change vs previous 13F -881 shares

    0.03% of the 13F portfolio, value $2,536,612.

    13F-HR 0001104659-25-004279 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,463 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,417,088.

    13F-HR 0001104659-24-107159 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

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