Back to JPM-PM
Perennial Advisors, LLC → JPM-PM
Perennial Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
20
Latest value
$11.3M
Q3 2026
Peak value
$18.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.6M |
| Q3 2025 | $635K |
| Q3 2025 | $3.9M |
| Q3 2025 | $9.4M |
| Q4 2025 | $18.2M |
| Q4 2025 | $897K |
| Q4 2025 | $4M |
| Q4 2025 | $10.2M |
| Q1 2026 | $16.5M |
| Q1 2026 | $942K |
| Q1 2026 | $4.1M |
| Q1 2026 | $11M |
| Q2 2026 | $17.8M |
| Q2 2026 | $997K |
| Q2 2026 | $4M |
| Q2 2026 | $10.9M |
| Q3 2026 | $17.5M |
| Q3 2026 | $1M |
| Q3 2026 | $4.2M |
| Q3 2026 | $11.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.3M | 223.7K | — | — |
| Q3 2026 | $4.2M | 84.0K | — | — |
| Q3 2026 | $1M | 21.3K | — | — |
| Q3 2026 | $17.5M | 53.0K | — | — |
| Q2 2026 | $10.9M | 215.0K | — | — |
| Q2 2026 | $4M | 78.9K | — | — |
| Q2 2026 | $997K | 19.7K | — | — |
| Q2 2026 | $17.8M | 54.4K | — | — |
| Q1 2026 | $11M | 217.0K | — | — |
| Q1 2026 | $4.1M | 81.1K | — | — |
| Q1 2026 | $942K | 18.9K | — | — |
| Q1 2026 | $16.5M | 56.2K | — | — |
| Q4 2025 | $10.2M | 200.9K | — | — |
| Q4 2025 | $4M | 78.2K | — | — |
| Q4 2025 | $897K | 17.8K | — | — |
| Q4 2025 | $18.2M | 56.6K | — | — |
| Q3 2025 | $9.4M | 185.8K | — | — |
| Q3 2025 | $3.9M | 75.6K | — | — |
| Q3 2025 | $635K | 12.6K | — | — |
| Q3 2025 | $17.6M | 55.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B