JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionPerennial Advisors, LLC
Latest Disclosed Ownership56,156 shares
Latest Disclosed Value $ 16,518,755
Perennial Advisors, LLC reports 0.71% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Perennial Advisors, LLC filed a 13F-HR form disclosing ownership of 56,156 shares of JPMorgan Chase & Co. (CH:JPM) valued at $16,518,755 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 56,555 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.71% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 56,156 -399 -0.71 16,519 -9.36 2.7639
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 56,555 615 1.10 18,223 3.28 3.0554
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 55,940 -76 -0.14 17,645 8.66 3.0561
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 56,016 -106 -0.19 16,240 17.96 3.0169
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 56,122 -1,047 -1.83 13,767 0.46 2.7461
2025-02-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 57,169 -488 -0.85 13,704 17.51 2.9827
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 57,657 -776 -1.33 11,662 -0.37 2.6139
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 58,433 -1,371 -2.29 11,704 15.06 2.7222
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 59,804 490 0.83 10,173 18.27 2.4997
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 59,314 198 0.33 8,602 0.05 2.3198
2023-08-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 59,116 1,164 2.01 8,598 13.85 2.1917
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 57,952 -685 -1.17 7,552 -3.97 2.1609
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 58,637 -1,873 -3.10 7,863 24.36 2.4995
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 60,510 375 0.62 6,323 -6.63 2.0733
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 60,135 1,010 1.71 6,772 -15.98 2.1069
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 59,125 2,508 4.43 8,060 -10.09 2.1388
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 56,617 971 1.74 8,965 -1.58 2.4159
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 55,646 1,022 1.87 9,109 7.22 2.6828
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 54,624 1,150 2.15 8,496 4.37 2.4662
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 53,474 1,467 2.82 8,140 23.17 2.5609
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 52,007 1,950 3.90 6,609 37.14 2.3280
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 50,057 1,201 2.46 4,819 4.87 1.9722
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 48,856 2,661 5.76 4,595 10.48 1.9537
2020-05-19 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 46,195 1,790 4.03 4,159 -32.81 2.3169
2020-05-19 2020-03-31 13F JPMORGAN CHASE COM 46625H100 34,720 -9,685 2,996 2,487,566.3199
2020-01-23 2019-12-31 13F JPMORGAN CHASE COM 46625H100 44,405 -150 -0.34 6,190 18.04 2.9724
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 44,555 1,178 2.72 5,244 8.12 2.7170
2019-07-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 43,377 1,592 3.81 4,850 14.66 2.5822
2019-04-30 2019-03-31 13F JPMORGAN CHASE COM 46625H100 41,785 -1,270 -2.95 4,230 0.64 2.4053
2019-01-29 2018-12-31 13F JPMORGAN CHASE COM 46625H100 43,055 1,438 3.46 4,203 -10.50 2.7212
2018-11-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 41,617 -233 -0.56 4,696 7.68 2.7028
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 41,850 715 1.74 4,361 -3.60 2.6887
2018-04-24 2018-03-31 13F JPMORGAN CHASE COM 46625H100 41,135 4,396 11.97 4,524 15.14 2.8554
2018-01-29 2017-12-31 13F JPMORGAN CHASE COM 46625H100 36,739 -704 -1.88 3,929 9.87 2.4392
2017-10-30 2017-09-30 13F JPMORGAN CHASE COM 46625H100 37,443 1,416 3.93 3,576 8.59 2.4195
2017-07-31 2017-06-30 13F JPMORGAN CHASE COM 46625H100 36,027 2,140 6.32 3,293 10.61 2.3897
2017-04-27 2017-03-31 13F JPMORGAN CHASE COM 46625H100 33,887 -833 -2.40 2,977 -0.63 2.2917
2017-04-27 2016-12-31 13F/A-2 JPMORGAN CHASE COM 46625H100 34,720 34,720 2,996 2.4876
2017-04-27 2016-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 34,720 0 2,996 2.6486
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 47,975 4,140 2.6180
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.