Patten Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.93M | Buy |
30,342
+139
| +0.5% | +$42.2K | 1.55% | 10 |
|
|
2025
Q4 | $9.73M | Buy |
30,203
+105
| +0.3% | +$32.5K | 1.8% | 8 |
|
|
2025
Q3 | $9.49M | Sell |
30,098
-260
| -0.9% | -$77.3K | 1.85% | 8 |
|
|
2025
Q2 | $8.8M | Sell |
30,358
-536
| -2% | -$137K | 1.86% | 8 |
|
|
2025
Q1 | $7.58M | Sell |
30,894
-750
| -2% | -$191K | 1.74% | 8 |
|
|
2024
Q4 | $7.59M | Sell |
31,644
-1,074
| -3% | -$250K | 1.68% | 10 |
|
|
2024
Q3 | $6.9M | Sell |
32,718
-828
| -2% | -$174K | 1.53% | 10 |
|
|
2024
Q2 | $6.79M | Buy |
33,546
+12
| +0% | +$2.35K | 1.6% | 10 |
|
|
2024
Q1 | $6.72M | Buy |
33,534
+110
| +0.3% | +$19.8K | 1.65% | 10 |
|
|
2023
Q4 | $5.69M | Sell |
33,424
-335
| -1% | -$50.8K | 1.54% | 10 |
|
|
2023
Q3 | $4.9M | Sell |
33,759
-42
| -0.1% | -$6.3K | 1.46% | 10 |
|
|
2023
Q2 | $4.92M | Buy |
33,801
+757
| +2% | +$104K | 1.39% | 12 |
|
|
2023
Q1 | $4.31M | Buy |
33,044
+1,411
| +4% | +$193K | 1.29% | 11 |
|
|
2022
Q4 | $4.24M | Sell |
31,633
-645
| -2% | -$81.7K | 1.33% | 11 |
|
|
2022
Q3 | $3.42M | Sell |
32,278
-163
| -0.5% | -$18.7K | 1.18% | 12 |
|
|
2022
Q2 | $3.72M | Buy |
32,441
+85
| +0.3% | +$10.5K | 1.19% | 14 |
|
|
2022
Q1 | $4.41M | Buy |
32,356
+135
| +0.4% | +$19.9K | 1.24% | 12 |
|
|
2021
Q4 | $5.1M | Buy |
32,221
+512
| +2% | +$84.1K | 1.35% | 12 |
|
|
2021
Q3 | $5.19M | Buy |
31,709
+231
| +0.7% | +$36.2K | 1.53% | 10 |
|
|
2021
Q2 | $4.9M | Sell |
31,478
-275
| -0.9% | -$43.2K | 1.44% | 11 |
|
|
2021
Q1 | $4.83M | Sell |
31,753
-1,123
| -3% | -$162K | 1.55% | 9 |
|
|
2020
Q4 | $4.18M | Buy |
32,876
+2,513
| +8% | +$281K | 1.13% | 14 |
|
|
2020
Q3 | $2.92M | Buy |
30,363
+203
| +0.7% | +$19.9K | 1.14% | 15 |
|
|
2020
Q2 | $2.84M | Buy |
30,160
+106
| +0.4% | +$10.1K | 1.22% | 14 |
|
|
2020
Q1 | $2.71M | Sell |
30,054
-2,590
| -8% | -$315K | 1.4% | 12 |
|
|
2019
Q4 | $4.55M | Sell |
32,644
-212
| -0.6% | -$27.2K | 1.7% | 7 |
|
|
2019
Q3 | $3.87M | Sell |
32,856
-573
| -2% | -$64.8K | 1.57% | 8 |
|
|
2019
Q2 | $3.74M | Buy |
33,429
+294
| +0.9% | +$32.4K | 1.53% | 8 |
|
|
2019
Q1 | $3.35M | Buy |
33,135
+936
| +3% | +$96.4K | 1.44% | 15 |
|
|
2018
Q4 | $3.14M | Sell |
32,199
-345
| -1% | -$36.8K | 1.49% | 12 |
|
|
2018
Q3 | $3.67M | Buy |
32,544
+1,411
| +5% | +$160K | 1.4% | 12 |
|
|
2018
Q2 | $3.24M | Sell |
31,133
-249
| -0.8% | -$27.3K | 1.3% | 15 |
|
|
2018
Q1 | $3.45M | Sell |
31,382
-231
| -0.7% | -$26.2K | 1.42% | 14 |
|
|
2017
Q4 | $3.38M | Buy |
31,613
+646
| +2% | +$65.4K | 1.34% | 14 |
|
|
2017
Q3 | $2.96M | Sell |
30,967
-920
| -3% | -$84.8K | 1.2% | 17 |
|
|
2017
Q2 | $2.99M | Sell |
31,887
-630
| -2% | -$54.4K | 1.21% | 16 |
|
|
2017
Q1 | $2.8M | Buy |
32,517
+256
| +0.8% | +$22.6K | 1.22% | 16 |
|
|
2016
Q4 | $2.8M | Sell |
32,261
-1,011
| -3% | -$77.1K | 1.26% | 18 |
|
|
2016
Q3 | $2.26M | Sell |
33,272
-48
| -0.1% | -$3.13K | 1.06% | 21 |
|
|
2016
Q2 | $2.07M | Sell |
33,320
-1,224
| -4% | -$76.5K | 0.97% | 27 |
|
|
2016
Q1 | $2.05M | Buy |
34,544
+1,702
| +5% | +$99.4K | 0.97% | 23 |
|
|
2015
Q4 | $2.17M | Sell |
32,842
-1,229
| -4% | -$80K | 1.04% | 24 |
|
|
2015
Q3 | $2.08M | Sell |
34,071
-24
| -0.1% | -$1.57K | 1.07% | 22 |
|
|
2015
Q2 | $2.31M | Sell |
34,095
-500
| -1% | -$32.6K | 1.1% | 21 |
|
|
2015
Q1 | $2.1M | Sell |
34,595
-1,975
| -5% | -$117K | 1.07% | 25 |
|
|
2014
Q4 | $2.29M | Buy |
+36,570
| New | +$2.2M | 1.11% | 25 |
|
Other funds holding JPM
VCM
VPM
