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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.8M | Sell |
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|
2025
Q1 | $7.58M | Sell |
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|
2024
Q4 | $7.59M | Sell |
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|
2024
Q3 | $6.9M | Sell |
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|
2024
Q2 | $6.79M | Buy |
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|
2024
Q1 | $6.72M | Buy |
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|
2023
Q4 | $5.69M | Sell |
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|
2023
Q3 | $4.9M | Sell |
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|
2023
Q2 | $4.92M | Buy |
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|
2023
Q1 | $4.31M | Buy |
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|
2022
Q4 | $4.24M | Sell |
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|
2022
Q3 | $3.42M | Sell |
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|
2022
Q2 | $3.72M | Buy |
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|
2022
Q1 | $4.41M | Buy |
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|
2021
Q4 | $5.1M | Buy |
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|
2021
Q3 | $5.19M | Buy |
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|
2021
Q2 | $4.9M | Sell |
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|
2021
Q1 | $4.83M | Sell |
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|
2020
Q4 | $4.18M | Buy |
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|
2020
Q3 | $2.92M | Buy |
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|
2020
Q2 | $2.84M | Buy |
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|
2020
Q1 | $2.71M | Sell |
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|
2019
Q4 | $4.55M | Sell |
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|
2019
Q3 | $3.87M | Sell |
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|
2019
Q2 | $3.74M | Buy |
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|
2019
Q1 | $3.35M | Buy |
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|
2018
Q4 | $3.14M | Sell |
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|
2018
Q3 | $3.67M | Buy |
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|
2018
Q2 | $3.24M | Sell |
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|
2018
Q1 | $3.45M | Sell |
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|
2017
Q4 | $3.38M | Buy |
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|
2017
Q3 | $2.96M | Sell |
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|
2017
Q2 | $2.99M | Sell |
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|
2017
Q1 | $2.8M | Buy |
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|
2016
Q4 | $2.8M | Sell |
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|
2016
Q3 | $2.26M | Sell |
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|
2016
Q2 | $2.07M | Sell |
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|
2016
Q1 | $2.05M | Buy |
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|
2015
Q4 | $2.17M | Sell |
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|
2015
Q3 | $2.08M | Sell |
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|
2015
Q2 | $2.31M | Sell |
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|
2015
Q1 | $2.1M | Sell |
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|
2014
Q4 | $2.29M | Buy |
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