PP
Patten & Patten’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.8M | Sell |
126,848
-3,575
| -3% | -$1.04M | 2.38% | 9 |
|
|
2025
Q1 | $32M | Sell |
130,423
-2,847
| -2% | -$698K | 2.14% | 10 |
|
|
2024
Q4 | $31.9M | Sell |
133,270
-1,759
| -1% | -$422K | 2.11% | 9 |
|
|
2024
Q3 | $28.5M | Sell |
135,029
-2,796
| -2% | -$590K | 1.89% | 9 |
|
|
2024
Q2 | $27.9M | Sell |
137,825
-1,353
| -1% | -$274K | 1.95% | 9 |
|
|
2024
Q1 | $27.9M | Buy |
139,178
+1,475
| +1% | +$295K | 1.99% | 10 |
|
|
2023
Q4 | $23.4M | Sell |
137,703
-4,695
| -3% | -$799K | 1.92% | 10 |
|
|
2023
Q3 | $20.7M | Sell |
142,398
-535
| -0.4% | -$77.6K | 1.81% | 10 |
|
|
2023
Q2 | $20.8M | Sell |
142,933
-400
| -0.3% | -$58.2K | 1.72% | 10 |
|
|
2023
Q1 | $18.7M | Buy |
143,333
+830
| +0.6% | +$108K | 1.64% | 12 |
|
|
2022
Q4 | $19.1M | Buy |
142,503
+1,205
| +0.9% | +$162K | 1.73% | 13 |
|
|
2022
Q3 | $14.8M | Buy |
141,298
+722
| +0.5% | +$75.5K | 1.4% | 17 |
|
|
2022
Q2 | $15.8M | Sell |
140,576
-2,176
| -2% | -$245K | 1.39% | 15 |
|
|
2022
Q1 | $19.5M | Buy |
142,752
+229
| +0.2% | +$31.2K | 1.42% | 15 |
|
|
2021
Q4 | $22.6M | Buy |
142,523
+77
| +0.1% | +$12.2K | 1.56% | 12 |
|
|
2021
Q3 | $23.3M | Buy |
142,446
+77
| +0.1% | +$12.6K | 1.77% | 8 |
|
|
2021
Q2 | $22.1M | Sell |
142,369
-2,504
| -2% | -$389K | 1.69% | 10 |
|
|
2021
Q1 | $22.1M | Sell |
144,873
-871
| -0.6% | -$133K | 1.8% | 9 |
|
|
2020
Q4 | $18.5M | Buy |
145,744
+3,950
| +3% | +$502K | 1.61% | 11 |
|
|
2020
Q3 | $13.7M | Buy |
141,794
+5,968
| +4% | +$575K | 1.36% | 17 |
|
|
2020
Q2 | $12.8M | Buy |
135,826
+1,394
| +1% | +$131K | 1.4% | 18 |
|
|
2020
Q1 | $12.1M | Buy |
134,432
+7,596
| +6% | +$684K | 1.6% | 14 |
|
|
2019
Q4 | $17.7M | Buy |
126,836
+740
| +0.6% | +$103K | 1.78% | 10 |
|
|
2019
Q3 | $14.8M | Sell |
126,096
-3,639
| -3% | -$428K | 1.62% | 12 |
|
|
2019
Q2 | $14.5M | Sell |
129,735
-1,400
| -1% | -$157K | 1.57% | 15 |
|
|
2019
Q1 | $13.3M | Buy |
131,135
+42
| +0% | +$4.25K | 1.46% | 18 |
|
|
2018
Q4 | $12.8M | Sell |
131,093
-108
| -0.1% | -$10.5K | 1.57% | 14 |
|
|
2018
Q3 | $14.8M | Sell |
131,201
-9
| -0% | -$1.02K | 1.47% | 17 |
|
|
2018
Q2 | $13.7M | Buy |
131,210
+4,653
| +4% | +$485K | 1.4% | 17 |
|
|
2018
Q1 | $13.9M | Buy |
126,557
+3,603
| +3% | +$396K | 1.42% | 16 |
|
|
2017
Q4 | $13.1M | Sell |
122,954
-1,208
| -1% | -$129K | 1.32% | 17 |
|
|
2017
Q3 | $11.9M | Buy |
124,162
+294
| +0.2% | +$28.1K | 1.25% | 20 |
|
|
2017
Q2 | $11.3M | Buy |
123,868
+1,304
| +1% | +$119K | 1.25% | 19 |
|
|
2017
Q1 | $10.8M | Buy |
122,564
+785
| +0.6% | +$69K | 1.24% | 21 |
|
|
2016
Q4 | $10.5M | Sell |
121,779
-1,083
| -0.9% | -$93.4K | 1.29% | 22 |
|
|
2016
Q3 | $8.18M | Buy |
122,862
+2,520
| +2% | +$168K | 1.05% | 30 |
|
|
2016
Q2 | $7.48M | Sell |
120,342
-90
| -0.1% | -$5.59K | 1.03% | 32 |
|
|
2016
Q1 | $7.13M | Buy |
120,432
+8,320
| +7% | +$493K | 1.02% | 30 |
|
|
2015
Q4 | $7.4M | Sell |
112,112
-558
| -0.5% | -$36.8K | 1.02% | 32 |
|
|
2015
Q3 | $6.87M | Buy |
112,670
+2,210
| +2% | +$135K | 1.05% | 34 |
|
|
2015
Q2 | $7.49M | Buy |
110,460
+296
| +0.3% | +$20.1K | 1.09% | 32 |
|
|
2015
Q1 | $6.67M | Sell |
110,164
-214
| -0.2% | -$13K | 0.96% | 41 |
|
|
2014
Q4 | $6.91M | Buy |
110,378
+3,632
| +3% | +$227K | 1.04% | 36 |
|
|
2014
Q3 | $6.43M | Sell |
106,746
-750
| -0.7% | -$45.2K | 1.02% | 36 |
|
|
2014
Q2 | $6.19M | Sell |
107,496
-32,333
| -23% | -$1.86M | 1.01% | 37 |
|
|
2014
Q1 | $8.49M | Buy |
139,829
+5,204
| +4% | +$316K | 1.15% | 28 |
|
|
2013
Q4 | $7.87M | Buy |
134,625
+14,276
| +12% | +$835K | 1.1% | 28 |
|
|
2013
Q3 | $6.22M | Sell |
120,349
-3,339
| -3% | -$173K | 0.97% | 35 |
|
|
2013
Q2 | $6.53M | Buy |
+123,688
| New | +$6.53M | 1.07% | 31 |
|