Patton Fund Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
12,600
-10,241
| -45% | -$2.97M | 0.8% | 17 |
|
|
2025
Q1 | $5.6M | Sell |
22,841
-6,752
| -23% | -$1.66M | 1.36% | 16 |
|
|
2024
Q4 | $7.09M | Buy |
+29,593
| New | +$7.09M | 1.39% | 13 |
|
|
2022
Q2 | – | Sell |
-12,234
| Closed | -$1.67M | – | 89 |
|
|
2022
Q1 | $1.67M | Buy |
12,234
+31
| +0.3% | +$4.23K | 0.46% | 78 |
|
|
2021
Q4 | $1.93M | Buy |
+12,203
| New | +$1.93M | 0.59% | 58 |
|