Patton Fund Management’s JPMorgan Chase JPM Stock Holding History

Patton Fund Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-941	Closed	-$277K	–	293
2026 Q1	$277K	Sell	941 -23,182	-96%	-$7.04M	0.05%	208
2025 Q4	$7.77M	Buy	24,123 +12,331	+105%	+$3.82M	1.04%	27
2025 Q3	$3.72M	Sell	11,792 -808	-6%	-$240K	0.67%	32
2025 Q2	$3.65M	Sell	12,600 -10,241	-45%	-$2.61M	0.8%	17
2025 Q1	$5.6M	Sell	22,841 -6,752	-23%	-$1.72M	1.36%	16
2024 Q4	$7.09M	Buy	+29,593	New	+$6.89M	1.39%	13
2022 Q2	–	Sell	-12,234	Closed	-$1.67M	–	89
2022 Q1	$1.67M	Buy	12,234 +31	+0.3%	+$4.58K	0.46%	78
2021 Q4	$1.93M	Buy	+12,203	New	+$2M	0.59%	58

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Patton Fund Management's JPM Position: Q2 2026 in Review

Patton Fund Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 941 shares — an estimated $277K sold.

Patton Fund Management first reported a position in JPM in Q4 2021 and held it in 8 quarters. The position peaked at $7.77M in Q4 2025. 1,242 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Patton Fund Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 941 JPMorgan Chase shares in Q2 2026, an estimated $277K.
Patton Fund Management first reported a position in JPMorgan Chase in Q4 2021 and held it in 8 quarters.
Patton Fund Management's JPMorgan Chase position peaked at $7.77M in Q4 2025.
1,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.