Ownership history in Patten Group, Inc. · 45 quarters on record
This page tracks every 13F SEC filing in which Patten Group, Inc. reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 30,203 | +105 | +0.3% | 1.80% | $9.7M | $320.77 |
| 2025 Q3 | REDUCED | 30,098 | -260 | -0.9% | 1.85% | $9.5M | $312.49 |
| 2025 Q2 | REDUCED | 30,358 | -536 | -1.7% | 1.86% | $8.8M | $285.83 |
| 2025 Q1 | REDUCED | 30,894 | -750 | -2.4% | 1.74% | $7.6M | $240.37 |
| 2024 Q4 | REDUCED | 31,644 | -1,074 | -3.3% | 1.68% | $7.6M | $233.69 |
| 2024 Q3 | REDUCED | 32,718 | -828 | -2.5% | 1.53% | $6.9M | $204.31 |
| 2024 Q2 | ADDED | 33,546 | +12 | +0.0% | 1.60% | $6.8M | $194.90 |
| 2024 Q1 | ADDED | 33,534 | +110 | +0.3% | 1.65% | $6.7M | $191.89 |
| 2023 Q4 | REDUCED | 33,424 | -335 | -1.0% | 1.54% | $5.7M | $161.96 |
| 2023 Q3 | REDUCED | 33,759 | -42 | -0.1% | 1.46% | $4.9M | $137.07 |
As of 2025 Q4 — sorted by position size