JPM — J. P. Morgan Chase & Co. COM

Ownership history in PATTEN & PATTEN INC/TN  ·  100 quarters on record

This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN reported a position in J. P. Morgan Chase & Co. COM (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.

Peak position
2.38% (2025 Q2)
Avg. % of fund
1.1%
First filed
2001 Q1
Last filed
2025 Q4
Quarters held
100
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 119,676 -5,853 -4.7% 2.26% $38.6M $320.77
2025 Q3 REDUCED 125,529 -1,319 -1.0% 2.33% $39.6M $312.49
2025 Q2 REDUCED 126,848 -3,575 -2.7% 2.38% $36.8M $285.83
2025 Q1 REDUCED 130,423 -2,847 -2.1% 2.14% $32.0M $240.37
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% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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