Patten & Patten Inc

SEC CIK: 0001044905
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Patten & Patten Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 116,320
Value: $38.1M
% of portfolio: 2.0%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Patten & Patten Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	116,320	$38.1M	2.0%	−693−0.6%	Reduced	Holders
Q1 2026	117,013	$34.4M	2.1%	−2,663−2.2%	Reduced	Holders
Q4 2025	119,676	$38.6M	2.3%	−5,853−4.7%	Reduced	Holders
Q3 2025	125,529	$39.6M	2.3%	−1,319−1.0%	Reduced	Holders
Q2 2025	126,848	$36.8M	2.4%	−3,575−2.7%	Reduced	Holders
Q1 2025	130,423	$32.0M	2.1%	−2,847−2.1%	Reduced	Holders
Q4 2024	133,270	$31.9M	2.1%	−1,759−1.3%	Reduced	Holders
Q3 2024	135,029	$28.5M	1.9%	−2,796−2.0%	Reduced	Holders
Q2 2024	137,825	$27.9M	1.9%	−1,353−1.0%	Reduced	Holders
Q1 2024	139,178	$27.9M	2.0%	+1,475+1.1%	Added	Holders
Q4 2023	137,703	$23.4M	1.9%	−4,695−3.3%	Reduced	Holders
Q3 2023	142,398	$20.7M	1.8%	−535−0.4%	Reduced	Holders
Q2 2023	142,933	$20.8M	1.7%	−400−0.3%	Reduced	Holders
Q1 2023	143,333	$18.7M	1.6%	+830+0.6%	Added	Holders
Q4 2022	142,503	$19.1M	1.7%	+1,205+0.9%	Added	Holders
Q3 2022	141,298	$14.8M	1.4%	+722+0.5%	Added	Holders
Q2 2022	140,576	$15.8M	1.4%	−2,176−1.5%	Reduced	Holders
Q1 2022	142,752	$19.5M	1.4%	+229+0.2%	Added	Holders
Q4 2021	142,523	$22.6M	1.6%	+77+0.1%	Added	Holders
Q3 2021	142,446	$23.3M	1.8%	+77+0.1%	Added	Holders
Q2 2021	142,369	$22.1M	1.7%	−2,504−1.7%	Reduced	Holders
Q1 2021	144,873	$22.1M	1.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.