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Patten Group, Inc.

SEC CIK
0001633207
Latest filing
Aug 6, 2026

JPM holding history

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

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
30,366
Value
$9.94M
% of portfolio
1.5%
Quarters held
22
Since Q1 2021
Holdings of JPM by Patten Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,366$9.94M1.5%+24+0.1%AddedHolders
Q1 202630,342$8.93M1.6%+139+0.5%AddedHolders
Q4 202530,203$9.73M1.8%+105+0.3%AddedHolders
Q3 202530,098$9.49M1.8%−260−0.9%ReducedHolders
Q2 202530,358$8.80M1.9%−536−1.7%ReducedHolders
Q1 202530,894$7.58M1.7%−750−2.4%ReducedHolders
Q4 202431,644$7.59M1.7%−1,074−3.3%ReducedHolders
Q3 202432,718$6.90M1.5%−828−2.5%ReducedHolders
Q2 202433,546$6.79M1.6%+120.0%AddedHolders
Q1 202433,534$6.72M1.7%+110+0.3%AddedHolders
Q4 202333,424$5.69M1.5%−335−1.0%ReducedHolders
Q3 202333,759$4.90M1.5%−42−0.1%ReducedHolders
Q2 202333,801$4.92M1.4%+757+2.3%AddedHolders
Q1 202333,044$4.31M1.3%+1,411+4.5%AddedHolders
Q4 202231,633$4.24M1.3%−645−2.0%ReducedHolders
Q3 202232,278$3.42M1.2%−163−0.5%ReducedHolders
Q2 202232,441$3.72M1.2%+85+0.3%AddedHolders
Q1 202232,356$4.41M1.2%+135+0.4%AddedHolders
Q4 202132,221$5.10M1.4%+512+1.6%AddedHolders
Q3 202131,709$5.19M1.5%+231+0.7%AddedHolders
Q2 202131,478$4.90M1.4%−275−0.9%ReducedHolders
Q1 202131,753$4.83M1.5%––Holders

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