Patten & Patten Inc Jpmorgan Chase & CO Transaction History

Patten & Patten Inc

$1.43 Billion
Q4 2024

A detailed history of Patten & Patten Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Patten & Patten Inc holds 133,270 shares of JPM stock, worth $32.3 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares

133,270

Previous 135,029 1.3%

Holding current value

$32.3 Million

Previous $28.5 Million 12.24%

% of portfolio

2.23%

Previous 1.99%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	SELL	$205.18 - $250.29 $360,911 - $440,260	-1,759 Reduced 1.3%	133,270 $31.9 Million
Q3 2024 Nov 04, 2024	SELL	$194.9 - $224.8 $544,940 - $628,540	-2,796 Reduced 2.03%	135,029 $28.5 Million
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $243,648 - $277,080	-1,353 Reduced 0.97%	137,825 $27.9 Million
Q1 2024 May 10, 2024	BUY	$167.09 - $200.3 $246,457 - $295,442	1,475 Added 1.07%	139,178 $27.9 Million
Q4 2023 Jan 23, 2024	SELL	$135.69 - $170.3 $637,064 - $799,558	-4,695 Reduced 3.3%	137,703 $23.4 Million
Q3 2023 Oct 27, 2023	SELL	$143.21 - $158.0 $76,617 - $84,530	-535 Reduced 0.37%	142,398 $20.7 Million
Q2 2023 Jul 14, 2023	SELL	$127.47 - $145.44 $50,988 - $58,176	-400 Reduced 0.28%	142,933 $20.8 Million
Q1 2023 Apr 25, 2023	BUY	$124.91 - $143.8 $103,675 - $119,354	830 Added 0.58%	143,333 $18.7 Million
Q4 2022 Feb 01, 2023	BUY	$101.96 - $137.84 $122,861 - $166,097	1,205 Added 0.85%	142,503 $19.1 Million
Q3 2022 Oct 19, 2022	BUY	$20.73 - $120.58 $14,967 - $87,058	722 Added 0.51%	141,298 $14.8 Million
Q2 2022 Aug 02, 2022	SELL	$112.61 - $135.91 $245,039 - $295,740	-2,176 Reduced 1.52%	140,576 $15.8 Million
Q1 2022 Apr 25, 2022	BUY	$128.3 - $168.44 $29,380 - $38,572	229 Added 0.16%	142,752 $19.5 Million
Q4 2021 Jan 26, 2022	BUY	$153.94 - $171.78 $11,853 - $13,227	77 Added 0.05%	142,523 $22.6 Million
Q3 2021 Oct 22, 2021	BUY	$146.97 - $166.98 $11,316 - $12,857	77 Added 0.05%	142,446 $23.3 Million
Q2 2021 Jul 13, 2021	SELL	$147.37 - $166.44 $369,014 - $416,765	-2,504 Reduced 1.73%	142,369 $22.1 Million
Q1 2021 Apr 23, 2021	SELL	$125.65 - $157.65 $109,441 - $137,313	-871 Reduced 0.6%	144,873 $22.1 Million
Q4 2020 Jan 19, 2021	BUY	$96.54 - $127.07 $381,333 - $501,926	3,950 Added 2.79%	145,744 $18.5 Million
Q3 2020 Oct 08, 2020	BUY	$91.28 - $103.82 $544,759 - $619,597	5,968 Added 4.39%	141,794 $13.7 Million
Q2 2020 Jul 21, 2020	BUY	$84.03 - $113.45 $117,137 - $158,149	1,394 Added 1.04%	135,826 $12.8 Million
Q1 2020 Apr 16, 2020	BUY	$79.03 - $141.09 $600,311 - $1.07 Million	7,596 Added 5.99%	134,432 $12.1 Million
Q4 2019 Jan 13, 2020	BUY	$111.82 - $139.4 $82,746 - $103,156	740 Added 0.59%	126,836 $17.7 Million
Q3 2019 Oct 15, 2019	SELL	$104.8 - $120.23 $381,367 - $437,516	-3,639 Reduced 2.8%	126,096 $14.8 Million
Q2 2019 Jul 11, 2019	SELL	$104.64 - $116.12 $146,496 - $162,568	-1,400 Reduced 1.07%	129,735 $14.5 Million
Q1 2019 Apr 23, 2019	BUY	$97.11 - $107.19 $4,078 - $4,501	42 Added 0.03%	131,135 $13.3 Million
Q4 2018 Jan 17, 2019	SELL	$92.14 - $115.32 $9,951 - $12,454	-108 Reduced 0.08%	131,093 $12.8 Million
Q3 2018 Oct 17, 2018	SELL	$103.61 - $118.63 $932 - $1,067	-9 Reduced 0.01%	131,201 $14.8 Million
Q2 2018 Jul 18, 2018	BUY	$103.24 - $114.29 $480,375 - $531,791	4,653 Added 3.68%	131,210 $13.7 Million
Q1 2018 Apr 20, 2018	BUY	$107.01 - $118.77 $385,557 - $427,928	3,603 Added 2.93%	126,557 $13.9 Million
Q4 2017 Jan 22, 2018	SELL	$95.86 - $107.83 $115,798 - $130,258	-1,208 Reduced 0.97%	122,954 $13.1 Million
Q3 2017 Oct 12, 2017	BUY	$88.42 - $95.51 $11 Million - $11.9 Million	124,162	124,162 $11.9 Million

Others Institutions Holding JPM

# of Institutions

5,066

Shares Held

2.01B

Call Options Held

28.9M

Put Options Held

31.4M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $711B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patten & Patten Inc, based on Form 13F filings with the SEC.

News

Stay updated on Patten & Patten Inc with notifications on news.

Account

Patten & Patten Inc Jpmorgan Chase & CO Transaction History