A detailed history of Patten & Patten Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Patten & Patten Inc holds 135,029 shares of JPM stock, worth $32.5 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
135,029
Previous 137,825 2.03%
Holding current value
$32.5 Million
Previous $27.9 Million 2.1%
% of portfolio
1.99%
Previous 1.98%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $706B
  • 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
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