SEC 13F Intelligence

Patten & Patten Inc/Tn / JPM

Patten & Patten Inc/Tn’s Jpmorgan Chase & Co Position

Does Patten & Patten Inc/Tn own Jpmorgan Chase & Co (JPM)? Yes117.0K shares worth $34M (+2.08% of its 13F portfolio) as of Q1 2026, down from 119.7K shares the prior filed quarter.

Position Value
$34M
Q1 2026
Shares
117.0K
% of Portfolio
+2.08%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $13MQ2 ’19: $15MQ3 ’19: $15MQ4 ’19: $18MQ4 ’19Q1 ’20: $12MQ2 ’20: $13MQ3 ’20: $14MQ4 ’20: $19MQ4 ’20Q1 ’21: $22MQ2 ’21: $22MQ3 ’21: $23MQ4 ’21: $23MQ4 ’21Q1 ’22: $19MQ2 ’22: $16MQ3 ’22: $15MQ4 ’22: $19,110Q4 ’22Q1 ’23: $19MQ2 ’23: $21MQ3 ’23: $21MQ4 ’23: $23MQ4 ’23Q1 ’24: $28MQ2 ’24: $28MQ3 ’24: $28MQ4 ’24: $32MQ4 ’24Q1 ’25: $32MQ2 ’25: $37MQ3 ’25: $40MQ4 ’25: $39MQ4 ’25Q1 ’26: $34Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026117.0K$34M+2.08%
Q4 2025119.7K$39M+2.26%
Q3 2025125.5K$40M+2.33%
Q2 2025126.8K$37M+2.38%
Q1 2025130.4K$32M+2.14%
Q4 2024133.3K$32M+2.11%
Q3 2024135.0K$28M+1.89%
Q2 2024137.8K$28M+1.95%
Q1 2024139.2K$28M+1.99%
Q4 2023137.7K$23M+1.92%
Q3 2023142.4K$21M+1.81%
Q2 2023142.9K$21M+1.72%
Q1 2023143.3K$19M+1.64%
Q4 2022142.5K$19,110+1.73%
Q3 2022141.3K$15M+1.40%
Q2 2022140.6K$16M+1.39%
Q1 2022142.8K$19M+1.42%
Q4 2021142.5K$23M+1.56%
Q3 2021142.4K$23M+1.77%
Q2 2021142.4K$22M+1.69%
Q1 2021144.9K$22M+1.80%
Q4 2020145.7K$19M+1.61%
Q3 2020141.8K$14M+1.36%
Q2 2020135.8K$13M+1.40%
Q1 2020134.4K$12M+1.60%
Q4 2019126.8K$18M+1.78%
Q3 2019126.1K$15M+1.62%
Q2 2019129.7K$15M+1.57%
Q1 2019131.1K$13M+1.46%
Q4 2018131.1K$13M+1.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Patten & Patten Inc/Tn’s full portfolio or all institutional holders of JPM.