Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$38,075,025
+$3,654,481 QoQ
Shares Held
116,320
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.92%
of 13F equity value
Holder Rank
#689
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PATTEN & PATTEN INC/TN holds $50,486,114 across 6 Banks - Diversified names. JPM ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
116,320 | $38,075,025 | |
| 2 | C |
Citigroup Inc
|
40,507 | $5,669,359 | |
| 3 | BAC |
Bank Of America Corp /De/
|
76,213 | $4,342,616 | |
| 4 | RY |
Royal Bank Of Canada
|
6,080 | $1,258,377 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,826 | $729,380 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,328 | $411,357 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,075,025 | 116,320 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $34,420,544 | 117,013 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $38,562,000 | 119,676 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $39,595,612 | 125,529 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $36,774,503 | 126,848 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $31,992,761 | 130,423 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $31,946,151 | 133,270 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,472,214 | 135,029 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $27,876,484 | 137,825 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $27,877,353 | 139,178 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $23,423,280 | 137,703 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $20,650,557 | 142,398 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $20,788,175 | 142,933 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $18,677,723 | 143,333 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $19,109,652 | 142,503 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $14,765,641 | 141,298 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $15,830,263 | 140,576 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $19,459,952 | 142,752 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $22,568,517 | 142,523 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $23,316,985 | 142,446 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $22,144,074 | 142,369 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $22,054,016 | 144,873 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $18,519,690 | 145,744 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $13,650,508 | 141,794 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $12,775,793 | 135,826 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $12,102,912 | 134,432 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||