Patten Group, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1633207 CHATTANOOGA, TN

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$9,939,702

+$1,014,300 QoQ

Shares Held

30,366

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.15%

of 13F equity value

Holder Rank

#1,456

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Patten Group, Inc. holds $12,717,720 across 3 Banks - Diversified names. JPM ranks #1 (78.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	30,366	$9,939,702
2	BAC	Bank Of America Corp /De/	34,100	$1,943,017
3	C	Citigroup Inc	5,966	$835,001

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,939,702	30,366	+0.1%	Shares	Sole	2026-08-06
2026-03-31	$8,925,402	30,342	+0.5%	Shares	Sole	2026-04-24
2025-12-31	$9,732,010	30,203	+0.3%	Shares	Sole	2026-01-23
2025-09-30	$9,493,812	30,098	-0.9%	Shares	Sole	2025-11-10
2025-06-30	$8,801,087	30,358	-1.7%	Shares	Sole	2025-07-30
2025-03-31	$7,578,298	30,894	-2.4%	Shares	Sole	2025-05-14
2024-12-31	$7,585,383	31,644	-3.3%	Shares	Sole	2025-02-06
2024-09-30	$6,898,917	32,718	-2.5%	Shares	Sole	2024-10-08
2024-06-30	$6,785,013	33,546	+0.0%	Shares	Sole	2024-07-25
2024-03-31	$6,716,860	33,534	+0.3%	Shares	Sole	2024-04-17
2023-12-31	$5,685,422	33,424	-1.0%	Shares	Sole	2024-01-10
2023-09-30	$4,895,730	33,759	-0.1%	Shares	Sole	2023-10-12
2023-06-30	$4,916,017	33,801	+2.3%	Shares	Sole	2023-07-26
2023-03-31	$4,305,963	33,044	+4.5%	Shares	Sole	2023-04-06
2022-12-31	$4,241,985	31,633	-2.0%	Shares	Sole	2023-02-10
2022-09-30	$3,373,051	32,278	-0.5%	Shares	Sole	2022-10-13
2022-06-30	$3,653,181	32,441	+0.3%	Shares	Sole	2022-07-18
2022-03-31	$4,410,769	32,356	+0.4%	Shares	Sole	2022-04-28
2021-12-31	$5,102,195	32,221	+1.6%	Shares	Sole	2022-01-20
2021-09-30	$5,190,446	31,709	+0.7%	Shares	Sole	2021-11-15
2021-06-30	$4,896,088	31,478	-0.9%	Shares	Sole	2021-08-03
2021-03-31	$4,833,759	31,753	-3.4%	Shares	Sole	2021-04-23
2020-12-31	$4,177,553	32,876	+8.3%	Shares	Sole	2021-02-02
2020-09-30	$2,923,046	30,363	+0.7%	Shares	Sole	2020-10-19
2020-06-30	$2,836,849	30,160	+0.4%	Shares	Sole	2020-07-20
2020-03-31	$2,705,761	30,054	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.