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Disclosery

Patten Group, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patten Group, Inc. on JPM, newest first. How the timeline and the estimate are built.

Patten Group, Inc. held 30,366 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,366 shares
    Change vs previous 13F +24 shares

    1.55% of the 13F portfolio, value $9,939,855.

    13F-HR 0001633207-26-000003 filed by Patten Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,342 shares
    Change vs previous 13F +139 shares

    1.55% of the 13F portfolio, value $8,925,267.

    13F-HR 0001633207-26-000002 filed by Patten Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,203 shares
    Change vs previous 13F +105 shares

    1.8% of the 13F portfolio, value $9,731,873.

    13F-HR 0001172661-26-000288 filed by Patten Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,098 shares
    Change vs previous 13F -260 shares

    1.85% of the 13F portfolio, value $9,493,704.

    13F-HR 0001172661-25-004668 filed by Patten Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,358 shares
    Change vs previous 13F -536 shares

    1.86% of the 13F portfolio, value $8,801,051.

    13F-HR 0001172661-25-002803 filed by Patten Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,894 shares
    Change vs previous 13F -750 shares

    1.74% of the 13F portfolio, value $7,578,356.

    13F-HR 0001172661-25-001849 filed by Patten Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,644 shares
    Change vs previous 13F -1,074 shares

    1.68% of the 13F portfolio, value $7,585,272.

    13F-HR 0001172661-25-000525 filed by Patten Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,718 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $6,898,939.

    13F-HR 0001172661-24-004164 filed by Patten Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).