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Dean Investment Associates’s JPMorgan Chase JPM Stock Holding History

Dean Investment Associates’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.29M Sell
24,781
-1,354
-5% -$411K 1.03% 15
2025
Q4 		$8.42M Sell
26,135
-1,132
-4% -$350K 1.2% 7
2025
Q3 		$8.6M Sell
27,267
-9,284
-25% -$2.76M 1.21% 9
2025
Q2 		$10.6M Buy
36,551
+526
+1% +$134K 1.56% 1
2025
Q1 		$8.84M Sell
36,025
-3,810
-10% -$971K 1.31% 6
2024
Q4 		$9.55M Sell
39,835
-2,617
-6% -$610K 1.36% 3
2024
Q3 		$8.95M Sell
42,452
-1,738
-4% -$366K 1.21% 6
2024
Q2 		$8.94M Sell
44,190
-2,541
-5% -$497K 1.27% 2
2024
Q1 		$9.36M Sell
46,731
-3,806
-8% -$687K 1.29% 3
2023
Q4 		$8.6M Sell
50,537
-1,251
-2% -$190K 1.23% 4
2023
Q3 		$7.51M Sell
51,788
-274
-0.5% -$41.1K 1.23% 9
2023
Q2 		$7.57M Buy
52,062
+13,656
+36% +$1.88M 1.23% 10
2023
Q1 		$5M Buy
38,406
+3,321
+9% +$455K 0.8% 40
2022
Q4 		$4.7M Buy
35,085
+5,860
+20% +$742K 0.8% 39
2022
Q3 		$3.05M Buy
29,225
+23,317
+395% +$2.68M 0.62% 60
2022
Q2 		$665K Sell
5,908
-141
-2% -$17.5K 0.13% 208
2022
Q1 		$825K Sell
6,049
-391
-6% -$57.7K 0.15% 196
2021
Q4 		$1.02M Sell
6,440
-187
-3% -$30.7K 0.18% 196
2021
Q3 		$1.08M Sell
6,627
-48
-0.7% -$7.53K 0.2% 189
2021
Q2 		$1.04M Sell
6,675
-10
-0.1% -$1.57K 0.19% 200
2021
Q1 		$1.02M Sell
6,685
-211
-3% -$30.4K 0.19% 200
2020
Q4 		$876K Buy
6,896
+32
+0.5% +$3.58K 0.18% 196
2020
Q3 		$661K Sell
6,864
-89
-1% -$8.74K 0.16% 200
2020
Q2 		$654K Buy
6,953
+1,834
+36% +$174K 0.16% 196
2020
Q1 		$461K Buy
+5,119
New +$622K 0.1% 209
2017
Q1 		– Sell
-27,941
Closed -$2.41M – 208
2016
Q4 		$2.41M Buy
27,941
+182
+0.7% +$13.9K 0.41% 104
2016
Q3 		$1.85M Buy
27,759
+1,121
+4% +$73.1K 0.34% 109
2016
Q2 		$1.66M Buy
26,638
+12,021
+82% +$751K 0.32% 105
2016
Q1 		$866K Sell
14,617
-13,577
-48% -$793K 0.18% 129
2015
Q4 		$1.86M Sell
28,194
-612
-2% -$39.9K 0.41% 100
2015
Q3 		$1.76M Sell
28,806
-81,228
-74% -$5.32M 0.4% 107
2015
Q2 		$7.46M Sell
110,034
-761
-0.7% -$49.7K 1.69% 1
2015
Q1 		$6.71M Sell
110,795
-1,482
-1% -$87.8K 1.56% 4
2014
Q4 		$7.03M Sell
112,277
-1,053
-0.9% -$63.4K 1.63% 2
2014
Q3 		$6.83M Buy
113,330
+622
+0.6% +$36.4K 1.66% 3
2014
Q2 		$6.49M Sell
112,708
-1,483
-1% -$83.4K 1.5% 6
2014
Q1 		$6.93M Sell
114,191
-9,906
-8% -$572K 1.67% 3
2013
Q4 		$7.26M Sell
124,097
-1,220
-1% -$66.8K 1.74% 4
2013
Q3 		$6.48M Sell
125,317
-923
-0.7% -$49.5K 1.69% 3
2013
Q2 		$6.66M Buy
+126,240
New +$6.42M 1.9% 3

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dean Investment Associates's JPM Position: Q1 2026 in Review

Dean Investment Associates reduced its JPMorgan Chase (JPM) stake by 5.2% in Q1 2026, selling an estimated $411K and leaving 24,781 shares worth $7.29M. The position accounts for 1.03% of the portfolio, ranked #15.

Dean Investment Associates first reported a position in JPM in Q2 2013 and has held it in 40 quarters since. The position peaked at $10.6M in Q2 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Dean Investment Associates held 24,781 shares of JPMorgan Chase worth $7.29M as of Q1 2026.
  • Dean Investment Associates sold 1,354 JPMorgan Chase shares in Q1 2026, an estimated $411K.
  • JPMorgan Chase made up 1.03% of Dean Investment Associates's portfolio in Q1 2026, its #15 holding.
  • Dean Investment Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 40 quarters since.
  • Dean Investment Associates's JPMorgan Chase position peaked at $10.6M in Q2 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.