DIA
Dean Investment Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
36,551
+526
| +1% | +$152K | 1.56% | 1 |
|
|
2025
Q1 | $8.84M | Sell |
36,025
-3,810
| -10% | -$935K | 1.31% | 6 |
|
|
2024
Q4 | $9.55M | Sell |
39,835
-2,617
| -6% | -$627K | 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% | -$514K | 1.27% | 2 |
|
|
2024
Q1 | $9.36M | Sell |
46,731
-3,806
| -8% | -$762K | 1.29% | 3 |
|
|
2023
Q4 | $8.6M | Sell |
50,537
-1,251
| -2% | -$213K | 1.23% | 4 |
|
|
2023
Q3 | $7.51M | Sell |
51,788
-274
| -0.5% | -$39.7K | 1.23% | 9 |
|
|
2023
Q2 | $7.57M | Buy |
52,062
+13,656
| +36% | +$1.99M | 1.23% | 10 |
|
|
2023
Q1 | $5M | Buy |
38,406
+3,321
| +9% | +$433K | 0.8% | 40 |
|
|
2022
Q4 | $4.7M | Buy |
35,085
+5,860
| +20% | +$786K | 0.8% | 39 |
|
|
2022
Q3 | $3.05M | Buy |
29,225
+23,317
| +395% | +$2.44M | 0.62% | 60 |
|
|
2022
Q2 | $665K | Sell |
5,908
-141
| -2% | -$15.9K | 0.13% | 208 |
|
|
2022
Q1 | $825K | Sell |
6,049
-391
| -6% | -$53.3K | 0.15% | 196 |
|
|
2021
Q4 | $1.02M | Sell |
6,440
-187
| -3% | -$29.6K | 0.18% | 196 |
|
|
2021
Q3 | $1.09M | Sell |
6,627
-48
| -0.7% | -$7.86K | 0.2% | 189 |
|
|
2021
Q2 | $1.04M | Sell |
6,675
-10
| -0.1% | -$1.56K | 0.19% | 200 |
|
|
2021
Q1 | $1.02M | Sell |
6,685
-211
| -3% | -$32.1K | 0.19% | 200 |
|
|
2020
Q4 | $876K | Buy |
6,896
+32
| +0.5% | +$4.07K | 0.18% | 196 |
|
|
2020
Q3 | $661K | Sell |
6,864
-89
| -1% | -$8.57K | 0.16% | 200 |
|
|
2020
Q2 | $654K | Buy |
6,953
+1,834
| +36% | +$173K | 0.16% | 196 |
|
|
2020
Q1 | $461K | Buy |
+5,119
| New | +$461K | 0.1% | 209 |
|
|
2017
Q1 | – | Sell |
-27,941
| Closed | -$2.41M | – | 208 |
|
|
2016
Q4 | $2.41M | Buy |
27,941
+182
| +0.7% | +$15.7K | 0.41% | 104 |
|
|
2016
Q3 | $1.85M | Buy |
27,759
+1,121
| +4% | +$74.6K | 0.34% | 109 |
|
|
2016
Q2 | $1.66M | Buy |
26,638
+12,021
| +82% | +$747K | 0.32% | 105 |
|
|
2016
Q1 | $866K | Sell |
14,617
-13,577
| -48% | -$804K | 0.18% | 129 |
|
|
2015
Q4 | $1.86M | Sell |
28,194
-612
| -2% | -$40.4K | 0.41% | 100 |
|
|
2015
Q3 | $1.76M | Sell |
28,806
-81,228
| -74% | -$4.95M | 0.4% | 107 |
|
|
2015
Q2 | $7.46M | Sell |
110,034
-761
| -0.7% | -$51.6K | 1.69% | 1 |
|
|
2015
Q1 | $6.71M | Sell |
110,795
-1,482
| -1% | -$89.8K | 1.56% | 4 |
|
|
2014
Q4 | $7.03M | Sell |
112,277
-1,053
| -0.9% | -$65.9K | 1.63% | 2 |
|
|
2014
Q3 | $6.83M | Buy |
113,330
+622
| +0.6% | +$37.5K | 1.66% | 3 |
|
|
2014
Q2 | $6.49M | Sell |
112,708
-1,483
| -1% | -$85.4K | 1.5% | 6 |
|
|
2014
Q1 | $6.93M | Sell |
114,191
-9,906
| -8% | -$601K | 1.67% | 3 |
|
|
2013
Q4 | $7.26M | Sell |
124,097
-1,220
| -1% | -$71.3K | 1.74% | 4 |
|
|
2013
Q3 | $6.48M | Sell |
125,317
-923
| -0.7% | -$47.7K | 1.69% | 3 |
|
|
2013
Q2 | $6.66M | Buy |
+126,240
| New | +$6.66M | 1.9% | 3 |
|