Dean Investment Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
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|
2025
Q1 | $8.84M | Sell |
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|
2024
Q4 | $9.55M | Sell |
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|
2024
Q3 | $8.95M | Sell |
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|
2024
Q2 | $8.94M | Sell |
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|
2024
Q1 | $9.36M | Sell |
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|
2023
Q4 | $8.6M | Sell |
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|
2023
Q3 | $7.51M | Sell |
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|
2023
Q2 | $7.57M | Buy |
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|
2023
Q1 | $5M | Buy |
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|
2022
Q4 | $4.7M | Buy |
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|
2022
Q3 | $3.05M | Buy |
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|
2022
Q2 | $665K | Sell |
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|
2022
Q1 | $825K | Sell |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $876K | Buy |
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|
2020
Q3 | $661K | Sell |
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|
2020
Q2 | $654K | Buy |
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|
2020
Q1 | $461K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.41M | Buy |
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|
2016
Q3 | $1.85M | Buy |
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|
2016
Q2 | $1.66M | Buy |
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|
2016
Q1 | $866K | Sell |
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|
2015
Q4 | $1.86M | Sell |
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|
2015
Q3 | $1.76M | Sell |
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|
2015
Q2 | $7.46M | Sell |
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|
2015
Q1 | $6.71M | Sell |
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|
2014
Q4 | $7.03M | Sell |
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|
2014
Q3 | $6.83M | Buy |
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|
2014
Q2 | $6.49M | Sell |
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|
2014
Q1 | $6.93M | Sell |
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|
2013
Q4 | $7.26M | Sell |
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|
2013
Q3 | $6.48M | Sell |
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|
2013
Q2 | $6.66M | Buy |
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