Dean Investment Associates, LLC / JPM
Dean Investment Associates, LLC’s Jpmorgan Chase & Co Position
Does Dean Investment Associates, LLC own Jpmorgan Chase & Co (JPM)? Yes — 24.8K shares worth $7M (+1.03% of its 13F portfolio) as of Q1 2026, down from 26.1K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
24.8K
% of Portfolio
+1.03%
Quarters Held
25
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 24.8K | $7M | +1.03% |
| Q4 2025 | 26.1K | $8M | +1.20% |
| Q3 2025 | 27.3K | $9M | +1.21% |
| Q2 2025 | 36.6K | $11M | +1.56% |
| Q1 2025 | 36.0K | $9M | +1.31% |
| Q4 2024 | 39.8K | $10M | +1.36% |
| Q3 2024 | 42.5K | $9M | +1.21% |
| Q2 2024 | 44.2K | $9M | +1.27% |
| Q1 2024 | 46.7K | $9M | +1.29% |
| Q4 2023 | 50.5K | $9M | +1.23% |
| Q3 2023 | 51.8K | $8M | +1.23% |
| Q2 2023 | 52.1K | $8M | +1.23% |
| Q1 2023 | 38.4K | $5M | +0.80% |
| Q4 2022 | 35.1K | $5M | +0.80% |
| Q3 2022 | 29.2K | $3M | +0.62% |
| Q2 2022 | 5.9K | $665,000 | +0.13% |
| Q1 2022 | 6.0K | $825,000 | +0.15% |
| Q4 2021 | 6.4K | $1M | +0.18% |
| Q3 2021 | 6.6K | $1M | +0.20% |
| Q2 2021 | 6.7K | $1M | +0.19% |
| Q1 2021 | 6.7K | $1M | +0.19% |
| Q4 2020 | 6.9K | $876,000 | +0.18% |
| Q3 2020 | 6.9K | $661,000 | +0.16% |
| Q2 2020 | 7.0K | $654,000 | +0.16% |
| Q1 2020 | 5.1K | $461,000 | +0.10% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dean Investment Associates, LLC’s full portfolio or all institutional holders of JPM.