Dana Investment Advisors, Inc. / JPM
Dana Investment Advisors, Inc.’s Jpmorgan Chase & Co Position
Does Dana Investment Advisors, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 118.3K shares worth $35M (+1.04% of its 13F portfolio) as of Q1 2026, down from 122.2K shares the prior filed quarter.
Position Value
$35M
Q1 2026
Shares
118.3K
% of Portfolio
+1.04%
Quarters Held
30
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 118.3K | $35M | +1.04% |
| Q4 2025 | 122.2K | $39M | +1.15% |
| Q3 2025 | 125.3K | $40M | +1.16% |
| Q2 2025 | 132.1K | $38M | +1.27% |
| Q1 2025 | 134.8K | $33M | +1.18% |
| Q4 2024 | 137.8K | $33M | +1.09% |
| Q3 2024 | 136.9K | $29M | +0.96% |
| Q2 2024 | 134.1K | $27M | +0.92% |
| Q1 2024 | 120.5K | $24M | +0.80% |
| Q4 2023 | 102.6K | $17M | +0.84% |
| Q3 2023 | 50.8K | $7M | +0.38% |
| Q2 2023 | 42.8K | $6M | +0.31% |
| Q1 2023 | 44.1K | $6M | +0.29% |
| Q4 2022 | 47.4K | $6M | +0.33% |
| Q3 2022 | 50.0K | $5M | +0.30% |
| Q2 2022 | 148.1K | $17M | +0.84% |
| Q1 2022 | 150.0K | $20M | +0.94% |
| Q4 2021 | 214.3K | $34M | +1.47% |
| Q3 2021 | 226.4K | $37M | +1.68% |
| Q2 2021 | 251.6K | $39M | +1.74% |
| Q1 2021 | 248.6K | $38M | +1.75% |
| Q4 2020 | 262.9K | $33M | +1.66% |
| Q3 2020 | 260.4K | $25M | +1.36% |
| Q2 2020 | 273.3K | $26M | +1.39% |
| Q1 2020 | 294.5K | $27M | +1.62% |
| Q4 2019 | 271.1K | $38M | +1.81% |
| Q3 2019 | 291.3K | $34M | +1.74% |
| Q2 2019 | 306.2K | $34M | +1.69% |
| Q1 2019 | 330.3K | $33M | +1.58% |
| Q4 2018 | 341.2K | $33M | +1.69% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dana Investment Advisors, Inc.’s full portfolio or all institutional holders of JPM.