Dean Investment Associates, LLC Jpmorgan Chase & CO Transaction History

Dean Investment Associates, LLC

$726 Million
Q3 2024

A detailed history of Dean Investment Associates, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dean Investment Associates, LLC holds 42,452 shares of JPM stock, worth $10.2 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

42,452

Previous 44,190 3.93%

Holding current value

$10.2 Million

Previous $8.94 Million 0.12%

% of portfolio

1.23%

Previous 1.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	SELL	$194.9 - $224.8 $338,736 - $390,702	-1,738 Reduced 3.93%	42,452 $8.95 Million
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $457,583 - $520,371	-2,541 Reduced 5.44%	44,190 $8.94 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $635,944 - $762,341	-3,806 Reduced 7.53%	46,731 $9.36 Million
Q4 2023 Feb 09, 2024	SELL	$135.69 - $170.3 $169,748 - $213,045	-1,251 Reduced 2.42%	50,537 $8.6 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $39,239 - $43,292	-274 Reduced 0.53%	51,788 $7.51 Million
Q2 2023 Aug 07, 2023	BUY	$127.47 - $145.44 $1.74 Million - $1.99 Million	13,656 Added 35.56%	52,062 $7.57 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $414,826 - $477,559	3,321 Added 9.47%	38,406 $5 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $597,485 - $807,742	5,860 Added 20.05%	35,085 $4.71 Million
Q3 2022 Nov 09, 2022	BUY	$20.73 - $120.58 $483,361 - $2.81 Million	23,317 Added 394.67%	29,225 $3.05 Million
Q2 2022 Aug 18, 2022	SELL	$112.61 - $135.91 $15,878 - $19,163	-141 Reduced 2.33%	5,908 $665,000
Q1 2022 May 11, 2022	SELL	$128.3 - $168.44 $50,165 - $65,860	-391 Reduced 6.07%	6,049 $825,000
Q4 2021 Feb 10, 2022	SELL	$153.94 - $171.78 $28,786 - $32,122	-187 Reduced 2.82%	6,440 $1.02 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $7,054 - $8,015	-48 Reduced 0.72%	6,627 $1.09 Million
Q2 2021 Aug 11, 2021	SELL	$147.37 - $166.44 $1,473 - $1,664	-10 Reduced 0.15%	6,675 $1.04 Million
Q1 2021 May 04, 2021	SELL	$125.65 - $157.65 $26,512 - $33,264	-211 Reduced 3.06%	6,685 $1.02 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $3,089 - $4,066	32 Added 0.47%	6,896 $876,000
Q3 2020 Nov 06, 2020	SELL	$91.28 - $103.82 $8,123 - $9,239	-89 Reduced 1.28%	6,864 $661,000
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $154,111 - $208,067	1,834 Added 35.83%	6,953 $654,000
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $404,554 - $722,239	5,119 New	5,119 $461,000

Others Institutions Holding JPM

# of Institutions

4,612

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $706B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Dean Investment Associates, LLC Jpmorgan Chase & CO Transaction History