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DEAN INVESTMENT ASSOCIATES, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DEAN INVESTMENT ASSOCIATES, LLC on JPM, newest first. How the timeline and the estimate are built.

DEAN INVESTMENT ASSOCIATES, LLC held 23,558 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 23,558 shares
    Change vs previous 13F -1,223 shares

    1.01% of the 13F portfolio, value $7,711,240.

    13F-HR/A 0000846797-26-000004 filed by DEAN INVESTMENT ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,781 shares
    Change vs previous 13F -1,354 shares

    1.03% of the 13F portfolio, value $7,289,579.

    13F-HR 0000846797-26-000002 filed by DEAN INVESTMENT ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,135 shares
    Change vs previous 13F -1,132 shares

    1.2% of the 13F portfolio, value $8,421,220.

    13F-HR 0000846797-26-000001 filed by DEAN INVESTMENT ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,267 shares
    Change vs previous 13F -9,284 shares

    1.21% of the 13F portfolio, value $8,600,830.

    13F-HR 0000846797-25-000005 filed by DEAN INVESTMENT ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,551 shares
    Change vs previous 13F +526 shares

    1.56% of the 13F portfolio, value $10,596,500.

    13F-HR 0000846797-25-000004 filed by DEAN INVESTMENT ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,025 shares
    Change vs previous 13F -3,810 shares

    1.31% of the 13F portfolio, value $8,836,932.

    13F-HR 0000846797-25-000003 filed by DEAN INVESTMENT ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 39,835 shares
    Change vs previous 13F -2,617 shares

    1.36% of the 13F portfolio, value $9,548,848.

    13F-HR 0000846797-25-000001 filed by DEAN INVESTMENT ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 42,452 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $8,951,429.

    13F-HR 0000846797-24-000003 filed by DEAN INVESTMENT ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).