Position history for O'SHAUGHNESSY ASSET MANAGEMENT, LLC's holdings in JPMORGAN CHASE & CO
O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds 731,961 shares of JPM (JPMORGAN CHASE & CO), worth $215.3M as of 2026-Q1. The position was increased (+7.8% shares). JPM represents 1.1% of O'SHAUGHNESSY ASSET MANAGEMENT, LLC's portfolio.
Current Value
$215.3M
Current Shares
731,961
Total Value Change
+$119.6M
Total Shares Change
+258,697
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 731,961 |
+7.8% |
| $215.3M |
| 1.1% |
| $300.26 |
52 |
| 2025-Q4 | Increased | 679,313 | +2.2% | $218.9M | 1.2% | $321.97 | 49 |
| 2025-Q3 | Increased | 664,924 | +3.1% | $209.7M | 1.2% | $312.75 | 50 |
| 2025-Q2 | Increased | 644,950 | +11.2% | $187M | 1.3% | $283.07 | 53 |
| 2025-Q1 | Increased | 580,142 | +7.9% | $142.3M | 1.1% | $237.97 | 52 |
| 2024-Q4 | Increased | 537,475 | +7.9% | $128.8M | 1.1% | $233.31 | 51 |
| 2024-Q3 | Increased | 498,113 | +5.3% | $110.3M | 1.0% | $203.96 | 45 |
| 2024-Q2 | Increased | 473,264 | +10.7% | $95.7M | 1.0% | $194.90 | 47 |