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JPM
Showing 8 of 29 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
731,961
+7.8%
$215.3M1.1%$300.26
52
2025-Q4
Increased
679,313
+2.2%
$218.9M1.2%$321.97
49
2025-Q3
Increased
664,924
+3.1%
$209.7M1.2%$312.75
50
2025-Q2
Increased
644,950
+11.2%
$187M1.3%$283.07
53
2025-Q1
Increased
580,142
+7.9%
$142.3M1.1%$237.97
52
2024-Q4
Increased
537,475
+7.9%
$128.8M1.1%$233.31
51
2024-Q3
Increased
498,113
+5.3%
$110.3M1.0%$203.96
45
2024-Q2
Increased
473,264
+10.7%
$95.7M1.0%$194.90
47

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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