How many shares of JPM does O'SHAUGHNESSY ASSET MANAGEMENT, LLC own?

As of 2026-Q2, O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds 670,018 shares of JPM (JPMORGAN CHASE & CO).

What is O'SHAUGHNESSY ASSET MANAGEMENT, LLC's JPM position worth?

As of 2026-Q2, O'SHAUGHNESSY ASSET MANAGEMENT, LLC's JPM position is worth $219.3M.

Is O'SHAUGHNESSY ASSET MANAGEMENT, LLC buying or selling JPM?

In 2026-Q2, O'SHAUGHNESSY ASSET MANAGEMENT, LLC decreased their JPM position (-8.5% change in shares).

When did O'SHAUGHNESSY ASSET MANAGEMENT, LLC first buy JPM?

Based on available 13F filings, O'SHAUGHNESSY ASSET MANAGEMENT, LLC first reported a position in JPM in 2019-Q1. They have held the position across 30 quarters.

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O'SHAUGHNESSY ASSET MANAGEMENT, LLC

JPM
30 quarters

Position history for O'SHAUGHNESSY ASSET MANAGEMENT, LLC's holdings in JPMORGAN CHASE & CO

Current Value

$219.3M

Current Shares

670,018

Total Value Change

+$216.6M

Total Shares Change

+642,781

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	670,018	-8.5%	$219.3M	1.0%	$325.86	0
2026-Q1	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
2024-Q1	Increased	427,401	+14.4%	$85.6M	0.9%	$191.89	48
2023-Q4	Increased	373,443	+44.0%	$63.5M	0.8%	$161.96	56
2023-Q3	Increased	259,429	+23.5%	$37.6M	0.6%	$137.07	50
2023-Q2	Increased	210,005	+9.1%	$30.5M	0.5%	$134.64	38
2023-Q1	Increased	192,504	+12.0%	$25.1M	0.4%	$119.92	38
2022-Q4	Increased	171,916	+9.2%	$23.1M	0.4%	$123.99	37
2022-Q3	Increased	157,423	+8.3%	$16.5M	0.3%	$97.28	37
2022-Q2	Increased	145,371	+0.6%	$16.4M	0.3%	$104.73	34
2022-Q1	Increased	144,549	+7.4%	$19.7M	0.3%	$126.72	37
2021-Q4	Increased	134,546	+13.8%	$21.3M	0.4%	$142.04	39
2021-Q3	Decreased	118,278	-39.9%	$19.4M	0.4%	$147.85	0
2021-Q2	Decreased	196,880	-28.2%	$30.6M	0.6%	$136.54	0
2021-Q1	Decreased	274,272	-0.4%	$41.7M	0.9%	$136.04	0
2020-Q4	Increased	275,448	+13.4%	$35M	1.0%	$109.61	46
2020-Q3	Increased	242,929	+2.0%	$23.4M	0.7%	$82.60	41
2020-Q2	Increased	238,060	+57.0%	$22.4M	0.7%	$79.79	57
2020-Q1	Increased	151,612	+747.1%	$13.7M	0.5%	$79.39	54
2019-Q4	Increased	17,898	+74.8%	$2.5M	0.1%	$116.96	39
2019-Q3	Increased	10,238	+15.3%	$1.2M	0.0%	$98.53	29
2019-Q2	Decreased	8,876	-67.4%	$989,000	0.0%	$92.92	0
2019-Q1	New	27,237	-	$2.7M	0.1%	$83.49	36

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

JPM30 quarters

JPM
30 quarters