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O'Shaughnessy Asset Management’s JPMorgan Chase JPM Stock Holding History

O'Shaughnessy Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$353K Buy
+1,200
New +$364K ﹤0.01% 1702

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

O'Shaughnessy Asset Management's JPM Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its JPMorgan Chase (JPM) stake by 7.8% in Q1 2026, buying an estimated $16M and bringing the position to 731,961 shares worth $215M. The position accounts for 1.07% of the portfolio, ranked #11.

O'Shaughnessy Asset Management first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $219M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • O'Shaughnessy Asset Management held 731,961 shares of JPMorgan Chase worth $215M as of Q1 2026.
  • O'Shaughnessy Asset Management bought 52,648 JPMorgan Chase shares in Q1 2026, an estimated $16M.
  • JPMorgan Chase made up 1.07% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #11 holding.
  • O'Shaughnessy Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
  • O'Shaughnessy Asset Management's JPMorgan Chase position peaked at $219M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.