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 Q2	$393K	Hold	1,200	–	–	﹤0.01%	1708
2026 Q1	$353K	Buy	+1,200	New	+$364K	﹤0.01%	1702

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

O'Shaughnessy Asset Management's JPM Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its JPMorgan Chase (JPM) stake by 8.5% in Q2 2026, selling an estimated $19.2M and leaving 670,018 shares worth $219M. The position accounts for 1.01% of the portfolio, ranked #10.

O'Shaughnessy Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

O'Shaughnessy Asset Management held 670,018 shares of JPMorgan Chase worth $219M as of Q2 2026.
O'Shaughnessy Asset Management sold 61,943 JPMorgan Chase shares in Q2 2026, an estimated $19.2M.
JPMorgan Chase made up 1.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #10 holding.
O'Shaughnessy Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.