JPMorgan Chase & Co. shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210M | 665k | 315.43 |
| 2025-06-30 | $187M | 645k | 289.91 |
| 2025-03-31 | $142M | 580k | 245.30 |
| 2024-12-31 | $129M | 538k | 239.71 |
| 2024-09-30 | $110M | 498k | 221.48 |
| 2024-06-30 | $96M | 473k | 202.26 |
| 2024-03-31 | $86M | 427k | 200.30 |
| 2023-12-31 | $64M | 373k | 170.10 |
| 2023-09-30 | $38M | 259k | 145.02 |
| 2023-06-30 | $31M | 210k | 145.44 |
| 2023-03-31 | $25M | 193k | 130.31 |
| 2022-12-31 | $23M | 172k | 134.10 |
| 2022-09-30 | $17M | 157k | 104.50 |
| 2022-06-30 | $16M | 145k | 112.61 |
| 2022-03-31 | $20M | 145k | 136.32 |
| 2021-12-31 | $21M | 135k | 158.35 |
| 2021-09-30 | $19M | 118k | 163.77 |
| 2021-06-30 | $31M | 197k | 155.53 |
| 2021-03-31 | $42M | 274k | 152.21 |
| 2020-12-31 | $35M | 275k | 127.07 |
| 2020-09-30 | $23M | 243k | 96.30 |
| 2020-06-30 | $22M | 238k | 94.08 |
| 2020-03-31 | $14M | 152k | 90.07 |
| 2019-12-31 | $2.5M | 18k | 139.23 |
| 2019-09-30 | $1.2M | 10k | 117.70 |
| 2019-06-30 | $989k | 8.9k | 111.42 |
| 2019-03-31 | $2.7M | 27k | 100.64 |
| 2018-12-31 | $9.4M | 96k | 97.67 |
| 2018-09-30 | $22M | 193k | 112.46 |
| 2018-06-30 | $21M | 198k | 103.95 |
| 2018-03-31 | $21M | 191k | 109.97 |
| 2017-12-31 | $20M | 183k | 106.94 |
| 2017-09-30 | $9.4M | 98k | 95.51 |
| 2017-06-30 | $6.6M | 73k | 91.40 |
| 2017-03-31 | $4.9M | 56k | 87.83 |
| 2016-12-31 | $442k | 5.1k | 86.24 |
| 2016-09-30 | $7.0k | 112 | 62.50 |
| 2016-03-31 | $13k | 214 | 60.75 |
| 2015-12-31 | $26k | 397 | 65.49 |
| 2015-09-30 | $7.0k | 113 | 61.95 |
| 2015-06-30 | $9.0k | 140 | 64.29 |
| 2015-03-31 | $7.0k | 112 | 62.50 |
| 2014-12-31 | $3.0k | 43 | 69.77 |
| 2014-09-30 | $3.0k | 43 | 69.77 |
| 2014-06-30 | $3.0k | 50 | 60.00 |
| 2014-03-31 | $13k | 214 | 60.75 |
| 2013-12-31 | $32k | 612 | 52.29 |
| 2013-09-30 | $17k | 335 | 50.75 |
| 2013-06-30 | $32k | 612 | 52.29 |
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