O'SHAUGHNESSY ASSET MANAGEMENT, LLC JPM Holdings History
O'SHAUGHNESSY ASSET MANAGEMENT, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, O'SHAUGHNESSY ASSET MANAGEMENT, LLC held 580,142.00 shares of JPMorgan Chase & Co(JPM), totaling $142.31 Mil. This investment constitutes 1.14% of their stock portfolio, and O'SHAUGHNESSY ASSET MANAGEMENT, LLC now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q2. And since then O'SHAUGHNESSY ASSET MANAGEMENT, LLC has made 23 purchases of JPM, at an average price of $143.33, for a total of 927,259.00 shares. In addition, there have been 10 sales at an average price of $128.74 for 347,117.00 shares. Based on historical transaction data and JPM's current price of $291.43, O'SHAUGHNESSY ASSET MANAGEMENT, LLC's estimated gain on his JPM holdings is $80.85 Mil, reflecting a 60.83% gain to date.
O'SHAUGHNESSY ASSET MANAGEMENT, LLC JPM ($291.43) Holding Chart
O'SHAUGHNESSY ASSET MANAGEMENT, LLC JPM ($291.43) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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