Ameriprise’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.35B | Sell |
21,907,008
-511,997
| -2% | -$149M | 1.57% | 8 |
|
2025
Q1 | $5.5B | Sell |
22,419,005
-125,711
| -0.6% | -$30.8M | 1.48% | 5 |
|
2024
Q4 | $5.41B | Sell |
22,544,716
-489,459
| -2% | -$117M | 1.39% | 8 |
|
2024
Q3 | $4.86B | Sell |
23,034,175
-413,219
| -2% | -$87.1M | 1.25% | 8 |
|
2024
Q2 | $4.74B | Sell |
23,447,394
-165,878
| -0.7% | -$33.5M | 1.28% | 7 |
|
2024
Q1 | $4.73B | Sell |
23,613,272
-100,060
| -0.4% | -$20.1M | 1.3% | 6 |
|
2023
Q4 | $4.04B | Sell |
23,713,332
-11,344
| -0% | -$1.93M | 1.21% | 6 |
|
2023
Q3 | $3.44B | Buy |
23,724,676
+457,184
| +2% | +$66.3M | 1.13% | 7 |
|
2023
Q2 | $3.39B | Buy |
23,267,492
+867,932
| +4% | +$126M | 1.06% | 7 |
|
2023
Q1 | $2.92B | Sell |
22,399,560
-14,997
| -0.1% | -$1.95M | 0.96% | 7 |
|
2022
Q4 | $3.01B | Sell |
22,414,557
-596,189
| -3% | -$80M | 1.03% | 6 |
|
2022
Q3 | $2.4B | Buy |
23,010,746
+464,597
| +2% | +$48.5M | 0.89% | 6 |
|
2022
Q2 | $2.54B | Buy |
22,546,149
+341,689
| +2% | +$38.4M | 0.88% | 7 |
|
2022
Q1 | $3.02B | Sell |
22,204,460
-664,541
| -3% | -$90.5M | 0.89% | 8 |
|
2021
Q4 | $3.61B | Buy |
22,869,001
+486,546
| +2% | +$76.9M | 1% | 7 |
|
2021
Q3 | $3.67B | Buy |
22,382,455
+1,271,324
| +6% | +$208M | 1.17% | 5 |
|
2021
Q2 | $3.28B | Sell |
21,111,131
-365,809
| -2% | -$56.9M | 1.02% | 6 |
|
2021
Q1 | $3.27B | Sell |
21,476,940
-532,686
| -2% | -$81.1M | 1.09% | 6 |
|
2020
Q4 | $2.8B | Sell |
22,009,626
-2,630,959
| -11% | -$334M | 0.99% | 7 |
|
2020
Q3 | $2.37B | Sell |
24,640,585
-1,160,454
| -4% | -$112M | 0.96% | 7 |
|
2020
Q2 | $2.43B | Buy |
25,801,039
+2,972,169
| +13% | +$279M | 1.04% | 8 |
|
2020
Q1 | $2.06B | Sell |
22,828,870
-491,331
| -2% | -$44.2M | 1.08% | 8 |
|
2019
Q4 | $3.25B | Buy |
23,320,201
+208,769
| +0.9% | +$29.1M | 1.35% | 5 |
|
2019
Q3 | $2.72B | Buy |
23,111,432
+185,680
| +0.8% | +$21.9M | 1.22% | 5 |
|
2019
Q2 | $2.56B | Sell |
22,925,752
-572,679
| -2% | -$64M | 1.15% | 7 |
|
2019
Q1 | $2.38B | Sell |
23,498,431
-7,065,431
| -23% | -$715M | 1.09% | 8 |
|
2018
Q4 | $2.99B | Sell |
30,563,862
-1,855,547
| -6% | -$181M | 1.49% | 4 |
|
2018
Q3 | $3.87B | Sell |
32,419,409
-1,434,265
| -4% | -$171M | 1.35% | 5 |
|
2018
Q2 | $3.53B | Sell |
33,853,674
-2,041,659
| -6% | -$213M | 1.56% | 4 |
|
2018
Q1 | $3.95B | Sell |
35,895,333
-1,075,153
| -3% | -$118M | 1.79% | 3 |
|
2017
Q4 | $3.96B | Buy |
36,970,486
+717,908
| +2% | +$76.8M | 1.8% | 3 |
|
2017
Q3 | $3.46B | Buy |
36,252,578
+739,460
| +2% | +$70.6M | 1.65% | 3 |
|
2017
Q2 | $3.25B | Buy |
35,513,118
+3,526,937
| +11% | +$322M | 1.62% | 3 |
|
2017
Q1 | $2.81B | Sell |
31,986,181
-2,180,124
| -6% | -$191M | 1.45% | 4 |
|
2016
Q4 | $2.95B | Sell |
34,166,305
-1,171,200
| -3% | -$101M | 1.61% | 3 |
|
2016
Q3 | $2.35B | Sell |
35,337,505
-962,749
| -3% | -$64.1M | 1.32% | 4 |
|
2016
Q2 | $2.26B | Buy |
36,300,254
+951,718
| +3% | +$59.1M | 1.32% | 5 |
|
2016
Q1 | $2.09B | Buy |
35,348,536
+1,961,948
| +6% | +$116M | 1.25% | 4 |
|
2015
Q4 | $2.2B | Buy |
33,386,588
+99,011
| +0.3% | +$6.54M | 1.29% | 4 |
|
2015
Q3 | $2.03B | Sell |
33,287,577
-1,619,505
| -5% | -$98.7M | 1.26% | 4 |
|
2015
Q2 | $2.37B | Buy |
34,907,082
+991,525
| +3% | +$67.2M | 1.35% | 2 |
|
2015
Q1 | $2.05B | Sell |
33,915,557
-3,891,395
| -10% | -$236M | 1.18% | 2 |
|
2014
Q4 | $2.37B | Buy |
37,806,952
+2,526,324
| +7% | +$158M | 1.38% | 3 |
|
2014
Q3 | $2.13B | Sell |
35,280,628
-229,721
| -0.6% | -$13.8M | 1.28% | 4 |
|
2014
Q2 | $2.05B | Sell |
35,510,349
-9,443,139
| -21% | -$544M | 1.21% | 3 |
|
2014
Q1 | $2.73B | Buy |
44,953,488
+5,487,786
| +14% | +$333M | 1.64% | 1 |
|
2013
Q4 | $2.31B | Buy |
39,465,702
+1,133,610
| +3% | +$66.3M | 1.4% | 3 |
|
2013
Q3 | $1.98B | Sell |
38,332,092
-1,969,729
| -5% | -$102M | 1.3% | 3 |
|
2013
Q2 | $2.13B | Buy |
+40,301,821
| New | +$2.13B | 1.47% | 1 |
|