Ameriprise
JPM.PRB.CL

Ameriprise’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History

Ameriprise’s Portfolio JPM.PRB.CL Stock Details JPM.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-12,642
Closed -$340K – 3746
2016
Q4 		$340K Buy
12,642
+1,018
+9% +$27.8K ﹤0.01% 3443
2016
Q3 		$329K Sell
11,624
-690
-6% -$19.4K ﹤0.01% 3351
2016
Q2 		$348K Buy
12,314
+912
+8% +$25.4K ﹤0.01% 3318
2016
Q1 		$316K Sell
11,402
-1,650
-13% -$45.1K ﹤0.01% 3341
2015
Q4 		$359K Buy
13,052
+1,005
+8% +$27.2K ﹤0.01% 3407
2015
Q3 		$323K Sell
12,047
-46,732
-80% -$1.24M ﹤0.01% 3454
2015
Q2 		$1.54M Buy
58,779
+45,902
+356% +$1.22M ﹤0.01% 2904
2015
Q1 		$347K Buy
12,877
+1,479
+13% +$39.3K ﹤0.01% 3351
2014
Q4 		$301K Buy
11,398
+7,900
+226% +$205K ﹤0.01% 3333
2014
Q3 		$89K Buy
3,498
+3,444
+6,378% +$88.5K ﹤0.01% 3727
2014
Q2 		$1K Buy
+54
New +$1.39K ﹤0.01% 5432

Other funds holding JPM.PRB.CL

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Ameriprise's JPM.PRB.CL Position: Q1 2017 in Review

Ameriprise sold out of JPMorgan Chase & Co. (JPM.PRB.CL) in Q1 2017, closing a stake of 12,642 shares — an estimated $340K sold.

Ameriprise first reported a position in JPM.PRB.CL in Q2 2014 and held it in 11 quarters. The position peaked at $1.54M in Q2 2015. 13 funds tracked by Wall St. Rank hold JPM.PRB.CL as of Q1 2017.

  • Ameriprise reported no remaining JPMorgan Chase & Co. position as of Q1 2017 after selling out during the quarter.
  • Ameriprise sold 12,642 JPMorgan Chase & Co. shares in Q1 2017, an estimated $340K.
  • Ameriprise first reported a position in JPMorgan Chase & Co. in Q2 2014 and held it in 11 quarters.
  • Ameriprise's JPMorgan Chase & Co. position peaked at $1.54M in Q2 2015.
  • 13 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q1 2017.

Based on Ameriprise's 13F filing for Q1 2017, filed 5 May 2017.