Ameriprise
JPM.PRD.CL

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

Ameriprise’s Portfolio JPM.PRD.CL Stock Details JPM.PRD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-14,645
Closed -$360K – 3774
2016
Q4 		$360K Sell
14,645
-3,588
-20% -$89.6K ﹤0.01% 3417
2016
Q3 		$471K Buy
18,233
+616
+3% +$16K ﹤0.01% 3236
2016
Q2 		$456K Buy
17,617
+7,254
+70% +$185K ﹤0.01% 3208
2016
Q1 		$264K Buy
+10,363
New +$260K ﹤0.01% 3417
2015
Q3 		– Sell
-105,896
Closed -$2.5M – 4074
2015
Q2 		$2.5M Buy
+105,896
New +$2.57M ﹤0.01% 2611
2014
Q4 		– Sell
-493
Closed -$11K – 4869
2014
Q3 		$11K Buy
493
+362
+276% +$8.3K ﹤0.01% 4803
2014
Q2 		$3K Buy
+131
New +$2.97K ﹤0.01% 5132

Other funds holding JPM.PRD.CL

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

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

Ameriprise sold out of JPMorgan Chase & Co. (JPM.PRD.CL) in Q1 2017, closing a stake of 14,645 shares — an estimated $360K sold.

Ameriprise first reported a position in JPM.PRD.CL in Q2 2014 and held it in 7 quarters. The position peaked at $2.5M in Q2 2015. 7 funds tracked by Wall St. Rank hold JPM.PRD.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 14,645 JPMorgan Chase & Co. shares in Q1 2017, an estimated $360K.
  • Ameriprise first reported a position in JPMorgan Chase & Co. in Q2 2014 and held it in 7 quarters.
  • Ameriprise's JPMorgan Chase & Co. position peaked at $2.5M in Q2 2015.
  • 7 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.