Ameriprise
JPM.PRF.CL

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

Ameriprise’s Portfolio JPM.PRF.CL Stock Details JPM.PRF.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-110,242
Closed -$2.79M – 3727
2016
Q4 		$2.79M Buy
110,242
+5,175
+5% +$135K ﹤0.01% 2460
2016
Q3 		$2.84M Buy
105,067
+3,092
+3% +$84.4K ﹤0.01% 2386
2016
Q2 		$2.73M Buy
101,975
+4,631
+5% +$122K ﹤0.01% 2362
2016
Q1 		$2.55M Buy
97,344
+17,524
+22% +$452K ﹤0.01% 2381
2015
Q4 		$2.09M Sell
79,820
-5,107
-6% -$130K ﹤0.01% 2579
2015
Q3 		$2.13M Sell
84,927
-31,354
-27% -$787K ﹤0.01% 2579
2015
Q2 		$2.88M Buy
116,281
+101,901
+709% +$2.57M ﹤0.01% 2518
2015
Q1 		$365K Buy
+14,380
New +$362K ﹤0.01% 3325

Other funds holding JPM.PRF.CL

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

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

Ameriprise sold out of JPMorgan Chase & Co. Called (JPM.PRF.CL) in Q1 2017, closing a stake of 110,242 shares — an estimated $2.79M sold.

Ameriprise first reported a position in JPM.PRF.CL in Q1 2015 and held it in 8 quarters. The position peaked at $2.88M in Q2 2015. 9 funds tracked by Wall St. Rank hold JPM.PRF.CL as of Q1 2017.

  • Ameriprise reported no remaining JPMorgan Chase & Co. Called position as of Q1 2017 after selling out during the quarter.
  • Ameriprise sold 110,242 JPMorgan Chase & Co. Called shares in Q1 2017, an estimated $2.79M.
  • Ameriprise first reported a position in JPMorgan Chase & Co. Called in Q1 2015 and held it in 8 quarters.
  • Ameriprise's JPMorgan Chase & Co. Called position peaked at $2.88M in Q2 2015.
  • 9 funds tracked by Wall St. Rank held JPMorgan Chase & Co. Called as of Q1 2017.

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