Ameriprise
JPM.WS

Ameriprise’s JPMorgan Chase JPM.WS Stock Holding History

Ameriprise’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,500
Closed -$285K – 3832
2018
Q2 		$285K Hold
4,500
– – ﹤0.01% 3398
2018
Q1 		$313K Sell
4,500
-300
-6% -$21.9K ﹤0.01% 3360
2017
Q4 		$319K Sell
4,800
-4,100
-46% -$246K ﹤0.01% 3342
2017
Q3 		$481K Sell
8,900
-400
-4% -$20.4K ﹤0.01% 3241
2017
Q2 		$468K Sell
9,300
-1,750
-16% -$78.9K ﹤0.01% 3252
2017
Q1 		$512K Hold
11,050
– – ﹤0.01% 3167
2016
Q4 		$489K Buy
+11,050
New +$382K ﹤0.01% 3288
2013
Q3 		– Sell
-200
Closed -$3K – 5713
2013
Q2 		$3K Buy
+200
New +$2.93K ﹤0.01% 5267

Other funds holding JPM.WS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
TCA
Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Ameriprise's JPM.WS Position: Q3 2018 in Review

Ameriprise sold out of JPMorgan Chase (JPM.WS) in Q3 2018, closing a stake of 4,500 shares — an estimated $285K sold.

Ameriprise first reported a position in JPM.WS in Q2 2013 and held it in 8 quarters. The position peaked at $512K in Q1 2017. 33 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2018.

  • Ameriprise reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
  • Ameriprise sold 4,500 JPMorgan Chase shares in Q3 2018, an estimated $285K.
  • Ameriprise first reported a position in JPMorgan Chase in Q2 2013 and held it in 8 quarters.
  • Ameriprise's JPMorgan Chase position peaked at $512K in Q1 2017.
  • 33 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Ameriprise's 13F filing for Q3 2018, filed 14 Nov 2018.