J.P. Morgan Private Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$11.9M Sell
35,952
-356
-1% -$117K 0.03% 347
2023
Q2
$12.1M Sell
36,308
-11,415
-24% -$3.79M 0.06% 209
2023
Q1
$14.6M Sell
47,723
-1,480
-3% -$454K 0.03% 358
2022
Q4
$15.3M Sell
49,203
-7,060
-13% -$2.2M 0.03% 343
2022
Q3
$14.2M Sell
56,263
-6,320
-10% -$1.59M 0.04% 333
2022
Q2
$14.9M Sell
62,583
-2,388
-4% -$568K 0.04% 330
2022
Q1
$19.5M Sell
64,971
-590
-0.9% -$177K 0.04% 328
2021
Q4
$19.8M Buy
65,561
+7,854
+14% +$2.37M 0.04% 314
2021
Q3
$15.2M Buy
57,707
+2,187
+4% +$578K 0.04% 358
2021
Q2
$13.8M Buy
55,520
+12,139
+28% +$3.02M 0.04% 371
2021
Q1
$10.1M Sell
43,381
-4,863
-10% -$1.13M 0.03% 371
2020
Q4
$9.38M Sell
48,244
-516
-1% -$100K 0.03% 369
2020
Q3
$7.51M Sell
48,760
-2,635
-5% -$406K 0.03% 374
2020
Q2
$7.71M Sell
51,395
-37,135
-42% -$5.57M 0.04% 318
2020
Q1
$9.07M Sell
88,530
-20,891
-19% -$2.14M 0.05% 273
2019
Q4
$18.2M Sell
109,421
-9,775
-8% -$1.63M 0.08% 213
2019
Q3
$17.5M Buy
119,196
+764
+0.6% +$112K 0.09% 205
2019
Q2
$17.2M Buy
118,432
+1,041
+0.9% +$151K 0.09% 203
2019
Q1
$15M Buy
117,391
+25,335
+28% +$3.25M 0.08% 229
2018
Q4
$9.61M Buy
92,056
+18,940
+26% +$1.98M 0.06% 263
2018
Q3
$10.8M Sell
73,116
-24,338
-25% -$3.59M 0.05% 284
2018
Q2
$13.6M Buy
97,454
+9,245
+10% +$1.29M 0.08% 238
2018
Q1
$13.1M Buy
88,209
+7,762
+10% +$1.15M 0.09% 198
2017
Q4
$13.6M Buy
80,447
+1,578
+2% +$267K 0.09% 202
2017
Q3
$11.7M Buy
78,869
+4,190
+6% +$622K 0.08% 203
2017
Q2
$9.51M Buy
74,679
+5,490
+8% +$699K 0.07% 222
2017
Q1
$8.97M Buy
69,189
+6,938
+11% +$900K 0.07% 232
2016
Q4
$6.91M Buy
62,251
+3,710
+6% +$412K 0.06% 238
2016
Q3
$5.84M Buy
58,541
+12,995
+29% +$1.3M 0.05% 261
2016
Q2
$4.09M Buy
45,546
+15,754
+53% +$1.42M 0.04% 299
2016
Q1
$2.8M Buy
29,792
+18,786
+171% +$1.77M 0.03% 332
2015
Q4
$1.17M Buy
11,006
+102
+0.9% +$10.9K 0.01% 484
2015
Q3
$1.19M Sell
10,904
-2,061
-16% -$225K 0.01% 430
2015
Q2
$1.62M Buy
12,965
+1,651
+15% +$206K 0.02% 404
2015
Q1
$1.48M Buy
11,314
+203
+2% +$26.6K 0.02% 439
2014
Q4
$1.47M Buy
11,111
+999
+10% +$132K 0.02% 440
2014
Q3
$1.25M Buy
10,112
+3,965
+65% +$489K 0.02% 457
2014
Q2
$738K Buy
6,147
+702
+13% +$84.3K 0.01% 476
2014
Q1
$600K Buy
5,445
+1,137
+26% +$125K 0.01% 515
2013
Q4
$496K Buy
4,308
+182
+4% +$21K 0.01% 452
2013
Q3
$376K Buy
4,126
+763
+23% +$69.5K 0.01% 476
2013
Q2
$272K Buy
+3,363
New +$272K 0.01% 512