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J.W. Coons Advisors’s Ameriprise Financial AMP Stock Holding History

J.W. Coons Advisors’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.98M Buy
3,714
+2,105
+131% +$1.04M 0.45% 58
2025
Q1 		$779K Hold
1,609
– – 0.21% 108
2024
Q4 		$857K Sell
1,609
-30
-2% -$16K 0.22% 104
2024
Q3 		$770K Buy
1,639
+9
+0.6% +$3.9K 0.19% 113
2024
Q2 		$696K Buy
1,630
+230
+16% +$98.3K 0.17% 115
2024
Q1 		$614K Buy
+1,400
New +$561K 0.14% 130
2021
Q2 		– Sell
-1,053
Closed -$243K – 214
2021
Q1 		$243K Sell
1,053
-390
-27% -$84.3K 0.09% 195
2020
Q4 		$280K Sell
1,443
-135
-9% -$24.2K 0.11% 170
2020
Q3 		$242K Sell
1,578
-325
-17% -$50.1K 0.1% 171
2020
Q2 		$288K Buy
+1,903
New +$244K 0.13% 156

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J.W. Coons Advisors's AMP Position: Q2 2025 in Review

J.W. Coons Advisors increased its Ameriprise Financial (AMP) stake by 131% in Q2 2025, buying an estimated $1.04M and bringing the position to 3,714 shares worth $1.98M. The position accounts for 0.45% of the portfolio, ranked #58.

J.W. Coons Advisors first reported a position in AMP in Q2 2020 and has held it in 10 quarters since. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • J.W. Coons Advisors held 3,714 shares of Ameriprise Financial worth $1.98M as of Q2 2025.
  • J.W. Coons Advisors bought 2,105 Ameriprise Financial shares in Q2 2025, an estimated $1.04M.
  • Ameriprise Financial made up 0.45% of J.W. Coons Advisors's portfolio in Q2 2025, its #58 holding.
  • J.W. Coons Advisors first reported a position in Ameriprise Financial in Q2 2020 and has held it in 10 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.