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Jackson Wealth Management’s Ameriprise Financial AMP Stock Holding History

Jackson Wealth Management’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
2026
Q2 		– Sell
-7,002
Closed -$3.11M – 87
2026
Q1 		$3.11M Buy
7,002
+69
+1% +$33.3K 0.32% 60
2025
Q4 		$3.4M Sell
6,933
-1,988
-22% -$943K 0.33% 62
2025
Q3 		$4.38M Buy
8,921
+370
+4% +$190K 0.44% 54
2025
Q2 		$4.56M Buy
8,551
+85
+1% +$42K 0.5% 50
2025
Q1 		$4.1M Buy
8,466
+2,056
+32% +$1.08M 0.5% 50
2024
Q4 		$3.41M Buy
+6,410
New +$3.42M 0.39% 60

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jackson Wealth Management's AMP Position: Q2 2026 in Review

Jackson Wealth Management sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 7,002 shares — an estimated $3.11M sold.

Jackson Wealth Management first reported a position in AMP in Q4 2024 and held it in 6 quarters. The position peaked at $4.56M in Q2 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Jackson Wealth Management reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • Jackson Wealth Management sold 7,002 Ameriprise Financial shares in Q2 2026, an estimated $3.11M.
  • Jackson Wealth Management first reported a position in Ameriprise Financial in Q4 2024 and held it in 6 quarters.
  • Jackson Wealth Management's Ameriprise Financial position peaked at $4.56M in Q2 2025.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.