JBF Capital’s Ameriprise Financial AMP Stock Holding History

JBF Capital’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	$436K	Hold	950	–	–	0.06%	60
2026 Q1	$422K	Buy	950 +425	+81%	+$205K	0.06%	68
2025 Q4	$257K	Hold	525	–	–	0.04%	65
2025 Q3	$258K	Hold	525	–	–	0.04%	67
2025 Q2	$280K	Hold	525	–	–	0.04%	51
2025 Q1	$254K	Sell	525 -45	-8%	-$23.6K	0.05%	51
2024 Q4	$303K	Sell	570 -430	-43%	-$229K	0.05%	55
2024 Q3	$470K	Hold	1,000	–	–	0.07%	64
2024 Q2	$427K	Hold	1,000	–	–	0.07%	64
2024 Q1	$438K	Hold	1,000	–	–	0.07%	63
2023 Q4	$380K	Hold	1,000	–	–	0.07%	56
2023 Q3	$330K	Hold	1,000	–	–	0.07%	50
2023 Q2	$332K	Hold	1,000	–	–	0.07%	47
2023 Q1	$307K	Buy	1,000 +100	+11%	+$32.8K	0.07%	48
2022 Q4	$280K	Sell	900 -150	-14%	-$45.8K	0.07%	41
2022 Q3	$265K	Hold	1,050	–	–	0.07%	42
2022 Q2	$250K	Hold	1,050	–	–	0.06%	52
2022 Q1	$315K	Sell	1,050 -300	-22%	-$90.8K	0.07%	45
2021 Q4	$407K	Sell	1,350 -350	-21%	-$104K	0.08%	43
2021 Q3	$449K	Hold	1,700	–	–	0.1%	33
2021 Q2	$423K	Hold	1,700	–	–	0.1%	25
2021 Q1	$395K	Buy	1,700 +450	+36%	+$97.3K	0.09%	31
2020 Q4	$243K	Hold	1,250	–	–	0.04%	37
2020 Q3	$193K	Buy	+1,250	New	+$193K	0.03%	53
2019 Q1	–	Sell	-15,400	Closed	-$1.61M	–	85
2018 Q4	$1.61M	Buy	+15,400	New	+$1.93M	0.31%	23

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JBF Capital's AMP Position: Q2 2026 in Review

JBF Capital held its Ameriprise Financial (AMP) position steady in Q2 2026 at 950 shares worth $436K. The position accounts for 0.06% of the portfolio, ranked #60.

JBF Capital first reported a position in AMP in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.61M in Q4 2018. 1,386 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

JBF Capital held 950 shares of Ameriprise Financial worth $436K as of Q2 2026.
JBF Capital left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.06% of JBF Capital's portfolio in Q2 2026, its #60 holding.
JBF Capital first reported a position in Ameriprise Financial in Q4 2018 and has held it in 25 quarters since.
JBF Capital's Ameriprise Financial position peaked at $1.61M in Q4 2018.
1,386 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on JBF Capital's 13F filing for Q2 2026, filed 13 Aug 2026.