JDM Financial Group’s Ameriprise Financial AMP Stock Holding History

JDM Financial Group’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 Q1	–	Sell	-1	Closed	-$532	–	302
2024 Q4	$532	Hold	1	–	–	﹤0.01%	323
2024 Q3	$470	Buy	+1	New	+$434	﹤0.01%	389

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JDM Financial Group's AMP Position: Q1 2025 in Review

JDM Financial Group sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 1 share — an estimated $532 sold.

JDM Financial Group first reported a position in AMP in Q3 2024 and held it in 2 quarters. The position peaked at $532 in Q4 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

JDM Financial Group reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
JDM Financial Group sold 1 Ameriprise Financial share in Q1 2025, an estimated $532.
JDM Financial Group first reported a position in Ameriprise Financial in Q3 2024 and held it in 2 quarters.
JDM Financial Group's Ameriprise Financial position peaked at $532 in Q4 2024.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on JDM Financial Group's 13F filing for Q1 2025, filed 15 May 2025.