Jones Financial Companies
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Jones Financial Companies’s Ameriprise Financial AMP Stock Holding History

Jones Financial Companies’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 		$19.3M Buy
42,514
+3,442
+9% +$1.58M 0.01% 684
2026
Q1 		$17.1M Buy
39,072
+35,150
+896% +$16.9M 0.01% 648
2025
Q4 		$1.92M Buy
3,922
+695
+22% +$330K ﹤0.01% 970
2025
Q3 		$1.61M Buy
3,227
+484
+18% +$248K ﹤0.01% 931
2025
Q2 		$1.45M Buy
2,743
+559
+26% +$276K ﹤0.01% 858
2025
Q1 		$1.05M Buy
2,184
+510
+30% +$267K ﹤0.01% 838
2024
Q4 		$891K Buy
1,674
+327
+24% +$175K ﹤0.01% 783
2024
Q3 		$632K Buy
1,347
+1,050
+354% +$456K ﹤0.01% 741
2024
Q2 		$127K Buy
297
+262
+749% +$112K ﹤0.01% 967
2024
Q1 		$15.3K Sell
35
-9
-20% -$3.6K ﹤0.01% 964
2023
Q4 		$16.7K Buy
44
+19
+76% +$6.51K ﹤0.01% 608
2023
Q3 		$8.24K Sell
25
-9
-26% -$3.07K ﹤0.01% 489
2023
Q2 		$11.3K Hold
34
– – ﹤0.01% 459
2023
Q1 		$10.4K Sell
34
-64
-65% -$21K ﹤0.01% 468
2022
Q4 		$31K Buy
98
+62
+172% +$18.9K ﹤0.01% 372
2022
Q3 		$9K Hold
36
– – ﹤0.01% 431
2022
Q2 		$9K Sell
36
-173
-83% -$46.3K ﹤0.01% 487
2022
Q1 		$63K Buy
209
+71
+51% +$21.5K ﹤0.01% 329
2021
Q4 		$42K Buy
138
+72
+109% +$21.3K ﹤0.01% 379
2021
Q3 		$17K Hold
66
– – ﹤0.01% 438
2021
Q2 		$16K Sell
66
-191
-74% -$48.1K ﹤0.01% 422
2021
Q1 		$60K Buy
257
+232
+928% +$50.2K ﹤0.01% 329
2020
Q4 		$5K Buy
+25
New +$4.47K ﹤0.01% 492

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

Jones Financial Companies's AMP Position: Q2 2026 in Review

Jones Financial Companies increased its Ameriprise Financial (AMP) stake by 8.8% in Q2 2026, buying an estimated $1.58M and bringing the position to 42,514 shares worth $19.3M. The position accounts for 0.01% of the portfolio, ranked #684.

Jones Financial Companies first reported a position in AMP in Q4 2020 and has held it in 23 quarters since. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Jones Financial Companies held 42,514 shares of Ameriprise Financial worth $19.3M as of Q2 2026.
  • Jones Financial Companies bought 3,442 Ameriprise Financial shares in Q2 2026, an estimated $1.58M.
  • Ameriprise Financial made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #684 holding.
  • Jones Financial Companies first reported a position in Ameriprise Financial in Q4 2020 and has held it in 23 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.