JP Morgan Chase
AMTD

JP Morgan Chase’s TD Ameritrade Holding Corp AMTD Stock Holding History

JP Morgan Chase’s Portfolio AMTD Stock Details AMTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-865,936
Closed -$33.5M – 6184
2020
Q3 		$33.5M Sell
865,936
-541,682
-38% -$20.4M 0.01% 1184
2020
Q2 		$51.2M Sell
1,407,618
-534,630
-28% -$20.1M 0.01% 877
2020
Q1 		$67.3M Sell
1,942,248
-409,641
-17% -$17.8M 0.02% 701
2019
Q4 		$117M Sell
2,351,889
-1,870,197
-44% -$81M 0.02% 617
2019
Q3 		$197M Sell
4,222,086
-937,383
-18% -$44.9M 0.04% 443
2019
Q2 		$256M Buy
5,159,469
+455,002
+10% +$23.6M 0.05% 374
2019
Q1 		$235M Buy
4,704,467
+1,496,455
+47% +$81.1M 0.05% 393
2018
Q4 		$157M Sell
3,208,012
-11,391
-0.4% -$580K 0.04% 478
2018
Q3 		$170M Buy
3,219,403
+1,374,810
+75% +$78.2M 0.03% 507
2018
Q2 		$101M Sell
1,844,593
-1,288,428
-41% -$76.8M 0.02% 656
2018
Q1 		$186M Buy
3,133,021
+778,490
+33% +$44.1M 0.04% 447
2017
Q4 		$120M Buy
2,354,531
+202,017
+9% +$10.1M 0.03% 567
2017
Q3 		$105M Buy
2,152,514
+45,467
+2% +$2.04M 0.02% 608
2017
Q2 		$90.6M Sell
2,107,047
-1,115,682
-35% -$43.3M 0.02% 651
2017
Q1 		$125M Sell
3,222,729
-49,148
-2% -$2.09M 0.03% 544
2016
Q4 		$143M Sell
3,271,877
-678,177
-17% -$26.3M 0.03% 473
2016
Q3 		$139M Sell
3,950,054
-780,127
-16% -$24.3M 0.03% 461
2016
Q2 		$135M Sell
4,730,181
-354,268
-7% -$10.8M 0.03% 473
2016
Q1 		$160M Sell
5,084,449
-5,536,740
-52% -$163M 0.04% 431
2015
Q4 		$369M Buy
10,621,189
+25,699
+0.2% +$893K 0.09% 245
2015
Q3 		$337M Sell
10,595,490
-4,663,891
-31% -$163M 0.09% 248
2015
Q2 		$562M Buy
15,259,381
+690,852
+5% +$25.7M 0.13% 174
2015
Q1 		$543M Sell
14,568,529
-1,556,327
-10% -$55.3M 0.12% 186
2014
Q4 		$577M Buy
16,124,856
+1,427,837
+10% +$48.4M 0.13% 178
2014
Q3 		$490M Buy
14,697,019
+104,319
+0.7% +$3.38M 0.12% 198
2014
Q2 		$457M Buy
14,592,700
+2,301,906
+19% +$71.4M 0.12% 200
2014
Q1 		$417M Buy
12,290,794
+3,325,155
+37% +$109M 0.12% 197
2013
Q4 		$275M Buy
8,965,639
+1,901,955
+27% +$54.1M 0.08% 280
2013
Q3 		$185M Sell
7,063,684
-1,243,189
-15% -$33M 0.05% 348
2013
Q2 		$202M Buy
+8,306,873
New +$180M 0.06% 316

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

JP Morgan Chase's AMTD Position: Q4 2020 in Review

JP Morgan Chase sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 865,936 shares — an estimated $33.5M sold.

JP Morgan Chase first reported a position in AMTD in Q2 2013 and held it in 30 quarters. The position peaked at $577M in Q4 2014. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • JP Morgan Chase reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • JP Morgan Chase sold 865,936 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $33.5M.
  • JP Morgan Chase first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 30 quarters.
  • JP Morgan Chase's TD Ameritrade Holding Corp position peaked at $577M in Q4 2014.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on JP Morgan Chase's 13F filing for Q4 2020, filed 11 Feb 2021.