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
2018 Q1	–	Sell	-900	Closed	-$46K	–	5732
2017 Q4	$46K	Buy	+900	New	+$45K	﹤0.01%	4925
2015 Q1	–	Sell	-3,120,800	Closed	-$112M	–	4359
2014 Q4	$112M	Sell	3,120,800 -387,500	-11%	-$13.1M	0.03%	599
2014 Q3	$117M	Buy	+3,508,300	New	+$114M	0.03%	564

Other funds holding AMTD

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.