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
2015
Q1 		– Sell
-800
Closed -$29K – 4360
2014
Q4 		$29K Sell
800
-100
-11% -$3.39K ﹤0.01% 4162
2014
Q3 		$30K Buy
+900
New +$29.1K ﹤0.01% 4135

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.