JMPWA
AEE icon

JP Morgan Private Wealth Advisors’s Ameren AEE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AEE Stock Details AEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$818K Sell
10,938
-765
-7% -$62.4K ﹤0.01% 1053
2023
Q2 		$956K Sell
11,703
-454
-4% -$38.9K 0.01% 774
2023
Q1 		$1.05M Sell
12,157
-618
-5% -$52.9K ﹤0.01% 1140
2022
Q4 		$1.14M Sell
12,775
-1,520
-11% -$128K ﹤0.01% 1088
2022
Q3 		$1.15M Buy
14,295
+4,500
+46% +$411K ﹤0.01% 1068
2022
Q2 		$885K Hold
9,795
– – ﹤0.01% 1198
2022
Q1 		$918K Buy
9,795
+213
+2% +$18.7K ﹤0.01% 1260
2021
Q4 		$853K Buy
9,582
+304
+3% +$25.8K ﹤0.01% 1325
2021
Q3 		$752K Buy
9,278
+722
+8% +$61.6K ﹤0.01% 1335
2021
Q2 		$685K Buy
8,556
+4,599
+116% +$385K ﹤0.01% 1361
2021
Q1 		$322K Sell
3,957
-3,014
-43% -$226K ﹤0.01% 1498
2020
Q4 		$544K Buy
6,971
+1,994
+40% +$160K ﹤0.01% 1259
2020
Q3 		$394K Sell
4,977
-198
-4% -$15.5K ﹤0.01% 1247
2020
Q2 		$364K Sell
5,175
-2,101
-29% -$152K ﹤0.01% 1232
2020
Q1 		$530K Buy
7,276
+965
+15% +$76.5K ﹤0.01% 913
2019
Q4 		$485K Buy
6,311
+396
+7% +$30.1K ﹤0.01% 1065
2019
Q3 		$473K Buy
5,915
+352
+6% +$27K ﹤0.01% 1026
2019
Q2 		$418K Buy
5,563
+343
+7% +$25.3K ﹤0.01% 1045
2019
Q1 		$384K Buy
5,220
+130
+3% +$9.06K ﹤0.01% 1114
2018
Q4 		$332K Sell
5,090
-67
-1% -$4.47K ﹤0.01% 1117
2018
Q3 		$326K Sell
5,157
-6,757
-57% -$426K ﹤0.01% 1251
2018
Q2 		$725K Buy
11,914
+247
+2% +$14.2K ﹤0.01% 881
2018
Q1 		$661K Sell
11,667
-137
-1% -$7.58K ﹤0.01% 779
2017
Q4 		$696K Sell
11,804
-1,437
-11% -$88.3K ﹤0.01% 765
2017
Q3 		$765K Sell
13,241
-2,370
-15% -$137K 0.01% 705
2017
Q2 		$853K Buy
15,611
+1,385
+10% +$76.9K 0.01% 660
2017
Q1 		$777K Buy
14,226
+148
+1% +$7.92K 0.01% 709
2016
Q4 		$739K Sell
14,078
-48
-0.3% -$2.38K 0.01% 687
2016
Q3 		$694K Buy
14,126
+2,717
+24% +$139K 0.01% 682
2016
Q2 		$611K Sell
11,409
-92
-0.8% -$4.52K 0.01% 719
2016
Q1 		$576K Buy
11,501
+44
+0.4% +$2.03K 0.01% 700
2015
Q4 		$495K Buy
11,457
+160
+1% +$6.94K 0.01% 691
2015
Q3 		$478K Sell
11,297
-39
-0.3% -$1.57K 0.01% 632
2015
Q2 		$427K Sell
11,336
-506
-4% -$20.3K ﹤0.01% 728
2015
Q1 		$500K Sell
11,842
-27
-0.2% -$1.18K 0.01% 727
2014
Q4 		$548K Buy
11,869
+561
+5% +$23.8K 0.01% 678
2014
Q3 		$433K Buy
11,308
+201
+2% +$7.86K 0.01% 737
2014
Q2 		$454K Sell
11,107
-826
-7% -$32.9K 0.01% 593
2014
Q1 		$492K Buy
+11,933
New +$460K 0.01% 567

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AEE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Ameren (AEE) stake by 6.5% in Q3 2023, selling an estimated $62.4K and leaving 10,938 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

JP Morgan Private Wealth Advisors first reported a position in AEE in Q1 2014 and has held it in 39 quarters since. The position peaked at $1.15M in Q3 2022. 670 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,938 shares of Ameren worth $818K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 765 Ameren shares in Q3 2023, an estimated $62.4K.
  • Ameren made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1053 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Ameren in Q1 2014 and has held it in 39 quarters since.
  • JP Morgan Private Wealth Advisors's Ameren position peaked at $1.15M in Q3 2022.
  • 670 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.