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JP Morgan Private Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$11.9M Sell
35,952
-356
-1% -$121K 0.03% 347
2023
Q2 		$12.1M Sell
36,308
-11,415
-24% -$3.51M 0.06% 209
2023
Q1 		$14.6M Sell
47,723
-1,480
-3% -$485K 0.03% 358
2022
Q4 		$15.3M Sell
49,203
-7,060
-13% -$2.15M 0.03% 343
2022
Q3 		$14.2M Sell
56,263
-6,320
-10% -$1.66M 0.04% 333
2022
Q2 		$14.9M Sell
62,583
-2,388
-4% -$640K 0.04% 330
2022
Q1 		$19.5M Sell
64,971
-590
-0.9% -$178K 0.04% 328
2021
Q4 		$19.8M Buy
65,561
+7,854
+14% +$2.32M 0.04% 314
2021
Q3 		$15.2M Buy
57,707
+2,187
+4% +$572K 0.04% 358
2021
Q2 		$13.8M Buy
55,520
+12,139
+28% +$3.06M 0.04% 371
2021
Q1 		$10.1M Sell
43,381
-4,863
-10% -$1.05M 0.03% 371
2020
Q4 		$9.38M Sell
48,244
-516
-1% -$92.4K 0.03% 369
2020
Q3 		$7.51M Sell
48,760
-2,635
-5% -$406K 0.03% 374
2020
Q2 		$7.71M Sell
51,395
-37,135
-42% -$4.76M 0.04% 318
2020
Q1 		$9.07M Sell
88,530
-20,891
-19% -$3.1M 0.05% 273
2019
Q4 		$18.2M Sell
109,421
-9,775
-8% -$1.51M 0.08% 213
2019
Q3 		$17.5M Buy
119,196
+764
+0.6% +$107K 0.09% 205
2019
Q2 		$17.2M Buy
118,432
+1,041
+0.9% +$150K 0.09% 203
2019
Q1 		$15M Buy
117,391
+25,335
+28% +$3.14M 0.08% 229
2018
Q4 		$9.61M Buy
92,056
+18,940
+26% +$2.38M 0.06% 263
2018
Q3 		$10.8M Sell
73,116
-24,338
-25% -$3.48M 0.05% 284
2018
Q2 		$13.6M Buy
97,454
+9,245
+10% +$1.31M 0.08% 238
2018
Q1 		$13.1M Buy
88,209
+7,762
+10% +$1.27M 0.09% 198
2017
Q4 		$13.6M Buy
80,447
+1,578
+2% +$253K 0.09% 202
2017
Q3 		$11.7M Buy
78,869
+4,190
+6% +$585K 0.08% 203
2017
Q2 		$9.51M Buy
74,679
+5,490
+8% +$697K 0.07% 222
2017
Q1 		$8.97M Buy
69,189
+6,938
+11% +$859K 0.07% 232
2016
Q4 		$6.91M Buy
62,251
+3,710
+6% +$392K 0.06% 238
2016
Q3 		$5.84M Buy
58,541
+12,995
+29% +$1.26M 0.05% 261
2016
Q2 		$4.09M Buy
45,546
+15,754
+53% +$1.52M 0.04% 299
2016
Q1 		$2.8M Buy
29,792
+18,786
+171% +$1.68M 0.03% 332
2015
Q4 		$1.17M Buy
11,006
+102
+0.9% +$11.4K 0.01% 484
2015
Q3 		$1.19M Sell
10,904
-2,061
-16% -$243K 0.01% 430
2015
Q2 		$1.62M Buy
12,965
+1,651
+15% +$210K 0.02% 404
2015
Q1 		$1.48M Buy
11,314
+203
+2% +$26.7K 0.02% 439
2014
Q4 		$1.47M Buy
11,111
+999
+10% +$126K 0.02% 440
2014
Q3 		$1.25M Buy
10,112
+3,965
+65% +$487K 0.02% 457
2014
Q2 		$738K Buy
6,147
+702
+13% +$78.5K 0.01% 476
2014
Q1 		$600K Buy
5,445
+1,137
+26% +$124K 0.01% 515
2013
Q4 		$496K Buy
4,308
+182
+4% +$18.8K 0.01% 452
2013
Q3 		$376K Buy
4,126
+763
+23% +$67.4K 0.01% 476
2013
Q2 		$272K Buy
+3,363
New +$261K 0.01% 512

Other funds holding AMP

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Ameriprise Financial (AMP) stake by 0.98% in Q3 2023, selling an estimated $121K and leaving 35,952 shares worth $11.9M. The position accounts for 0.03% of the portfolio, ranked #347.

JP Morgan Private Wealth Advisors first reported a position in AMP in Q2 2013 and has held it in 42 quarters since. The position peaked at $19.8M in Q4 2021. 1,085 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 35,952 shares of Ameriprise Financial worth $11.9M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 356 Ameriprise Financial shares in Q3 2023, an estimated $121K.
  • Ameriprise Financial made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #347 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Ameriprise Financial in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Ameriprise Financial position peaked at $19.8M in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

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