JWM
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JPL Wealth Management’s Ameriprise Financial AMP Stock Holding History

JPL Wealth Management’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
2026
Q1 		$43.6K Buy
+98
New +$47.2K 0.01% 259
2025
Q4 		– Sell
-166
Closed -$81.5K – 162
2025
Q3 		$81.5K Buy
+166
New +$85.1K 0.02% 195

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JPL Wealth Management's AMP Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Ameriprise Financial (AMP) in Q1 2026: 98 shares worth $43.6K. The stake represents 0.01% of the portfolio and ranks #259 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AMP as recently as Q3 2025.

JPL Wealth Management first reported a position in AMP in Q3 2025 and has held it in 2 quarters since. The position peaked at $81.5K in Q3 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • JPL Wealth Management held 98 shares of Ameriprise Financial worth $43.6K as of Q1 2026.
  • Ameriprise Financial was a new JPL Wealth Management position in Q1 2026.
  • Ameriprise Financial made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #259 holding.
  • JPL Wealth Management first reported a position in Ameriprise Financial in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Ameriprise Financial position peaked at $81.5K in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.