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Jackson Wealth Management, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1536799 LAKE MARY, FL

Position in AMP

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$3,111,688
-$287,839 QoQ
Shares Held
7,002
+1.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMP Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

Jackson Wealth Management, LLC holds $19,638,701 across 4 Asset Management names. AMP ranks #4 (15.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 AMP
Ameriprise Financial Inc
This page
7,002 $3,111,688

All Filings in AMP

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,111,688 7,002
2025-12-31 $3,399,527 6,933
2025-09-30 $4,382,441 8,921
2025-06-30 $4,563,925 8,551
2025-03-31 $4,098,475 8,466
2024-12-31 $3,412,876 6,410