Position in AMP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,927
+$373 QoQ
Shares Held
26
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,274
of 1,373 holders
Holding Since
Mar 2020
25 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 Jun 30, 2026JNBA Financial Advisors holds $1,408,182 across 26 Asset Management names. AMP ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
706 | $678,861 | |
| 2 | BX |
Blackstone Inc.
|
1,813 | $213,335 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,432 | $154,340 | |
| 4 | STT |
State Street Corp
|
891 | $151,113 | |
| 5 | SABA |
Saba Capital Income & Opportunities Fund II
|
3,487 | $29,116 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
883 | $26,640 | |
| 7 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
1,843 | $23,590 | |
| 8 | PFN |
PIMCO Income Strategy Fund II
|
2,882 | $20,548 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,927 | 26 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,554 | 26 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,748 | 26 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $12,772 | 26 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $13,876 | 26 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $12,586 | 26 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $13,843 | 26 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,215 | 26 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $11,106 | 26 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $11,399 | 26 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $9,875 | 26 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,571 | 26 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $8,636 | 26 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,969 | 26 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,095 | 26 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $31,745 | 126 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $31,611 | 133 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $41,149 | 137 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $35,127 | 133 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $33,101 | 133 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $30,915 | 133 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $25,845 | 133 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $16,489 | 107 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $15,004 | 100 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $10,248 | 100 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||