JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1903880
MONTGOMERY, AL
Position in AMP
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$536,834
+$226,450 QoQ
Shares Held
1,208
+90.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $2,166,450 across 7 Asset Management names. AMP ranks #1 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
1,208 | $536,834 | |
| 2 | OCSL |
Oaktree Specialty Lending Corp
|
33,356 | $376,922 | |
| 3 | IVZ |
Invesco Ltd.
|
12,661 | $307,534 | |
| 4 | NTRS |
Northern Trust Corp
|
2,172 | $303,145 | |
| 5 | JHG |
Janus Henderson Group Ltd.
|
5,692 | $292,397 | |
| 6 | BLK |
BlackRock, Inc.
|
219 | $210,613 | |
| 7 | HRZN |
Horizon Technology Finance Corp
|
33,018 | $139,005 |
All Filings in AMP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $536,834 | 1,208 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $310,384 | 633 | Shares | Other | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||