Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,503,722
+$2,140,126 QoQ
Shares Held
42,514
+8.8% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#166
of 1,374 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $766,672,810 across 146 Asset Management names. AMP ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
236,624 | $227,528,173 | |
| 2 | BX |
Blackstone Inc.
|
1,321,572 | $155,509,377 | |
| 3 | STT |
State Street Corp
|
417,421 | $70,794,601 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
1,208,246 | $54,189,832 | |
| 5 | RJF |
Raymond James Financial Inc
|
294,566 | $44,782,868 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
689,956 | $29,385,225 | |
| 7 | KKR |
KKR & Co. Inc.
|
233,669 | $21,446,140 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
42,514 | $19,503,722 |
All Filings in AMP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,503,722 | 42,514 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,363,596 | 39,072 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,923,113 | 3,922 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,585,263 | 3,227 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,464,020 | 2,743 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,057,295 | 2,184 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $891,287 | 1,674 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $632,833 | 1,347 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $126,874 | 297 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,344 | 35 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,712 | 44 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,242 | 25 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,293 | 34 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,421 | 34 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,514 | 98 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,070 | 36 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,556 | 36 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $62,775 | 209 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $17,431 | 66 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,426 | 66 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $59,739 | 257 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,858 | 25 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||