Number of Shares
139,589.00
Current Holdings Value*
$67.58 Mil
% of Portfolio
1.36%
Total Estimate Gain
$44.50 Mil
% of Total Estimate Gain
87.86%

JPMorgan Mid Cap Equity Fund's Ameriprise Financial Inc Holding Summary

As of 2025-03-31, JPMorgan Trust I held 139,589.00 shares of Ameriprise Financial Inc(AMP), totaling $67.58 Mil. This investment constitutes 1.36% of their stock portfolio, and JPMorgan Trust I now holds 0.15% of the outstanding Ameriprise Financial Inc(AMP) stock.

The initial trade took place in 2019Q3. And since then JPMorgan Mid Cap Equity Fund has made 14 purchases of AMP, at an average price of $221.24, for a total of 228,930.00 shares. In addition, there have been 6 sales at an average price of $257.08 for 89,341.00 shares. Based on historical transaction data and AMP's current price of $517.10, JPMorgan Mid Cap Equity Fund's estimated gain on his AMP holdings is $44.50 Mil, reflecting a 87.86% gain to date.

JPMorgan Mid Cap Equity Fund AMP ($517.10) Holding Chart

JPMorgan Mid Cap Equity Fund AMP ($517.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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