JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 820027
As of 2026-06-30, AMERIPRISE FINANCIAL INC reported 17.32M JPM (shares), valued at $5.68B, or 1.15% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 1.29%; reported value increased 12.80%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.15% | 17,323,113 | SEC filing ↗Filed Aug 14, 2026Combination report |
| Q1 2026 | 1.17% | 17,103,080 | SEC filing ↗Filed Jul 17, 2026AmendedCombination report |
| Q4 2025 | 1.41% | 19,352,594 | SEC filing ↗Filed Feb 17, 2026Combination report |
| Q3 2025 | 1.52% | 20,952,251 | SEC filing ↗Filed Nov 14, 2025Combination report |
| Q2 2025 | 1.57% | 21,907,008 | SEC filing ↗Filed Aug 14, 2025Combination report |
| Q1 2025 | 1.49% | 22,419,005 | SEC filing ↗Filed May 14, 2025Combination report |
| Q4 2024 | 1.39% | 22,544,716 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 1.25% | 23,034,175 | SEC filing ↗Filed Nov 14, 2024Combination report |
| Q2 2024 | 1.28% | 23,447,394 | SEC filing ↗Filed Aug 14, 2024Combination report |
| Q1 2024 | 1.30% | 23,613,272 | SEC filing ↗Filed May 15, 2024Combination report |
| Q4 2023 | 1.21% | 23,713,332 | SEC filing ↗Filed Feb 14, 2024Combination report |
| Q3 2023 | 1.13% | 23,724,676 | SEC filing ↗Filed Nov 14, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.13% | 23,724,676 | $3.44B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 1.21% | 23,713,332 | $4.04B | Shares decreased 0.05%; reported value increased 17.30%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 1.30% | 23,613,272 | $4.73B | Shares decreased 0.42%; reported value increased 17.22%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 1.28% | 23,447,394 | $4.74B | Shares decreased 0.70%; reported value increased 0.19%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.25% | 23,034,175 | $4.86B | Shares decreased 1.76%; reported value increased 2.43%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.39% | 22,544,716 | $5.41B | Shares decreased 2.12%; reported value increased 11.31%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.49% | 22,419,005 | $5.50B | Shares decreased 0.56%; reported value increased 1.73%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 1.57% | 21,907,008 | $6.35B | Shares decreased 2.28%; reported value increased 15.54%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 1.52% | 20,952,251 | $6.61B | Shares decreased 4.36%; reported value increased 4.05%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 1.41% | 19,352,594 | $6.23B | Shares decreased 7.63%; reported value decreased 5.73%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 1.17% | 17,103,080 | $5.03B | Shares decreased 11.62%; reported value decreased 19.28%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
| Q2 2026 | 1.15% | 17,323,113 | $5.68B | Shares increased 1.29%; reported value increased 12.80%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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