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AMERIPRISE FINANCIAL INC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMERIPRISE FINANCIAL INC on JEPI, newest first. How the timeline and the estimate are built.

AMERIPRISE FINANCIAL INC held 109,605 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,605 shares
    Change vs previous 13F +10,673 shares

    <0.01% of the 13F portfolio, value $6,190,474.

    13F-HR 0001193125-26-351426 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 98,932 shares
    Change vs previous 13F +27,124 shares

    <0.01% of the 13F portfolio, value $5,607,459.

    13F-HR/A 0001193125-26-307051 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 71,808 shares
    Change vs previous 13F +1,021 shares

    <0.01% of the 13F portfolio, value $4,110,291.

    13F-HR 0001193125-26-053888 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 70,787 shares
    Change vs previous 13F +7,771 shares

    <0.01% of the 13F portfolio, value $4,041,941.

    13F-HR 0001193125-25-282109 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 63,016 shares
    Change vs previous 13F +9,727 shares

    <0.01% of the 13F portfolio, value $3,582,446.

    13F-HR 0000950123-25-008173 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 53,289 shares
    Change vs previous 13F +12,965 shares

    <0.01% of the 13F portfolio, value $3,044,959.

    13F-HR 0000950123-25-005098 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,324 shares
    Change vs previous 13F -1,850 shares

    <0.01% of the 13F portfolio, value $2,319,829.

    13F-HR 0000950123-25-002497 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 42,174 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,515,112.

    13F-HR 0000950123-24-011620 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).