Alerus Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Sell |
80,627
-3,392
| -4% | -$983K | 1.68% | 13 |
|
|
2025
Q1 | $20.6M | Buy |
84,019
+8,868
| +12% | +$2.18M | 1.65% | 14 |
|
|
2024
Q4 | $18M | Sell |
75,151
-39,467
| -34% | -$9.46M | 1.38% | 14 |
|
|
2024
Q3 | $24.2M | Sell |
114,618
-3,707
| -3% | -$782K | 1.77% | 12 |
|
|
2024
Q2 | $23.9M | Sell |
118,325
-3,710
| -3% | -$750K | 1.79% | 14 |
|
|
2024
Q1 | $24.4M | Sell |
122,035
-3,035
| -2% | -$608K | 1.85% | 14 |
|
|
2023
Q4 | $21.3M | Buy |
125,070
+26,593
| +27% | +$4.52M | 1.74% | 13 |
|
|
2023
Q3 | $14.3M | Buy |
98,477
+34,344
| +54% | +$4.98M | 1.26% | 14 |
|
|
2023
Q2 | $9.33M | Buy |
64,133
+2,192
| +4% | +$319K | 0.79% | 30 |
|
|
2023
Q1 | $8.07M | Sell |
61,941
-749
| -1% | -$97.6K | 0.72% | 32 |
|
|
2022
Q4 | $8.41M | Sell |
62,690
-627
| -1% | -$84.1K | 0.77% | 28 |
|
|
2022
Q3 | $6.62M | Sell |
63,317
-27,545
| -30% | -$2.88M | 0.66% | 35 |
|
|
2022
Q2 | $10.2M | Buy |
90,862
+5,325
| +6% | +$600K | 0.95% | 23 |
|
|
2022
Q1 | $11.7M | Sell |
85,537
-699
| -0.8% | -$95.3K | 0.99% | 18 |
|
|
2021
Q4 | $13.7M | Sell |
86,236
-19,764
| -19% | -$3.13M | 1.11% | 14 |
|
|
2021
Q3 | $17.4M | Sell |
106,000
-10,079
| -9% | -$1.65M | 1.58% | 12 |
|
|
2021
Q2 | $18.1M | Buy |
116,079
+5,954
| +5% | +$926K | 1.82% | 10 |
|
|
2021
Q1 | $16.8M | Sell |
110,125
-24,354
| -18% | -$3.71M | 1.77% | 10 |
|
|
2020
Q4 | $17.1M | Sell |
134,479
-5,674
| -4% | -$721K | 1.74% | 9 |
|
|
2020
Q3 | $13.5M | Sell |
140,153
-3,869
| -3% | -$372K | 1.52% | 10 |
|
|
2020
Q2 | $13.5M | Buy |
144,022
+15,931
| +12% | +$1.5M | 1.59% | 10 |
|
|
2020
Q1 | $11.5M | Sell |
128,091
-2,477
| -2% | -$223K | 1.6% | 10 |
|
|
2019
Q4 | $18.2M | Buy |
130,568
+1,011
| +0.8% | +$141K | 2.07% | 9 |
|
|
2019
Q3 | $15.2M | Sell |
129,557
-181
| -0.1% | -$21.3K | 1.97% | 9 |
|
|
2019
Q2 | $14.5M | Buy |
129,738
+133
| +0.1% | +$14.9K | 1.96% | 9 |
|
|
2019
Q1 | $13.1M | Buy |
129,605
+6,012
| +5% | +$609K | 1.83% | 10 |
|
|
2018
Q4 | $12.1M | Buy |
123,593
+12,537
| +11% | +$1.22M | 1.85% | 11 |
|
|
2018
Q3 | $12.5M | Sell |
111,056
-2,189
| -2% | -$247K | 1.71% | 11 |
|
|
2018
Q2 | $11.8M | Sell |
113,245
-698
| -0.6% | -$72.7K | 1.68% | 11 |
|
|
2018
Q1 | $12.5M | Buy |
113,943
+1,048
| +0.9% | +$115K | 1.8% | 11 |
|
|
2017
Q4 | $12.1M | Sell |
112,895
-460
| -0.4% | -$49.2K | 1.71% | 11 |
|
|
2017
Q3 | $10.8M | Buy |
113,355
+23,162
| +26% | +$2.21M | 1.58% | 14 |
|
|
2017
Q2 | $8.24M | Buy |
90,193
+3,066
| +4% | +$280K | 1.22% | 19 |
|
|
2017
Q1 | $7.65M | Buy |
87,127
+43
| +0% | +$3.78K | 1.17% | 22 |
|
|
2016
Q4 | $7.51M | Sell |
87,084
-16,092
| -16% | -$1.39M | 1.21% | 21 |
|
|
2016
Q3 | $6.87M | Sell |
103,176
-18,033
| -15% | -$1.2M | 1.11% | 21 |
|
|
2016
Q2 | $7.53M | Buy |
+121,209
| New | +$7.53M | 1.26% | 18 |
|