Alerus Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $7.06M | Buy |
119,156
+4,562
| +4% | +$270K | 1.23% | 19 |
|
|
2015
Q4 | $7.57M | Buy |
114,594
+3,198
| +3% | +$211K | 1.26% | 18 |
|
|
2015
Q3 | $6.79M | Sell |
111,396
-7,755
| -7% | -$473K | 1.2% | 18 |
|
|
2015
Q2 | $7.23M | Buy |
119,151
+38
| +0% | +$2.31K | 1.2% | 14 |
|
|
2015
Q1 | $7.2M | Buy |
119,113
+7,944
| +7% | +$480K | 1.2% | 16 |
|
|
2014
Q4 | $6.96M | Sell |
111,169
-2,883
| -3% | -$180K | 1.18% | 14 |
|
|
2014
Q3 | $6.87M | Sell |
114,052
-18,651
| -14% | -$1.12M | 1.19% | 14 |
|
|
2014
Q2 | $7.65M | Sell |
132,703
-614
| -0.5% | -$35.4K | 1.32% | 12 |
|
|
2014
Q1 | $8.09M | Sell |
133,317
-9,249
| -6% | -$561K | 1.74% | 9 |
|
|
2013
Q4 | $8.33M | Sell |
142,566
-47,106
| -25% | -$2.75M | 1.84% | 7 |
|
|
2013
Q3 | $9.8M | Sell |
189,672
-38,550
| -17% | -$1.99M | 1.95% | 4 |
|
|
2013
Q2 | $12.1M | Buy |
+228,222
| New | +$12.1M | 1.86% | 13 |
|