Alerus Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Alerus Investment Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$7.06M	Buy	119,156 +4,562	+4%	+$266K	1.23%	19
2015 Q4	$7.57M	Buy	114,594 +3,198	+3%	+$208K	1.26%	18
2015 Q3	$6.79M	Sell	111,396 -7,755	-7%	-$508K	1.2%	18
2015 Q2	$7.23M	Buy	119,151 +38	+0%	+$2.48K	1.2%	14
2015 Q1	$7.2M	Buy	119,113 +7,944	+7%	+$470K	1.2%	16
2014 Q4	$6.96M	Sell	111,169 -2,883	-3%	-$173K	1.18%	14
2014 Q3	$6.87M	Sell	114,052 -18,651	-14%	-$1.09M	1.19%	14
2014 Q2	$7.65M	Sell	132,703 -614	-0.5%	-$34.5K	1.32%	12
2014 Q1	$8.09M	Sell	133,317 -9,249	-6%	-$535K	1.74%	9
2013 Q4	$8.33M	Sell	142,566 -47,106	-25%	-$2.58M	1.84%	7
2013 Q3	$9.8M	Sell	189,672 -38,550	-17%	-$2.07M	1.95%	4
2013 Q2	$12.1M	Buy	+228,222	New	+$11.6M	1.86%	13

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alerus Investment Advisors's JPM Position: Q1 2016 in Review

Alerus Investment Advisors increased its JPMorgan Chase (JPM) stake by 4% in Q1 2016, buying an estimated $266K and bringing the position to 119,156 shares worth $7.06M. The position accounts for 1.23% of the portfolio, ranked #19.

Alerus Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 12 quarters since. The position peaked at $12.1M in Q2 2013. 1,905 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

Alerus Investment Advisors held 119,156 shares of JPMorgan Chase worth $7.06M as of Q1 2016.
Alerus Investment Advisors bought 4,562 JPMorgan Chase shares in Q1 2016, an estimated $266K.
JPMorgan Chase made up 1.23% of Alerus Investment Advisors's portfolio in Q1 2016, its #19 holding.
Alerus Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 12 quarters since.
Alerus Investment Advisors's JPMorgan Chase position peaked at $12.1M in Q2 2013.
1,905 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.