JMPWA
ALE

JP Morgan Private Wealth Advisors’s Allete ALE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ALE Stock Details ALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,796
Closed -$244K – 1479
2023
Q1 		$244K Buy
3,796
+83
+2% +$5.19K ﹤0.01% 1754
2022
Q4 		$240K Sell
3,713
-18,294
-83% -$1.09M ﹤0.01% 1744
2022
Q3 		$1.1M Sell
22,007
-1,424
-6% -$84.7K ﹤0.01% 1089
2022
Q2 		$1.38M Buy
23,431
+1,155
+5% +$70.6K ﹤0.01% 983
2022
Q1 		$1.49M Buy
22,276
+7,058
+46% +$454K ﹤0.01% 1028
2021
Q4 		$1.01M Buy
15,218
+2,985
+24% +$187K ﹤0.01% 1236
2021
Q3 		$728K Buy
12,233
+1,147
+10% +$77.6K ﹤0.01% 1360
2021
Q2 		$776K Buy
11,086
+6,632
+149% +$462K ﹤0.01% 1310
2021
Q1 		$299K Buy
4,454
+541
+14% +$35.4K ﹤0.01% 1534
2020
Q4 		$242K Sell
3,913
-393
-9% -$22.3K ﹤0.01% 1577
2020
Q3 		$223K Buy
+4,306
New +$240K ﹤0.01% 1485

Other funds holding ALE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ALE Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Allete (ALE) in Q2 2023, closing a stake of 3,796 shares — an estimated $244K sold.

JP Morgan Private Wealth Advisors first reported a position in ALE in Q3 2020 and held it in 11 quarters. The position peaked at $1.49M in Q1 2022. 311 funds tracked by Wall St. Rank hold ALE as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Allete position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,796 Allete shares in Q2 2023, an estimated $244K.
  • JP Morgan Private Wealth Advisors first reported a position in Allete in Q3 2020 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's Allete position peaked at $1.49M in Q1 2022.
  • 311 funds tracked by Wall St. Rank held Allete as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.