Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,709,500
+$2,895,177 QoQ
Shares Held
69,378
+3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#939
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ALERUS FINANCIAL NA holds $44,315,047 across 7 Banks - Diversified names. JPM ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
69,378 | $22,709,500 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
85,965 | $7,104,147 | |
| 3 | BAC |
Bank Of America Corp /De/
|
112,533 | $6,412,130 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
28,103 | $4,063,974 | |
| 5 | C |
Citigroup Inc
|
26,018 | $3,641,479 | |
| 6 | RY |
Royal Bank Of Canada
|
1,854 | $383,722 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
1 | $95 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,709,500 | 69,378 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,814,323 | 67,359 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,745,661 | 67,487 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,910,997 | 82,145 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,374,573 | 80,627 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,609,860 | 84,019 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,014,446 | 75,151 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $24,168,351 | 114,618 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,932,414 | 118,325 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $24,443,610 | 122,035 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $21,274,407 | 125,070 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $14,281,134 | 98,477 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,327,503 | 64,133 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,071,531 | 61,941 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,406,729 | 62,690 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,616,626 | 63,317 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,231,969 | 90,862 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,660,403 | 85,537 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,655,470 | 86,236 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,351,140 | 106,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $18,054,927 | 116,079 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $16,764,328 | 110,125 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $17,088,246 | 134,479 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,492,529 | 140,153 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,546,709 | 144,022 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,532,032 | 128,091 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||