JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionAlerus Financial Na
Latest Disclosed Ownership67,359 shares
Latest Disclosed Value $ 19,814,323
Alerus Financial Na reports 0.19% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Alerus Financial Na filed a 13F-HR form disclosing ownership of 67,359 shares of JPMorgan Chase & Co. (CH:JPM) valued at $19,814,323 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 67,487 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.19% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 67,359 -128 -0.19 19,814 -8.88 0.9789
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 67,487 -14,658 -17.84 21,746 -16.07 1.0637
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 82,145 1,518 1.88 25,911 10.85 1.3182
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 80,627 -3,392 -4.04 23,375 13.42 1.6832
2025-05-13 2025-03-31 13F JP MORGAN CHASE COM 46625H100 84,019 8,868 11.80 20,610 14.41 1.6500
2025-02-12 2024-12-31 13F JP MORGAN CHASE COM 46625H100 75,151 -39,467 -34.43 18,014 -25.46 1.3795
2024-11-14 2024-09-30 13F JP MORGAN CHASE COM 46625H100 114,618 -3,707 -3.13 24,168 0.99 1.7738
2024-08-08 2024-06-30 13F JP MORGAN CHASE COM 46625H100 118,325 -3,710 -3.04 23,932 -2.09 1.7888
2024-05-13 2024-03-31 13F JP MORGAN CHASE COM 46625H100 122,035 -3,035 -2.43 24,444 14.90 1.8460
2024-02-12 2023-12-31 13F JP MORGAN CHASE COM 46625H100 125,070 26,593 27.00 21,274 48.97 1.7362
2023-11-14 2023-09-30 13F JP MORGAN CHASE COM 46625H100 98,477 34,344 53.55 14,281 53.11 1.2647
2023-08-14 2023-06-30 13F JP MORGAN CHASE COM 46625H100 64,133 2,192 3.54 9,328 15.56 0.7897
2023-05-15 2023-03-31 13F JP MORGAN CHASE COM 46625H100 61,941 -749 -1.19 8,072 -3.99 0.7177
2023-02-14 2022-12-31 13F JP MORGAN CHASE COM 46625H100 62,690 -627 -0.99 8,407 27.06 0.7698
2022-11-14 2022-09-30 13F JP MORGAN CHASE COM 46625H100 63,317 -27,545 -30.32 6,616 -35.34 0.6580
2022-08-12 2022-06-30 13F JP MORGAN CHASE COM 46625H100 90,862 5,325 6.23 10,232 -12.25 0.9459
2022-05-13 2022-03-31 13F JP MORGAN CHASE COM 46625H100 85,537 -699 -0.81 11,660 -14.62 0.9944
2022-02-14 2021-12-31 13F JP MORGAN CHASE COM 46625H100 86,236 -19,764 -18.65 13,656 -21.30 1.1129
2021-11-12 2021-09-30 13F JP MORGAN CHASE COM 46625H100 106,000 -10,079 -8.68 17,351 -3.90 1.5797
2021-08-11 2021-06-30 13F JP MORGAN CHASE COM 46625H100 116,079 5,954 5.41 18,055 7.70 1.8208
2021-05-13 2021-03-31 13F JP MORGAN CHASE COM 46625H100 110,125 -24,354 -18.11 16,764 -1.90 1.7673
2021-02-12 2020-12-31 13F JP MORGAN CHASE COM 46625H100 134,479 -5,674 -4.05 17,088 26.64 1.7357
2020-11-13 2020-09-30 13F JP MORGAN CHASE COM 46625H100 140,153 -3,869 -2.69 13,493 -0.40 1.5188
2020-08-14 2020-06-30 13F JP MORGAN CHASE COM 46625H100 144,022 15,931 12.44 13,547 17.47 1.5930
2020-05-12 2020-03-31 13F JP MORGAN CHASE COM 46625H100 128,091 -2,477 -1.90 11,532 -36.64 1.5955
2020-02-11 2019-12-31 13F JP MORGAN CHASE COM 46625H100 130,568 1,011 0.78 18,201 19.37 2.0735
2019-11-13 2019-09-30 13F JP MORGAN CHASE COM 46625H100 129,557 -181 -0.14 15,248 5.12 1.9722
2019-08-13 2019-06-30 13F JP MORGAN CHASE COM 46625H100 129,738 133 0.10 14,505 10.56 1.9568
2019-05-06 2019-03-31 13F JP MORGAN CHASE COM 46625H100 129,605 6,012 4.86 13,120 8.74 1.8284
2019-02-04 2018-12-31 13F JP MORGAN CHASE COM 46625H100 123,593 12,537 11.29 12,066 -3.72 1.8495
2018-11-13 2018-09-30 13F JP MORGAN CHASE COM 46625H100 111,056 -2,189 -1.93 12,532 6.20 1.7141
2018-08-08 2018-06-30 13F JP MORGAN CHASE COM 46625H100 113,245 -698 -0.61 11,800 -5.83 1.6750
2018-05-09 2018-03-31 13F JP MORGAN CHASE COM 46625H100 113,943 1,048 0.93 12,530 3.79 1.7993
2018-02-14 2017-12-31 13F JP MORGAN CHASE COM 46625H100 112,895 -460 -0.41 12,073 11.51 1.7107
2017-11-13 2017-09-30 13F JP MORGAN CHASE COM 46625H100 113,355 23,162 25.68 10,827 31.33 1.5771
2017-08-09 2017-06-30 13F JP MORGAN CHASE COM 46625H100 90,193 3,066 3.52 8,244 7.72 1.2225
2017-04-27 2017-03-31 13F JP MORGAN CHASE COM 46625H100 87,127 43 0.05 7,653 1.85 1.1736
2017-02-13 2016-12-31 13F JP MORGAN CHASE COM 46625H100 87,084 -16,092 -15.60 7,514 9.36 1.2140
2016-11-10 2016-09-30 13F JP MORGAN CHASE COM 46625H100 103,176 -18,033 -14.88 6,871 -8.78 1.1112
2016-08-11 2016-06-30 13F JP MORGAN CHASE COM 46625H100 121,209 121,209 7,532 1.2601
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.