Bank of Montreal
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Bank of Montreal’s ATAC Credit Rotation ETF JOJO Stock Holding History

Bank of Montreal’s Portfolio JOJO Stock Details JOJO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,358
Closed -$20.1K – 3761
2024
Q3 		$20.1K Buy
1,358
+848
+166% +$12.4K ﹤0.01% 3575
2024
Q2 		$7.22K Buy
+510
New +$7.13K ﹤0.01% 3683

Other funds holding JOJO

GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's JOJO Position: Q4 2024 in Review

Bank of Montreal sold out of ATAC Credit Rotation ETF (JOJO) in Q4 2024, closing a stake of 1,358 shares — an estimated $20.1K sold.

Bank of Montreal first reported a position in JOJO in Q2 2024 and held it in 2 quarters. The position peaked at $20.1K in Q3 2024. 5 funds tracked by Wall St. Rank hold JOJO as of Q4 2024.

  • Bank of Montreal reported no remaining ATAC Credit Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 1,358 ATAC Credit Rotation ETF shares in Q4 2024, an estimated $20.1K.
  • Bank of Montreal first reported a position in ATAC Credit Rotation ETF in Q2 2024 and held it in 2 quarters.
  • Bank of Montreal's ATAC Credit Rotation ETF position peaked at $20.1K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held ATAC Credit Rotation ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.