Bank of Montreal’s JPMorgan Chase JPM Stock Holding History

Bank of Montreal’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
2026 Q1	$1.63B	Sell	5,555,718 -275,821	-5%	-$83.7M	0.61%	32
2025 Q4	$1.88B	Sell	5,831,539 -300,633	-5%	-$93.1M	0.65%	30
2025 Q3	$1.93B	Buy	6,132,172 +406,185	+7%	+$121M	0.74%	26
2025 Q2	$1.66B	Sell	5,725,987 -373,785	-6%	-$95.4M	0.78%	26
2025 Q1	$1.5B	Sell	6,099,772 -779,177	-11%	-$199M	0.73%	30
2024 Q4	$1.65B	Sell	6,878,949 -1,449,639	-17%	-$338M	0.77%	25
2024 Q3	$1.75B	Buy	8,328,588 +564,011	+7%	+$119M	0.77%	24
2024 Q2	$1.57B	Sell	7,764,577 -1,022,838	-12%	-$200M	0.46%	31
2024 Q1	$1.75B	Buy	8,787,415 +1,184,116	+16%	+$214M	0.53%	26
2023 Q4	$1.3B	Sell	7,603,299 -325,472	-4%	-$49.3M	0.39%	31
2023 Q3	$1.23B	Buy	7,928,771 +711,175	+10%	+$107M	0.42%	31
2023 Q2	$1.05B	Sell	7,217,596 -1,115,060	-13%	-$153M	0.36%	35
2023 Q1	$1.13B	Buy	8,332,656 +749,989	+10%	+$103M	0.45%	29
2022 Q4	$1.02B	Buy	7,582,667 +281,833	+4%	+$35.7M	0.44%	29
2022 Q3	$903K	Buy	7,300,834 +146,942	+2%	+$16.9M	0.39%	40
2022 Q2	$885K	Buy	7,153,892 +422,142	+6%	+$52.3M	0.41%	44
2022 Q1	$964M	Sell	6,731,750 -1,712,386	-20%	-$253M	0.47%	47
2021 Q4	$1.36B	Sell	8,444,136 -741,792	-8%	-$122M	0.72%	28
2021 Q3	$1.53B	Buy	9,185,928 +806,052	+10%	+$126M	0.7%	24
2021 Q2	$1.3B	Buy	8,379,876 +1,193,019	+17%	+$187M	0.65%	30
2021 Q1	$1.11B	Sell	7,186,857 -647,505	-8%	-$93.2M	0.73%	26
2020 Q4	$1.08B	Sell	7,834,362 -180,457	-2%	-$20.2M	0.72%	28
2020 Q3	$786M	Buy	8,014,819 +687,159	+9%	+$67.5M	0.66%	33
2020 Q2	$669M	Sell	7,327,660 -125,342	-2%	-$11.9M	0.61%	33
2020 Q1	$652M	Sell	7,453,002 -224,456	-3%	-$27.3M	0.75%	27
2019 Q4	$1.07B	Sell	7,677,458 -462,541	-6%	-$59.3M	0.8%	22
2019 Q3	$958M	Buy	8,139,999 +1,001,256	+14%	+$113M	0.83%	22
2019 Q2	$798M	Buy	7,138,743 +43,039	+0.6%	+$4.75M	0.67%	26
2019 Q1	$718M	Sell	7,095,704 -1,108,725	-14%	-$114M	0.62%	31
2018 Q4	$801M	Buy	8,204,429 +53,122	+0.7%	+$5.66M	0.76%	24
2018 Q3	$920M	Buy	8,151,307 +287,220	+4%	+$32.6M	0.72%	24
2018 Q2	$819M	Buy	7,864,087 +515,704	+7%	+$56.6M	0.68%	27
2018 Q1	$808M	Sell	7,348,383 -611,617	-8%	-$69.3M	0.72%	26
2017 Q4	$851M	Buy	7,960,000 +361,065	+5%	+$36.6M	0.74%	24
2017 Q3	$726M	Buy	7,598,935 +215,976	+3%	+$19.9M	0.66%	27
2017 Q2	$675M	Sell	7,382,959 -270,185	-4%	-$23.3M	0.65%	25
2017 Q1	$672M	Buy	7,653,144 +988,624	+15%	+$87.2M	0.64%	25
2016 Q4	$534M	Sell	6,664,520 -3,143,126	-32%	-$240M	0.56%	31
2016 Q3	$653M	Buy	9,807,646 +104,746	+1%	+$6.83M	0.71%	24
2016 Q2	$603M	Buy	9,702,900 +2,643,986	+37%	+$165M	0.69%	27
2016 Q1	$418M	Sell	7,058,914 -571,931	-7%	-$33.4M	0.45%	40
2015 Q4	$504M	Buy	7,630,845 +2,110,537	+38%	+$137M	0.6%	27
2015 Q3	$337M	Sell	5,520,308 -319,366	-5%	-$20.9M	0.47%	38
2015 Q2	$396M	Buy	5,839,674 +498,212	+9%	+$32.5M	0.46%	36
2015 Q1	$324M	Sell	5,341,462 -2,164,129	-29%	-$128M	0.37%	49
2014 Q4	$470M	Sell	7,505,591 -431,978	-5%	-$26M	0.53%	32
2014 Q3	$478M	Sell	7,937,569 -2,210,507	-22%	-$129M	0.54%	30
2014 Q2	$585M	Sell	10,148,076 -127,992	-1%	-$7.2M	0.65%	25
2014 Q1	$624M	Sell	10,276,068 -480,955	-4%	-$27.8M	0.8%	22
2013 Q4	$629M	Buy	10,757,023 +3,674,552	+52%	+$201M	0.86%	22
2013 Q3	$366M	Buy	7,082,471 +1,318,433	+23%	+$70.7M	0.57%	33
2013 Q2	$304M	Buy	+5,764,038	New	+$293M	0.54%	34

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Bank of Montreal's JPM Position: Q1 2026 in Review

Bank of Montreal reduced its JPMorgan Chase (JPM) stake by 4.7% in Q1 2026, selling an estimated $83.7M and leaving 5,555,718 shares worth $1.63B. The position accounts for 0.61% of the portfolio, ranked #32.

Bank of Montreal first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.93B in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Bank of Montreal held 5,555,718 shares of JPMorgan Chase worth $1.63B as of Q1 2026.
Bank of Montreal sold 275,821 JPMorgan Chase shares in Q1 2026, an estimated $83.7M.
JPMorgan Chase made up 0.61% of Bank of Montreal's portfolio in Q1 2026, its #32 holding.
Bank of Montreal first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's JPMorgan Chase position peaked at $1.93B in Q3 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.