Bank of Montreal’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66B | Sell |
5,725,987
-373,785
| -6% | -$108M | 0.78% | 24 |
|
|
2025
Q1 | $1.5B | Sell |
6,099,772
-779,177
| -11% | -$191M | 0.73% | 28 |
|
|
2024
Q4 | $1.65B | Sell |
6,878,949
-1,449,639
| -17% | -$347M | 0.77% | 23 |
|
|
2024
Q3 | $1.75B | Buy |
8,328,588
+564,011
| +7% | +$119M | 0.77% | 23 |
|
|
2024
Q2 | $1.57B | Sell |
7,764,577
-1,022,838
| -12% | -$207M | 0.46% | 29 |
|
|
2024
Q1 | $1.75B | Buy |
8,787,415
+1,184,116
| +16% | +$236M | 0.53% | 25 |
|
|
2023
Q4 | $1.3B | Sell |
7,603,299
-325,472
| -4% | -$55.5M | 0.39% | 27 |
|
|
2023
Q3 | $1.23B | Buy |
7,928,771
+711,175
| +10% | +$110M | 0.42% | 28 |
|
|
2023
Q2 | $1.05B | Sell |
7,217,596
-1,115,060
| -13% | -$162M | 0.36% | 32 |
|
|
2023
Q1 | $1.13B | Buy |
8,332,656
+749,989
| +10% | +$102M | 0.45% | 27 |
|
|
2022
Q4 | $1.02B | Buy |
7,582,667
+281,833
| +4% | +$37.8M | 0.44% | 26 |
|
|
2022
Q3 | $903K | Buy |
7,300,834
+146,942
| +2% | +$18.2K | 0.39% | 34 |
|
|
2022
Q2 | $885K | Buy |
7,153,892
+422,142
| +6% | +$52.2K | 0.41% | 36 |
|
|
2022
Q1 | $964M | Sell |
6,731,750
-1,712,386
| -20% | -$245M | 0.47% | 36 |
|
|
2021
Q4 | $1.36B | Sell |
8,444,136
-741,792
| -8% | -$120M | 0.72% | 28 |
|
|
2021
Q3 | $1.53B | Buy |
9,185,928
+806,052
| +10% | +$134M | 0.7% | 23 |
|
|
2021
Q2 | $1.3B | Buy |
8,379,876
+1,193,019
| +17% | +$186M | 0.65% | 28 |
|
|
2021
Q1 | $1.11B | Sell |
7,186,857
-647,505
| -8% | -$100M | 0.73% | 23 |
|
|
2020
Q4 | $1.08B | Sell |
7,834,362
-180,457
| -2% | -$24.9M | 0.72% | 24 |
|
|
2020
Q3 | $786M | Buy |
8,014,819
+687,159
| +9% | +$67.4M | 0.66% | 29 |
|
|
2020
Q2 | $669M | Sell |
7,327,660
-125,342
| -2% | -$11.4M | 0.61% | 29 |
|
|
2020
Q1 | $652M | Sell |
7,453,002
-224,456
| -3% | -$19.6M | 0.75% | 25 |
|
|
2019
Q4 | $1.07B | Sell |
7,677,458
-462,541
| -6% | -$64.5M | 0.8% | 22 |
|
|
2019
Q3 | $958M | Buy |
8,139,999
+1,001,256
| +14% | +$118M | 0.83% | 21 |
|
|
2019
Q2 | $798M | Buy |
7,138,743
+43,039
| +0.6% | +$4.81M | 0.67% | 24 |
|
|
2019
Q1 | $718M | Sell |
7,095,704
-1,108,725
| -14% | -$112M | 0.62% | 29 |
|
|
2018
Q4 | $801M | Buy |
8,204,429
+53,122
| +0.7% | +$5.19M | 0.76% | 22 |
|
|
2018
Q3 | $920M | Buy |
8,151,307
+287,220
| +4% | +$32.4M | 0.72% | 23 |
|
|
2018
Q2 | $819M | Buy |
7,864,087
+515,704
| +7% | +$53.7M | 0.68% | 25 |
|
|
2018
Q1 | $808M | Sell |
7,348,383
-611,617
| -8% | -$67.3M | 0.72% | 26 |
|
|
2017
Q4 | $851M | Buy |
7,960,000
+361,065
| +5% | +$38.6M | 0.74% | 24 |
|
|
2017
Q3 | $726M | Buy |
7,598,935
+215,976
| +3% | +$20.6M | 0.66% | 27 |
|
|
2017
Q2 | $675M | Sell |
7,382,959
-270,185
| -4% | -$24.7M | 0.65% | 25 |
|
|
2017
Q1 | $672M | Buy |
7,653,144
+988,624
| +15% | +$86.8M | 0.64% | 24 |
|
|
2016
Q4 | $534M | Sell |
6,664,520
-3,143,126
| -32% | -$252M | 0.56% | 30 |
|
|
2016
Q3 | $653M | Buy |
9,807,646
+104,746
| +1% | +$6.98M | 0.71% | 22 |
|
|
2016
Q2 | $603M | Buy |
9,702,900
+2,643,986
| +37% | +$164M | 0.69% | 26 |
|
|
2016
Q1 | $418M | Sell |
7,058,914
-571,931
| -7% | -$33.9M | 0.45% | 35 |
|
|
2015
Q4 | $504M | Buy |
7,630,845
+2,110,537
| +38% | +$139M | 0.6% | 26 |
|
|
2015
Q3 | $337M | Sell |
5,520,308
-319,366
| -5% | -$19.5M | 0.47% | 37 |
|
|
2015
Q2 | $396M | Buy |
5,839,674
+498,212
| +9% | +$33.8M | 0.46% | 36 |
|
|
2015
Q1 | $324M | Sell |
5,341,462
-2,164,129
| -29% | -$131M | 0.37% | 49 |
|
|
2014
Q4 | $470M | Sell |
7,505,591
-431,978
| -5% | -$27M | 0.53% | 32 |
|
|
2014
Q3 | $478M | Sell |
7,937,569
-2,210,507
| -22% | -$133M | 0.54% | 30 |
|
|
2014
Q2 | $585M | Sell |
10,148,076
-127,992
| -1% | -$7.37M | 0.65% | 25 |
|
|
2014
Q1 | $624M | Sell |
10,276,068
-480,955
| -4% | -$29.2M | 0.8% | 22 |
|
|
2013
Q4 | $629M | Buy |
10,757,023
+3,674,552
| +52% | +$215M | 0.86% | 22 |
|
|
2013
Q3 | $366M | Buy |
7,082,471
+1,318,433
| +23% | +$68.1M | 0.57% | 33 |
|
|
2013
Q2 | $304M | Buy |
+5,764,038
| New | +$304M | 0.54% | 34 |
|