Bank of Montreal
JPM.WS

Bank of Montreal’s JPMorgan Chase JPM.WS Stock Holding History

Bank of Montreal’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9,009
Closed -$487K – 4438
2017
Q3 		$487K Hold
9,009
– – ﹤0.01% 2282
2017
Q2 		$453K Hold
9,009
– – ﹤0.01% 2319
2017
Q1 		$417K Buy
9,009
+2,528
+39% +$118K ﹤0.01% 2169
2016
Q4 		$249K Hold
6,481
– – ﹤0.01% 2397
2016
Q3 		$160K Buy
+6,481
New +$152K ﹤0.01% 2541

Other funds holding JPM.WS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Bank of Montreal's JPM.WS Position: Q4 2017 in Review

Bank of Montreal sold out of JPMorgan Chase (JPM.WS) in Q4 2017, closing a stake of 9,009 shares — an estimated $487K sold.

Bank of Montreal first reported a position in JPM.WS in Q3 2016 and held it in 5 quarters. The position peaked at $487K in Q3 2017. 51 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2017.

  • Bank of Montreal reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
  • Bank of Montreal sold 9,009 JPMorgan Chase shares in Q4 2017, an estimated $487K.
  • Bank of Montreal first reported a position in JPMorgan Chase in Q3 2016 and held it in 5 quarters.
  • Bank of Montreal's JPMorgan Chase position peaked at $487K in Q3 2017.
  • 51 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Bank of Montreal's 13F filing for Q4 2017, filed 16 Jan 2018.