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	–	Sell	-80,200	Closed	-$25.8M	–	3896
2025 Q4	$25.8M	Hold	80,200	–	–	0.01%	768
2025 Q3	$25.3M	Hold	80,200	–	–	0.01%	706
2025 Q2	$23.3M	Sell	80,200 -5,500	-6%	-$1.4M	0.01%	681
2025 Q1	$21M	Buy	85,700 +5,500	+7%	+$1.4M	0.01%	688
2024 Q4	$19.2M	Hold	80,200	–	–	0.01%	760
2024 Q3	$16.9M	Hold	80,200	–	–	0.01%	847
2024 Q2	$16.2M	Buy	80,200 +6,600	+9%	+$1.29M	﹤0.01%	839
2024 Q1	$14.7M	Sell	73,600 -508,600	-87%	-$91.8M	﹤0.01%	843
2023 Q4	$99.2M	Buy	582,200 +81,000	+16%	+$12.3M	0.03%	299
2023 Q3	$77.5M	Sell	501,200 -30,000	-6%	-$4.5M	0.03%	309
2023 Q2	$77.4M	Sell	531,200 -130,000	-20%	-$17.9M	0.03%	295
2023 Q1	$89.7M	Sell	661,200 -13,700	-2%	-$1.88M	0.04%	258
2022 Q4	$90.5M	Buy	674,900 +156,500	+30%	+$19.8M	0.04%	260
2022 Q3	$64.1K	Buy	518,400 +193,800	+60%	+$22.2M	0.03%	309
2022 Q2	$40.2K	Buy	324,600 +198,100	+157%	+$24.5M	0.02%	493
2022 Q1	$18.1M	Buy	+126,500	New	+$18.7M	0.01%	868
2021 Q4	–	Sell	-200,000	Closed	-$33.3M	–	3683
2021 Q3	$33.3M	Buy	200,000 +150,000	+300%	+$23.5M	0.02%	702
2021 Q2	$7.78M	Buy	+50,000	New	+$7.85M	﹤0.01%	1394
2020 Q4	–	Sell	-55,700	Closed	-$5.46M	–	5033
2020 Q3	$5.46M	Buy	+55,700	New	+$5.47M	﹤0.01%	1149
2020 Q1	–	Sell	-230,600	Closed	-$32.1M	–	4381
2019 Q4	$32.1M	Buy	230,600 +207,100	+881%	+$26.6M	0.02%	532
2019 Q3	$2.77M	Sell	23,500 -30,000	-56%	-$3.39M	﹤0.01%	1473
2019 Q2	$5.98M	Buy	+53,500	New	+$5.9M	0.01%	1122
2019 Q1	–	Sell	-26,000	Closed	-$2.54M	–	4523
2018 Q4	$2.54M	Sell	26,000 -254,000	-91%	-$27.1M	﹤0.01%	1411
2018 Q3	$31.6M	Hold	280,000	–	–	0.02%	502
2018 Q2	$29.2M	Buy	+280,000	New	+$30.7M	0.02%	493
2017 Q2	–	Sell	-268	Closed	-$24K	–	4212
2017 Q1	$24K	Sell	268 -146,732	-100%	-$12.9M	﹤0.01%	3309
2016 Q4	$11.8M	Buy	+147,000	New	+$11.2M	0.01%	740
2016 Q3	–	Sell	-268	Closed	-$17K	–	4112
2016 Q2	$17K	Buy	268 +168	+168%	+$10.5K	﹤0.01%	3439
2016 Q1	$6K	Buy	+100	New	+$5.84K	﹤0.01%	3740
2015 Q2	–	Sell	-100,000	Closed	-$6.06M	–	4027
2015 Q1	$6.06M	Buy	+100,000	New	+$5.92M	0.01%	993
2013 Q3	–	Sell	-60,000	Closed	-$3.17M	–	3862
2013 Q2	$3.17M	Buy	+60,000	New	+$3.05M	0.01%	918

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 5,066 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.
5,066 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.