Bank of Montreal’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.8M | Sell |
26,500
-305,000
| -92% | -$92.6M | ﹤0.01% | 1167 |
|
|
2025
Q4 | $107M | Buy |
331,500
+26,500
| +9% | +$8.2M | 0.04% | 353 |
|
|
2025
Q3 | $96.2M | Hold |
305,000
| – | – | 0.04% | 332 |
|
|
2025
Q2 | $88.4M | Hold |
305,000
| – | – | 0.04% | 292 |
|
|
2025
Q1 | $74.8M | Sell |
305,000
-131,400
| -30% | -$33.5M | 0.04% | 324 |
|
|
2024
Q4 | $105M | Hold |
436,400
| – | – | 0.05% | 279 |
|
|
2024
Q3 | $91.9M | Sell |
436,400
-420,000
| -49% | -$88.5M | 0.04% | 317 |
|
|
2024
Q2 | $173M | Buy |
856,400
+680,000
| +385% | +$133M | 0.05% | 199 |
|
|
2024
Q1 | $35.2M | Sell |
176,400
-639,400
| -78% | -$115M | 0.01% | 550 |
|
|
2023
Q4 | $139M | Buy |
815,800
+109,700
| +16% | +$16.6M | 0.04% | 242 |
|
|
2023
Q3 | $109M | Buy |
706,100
+171,800
| +32% | +$25.8M | 0.04% | 249 |
|
|
2023
Q2 | $77.8M | Sell |
534,300
-114,600
| -18% | -$15.8M | 0.03% | 292 |
|
|
2023
Q1 | $88M | Buy |
648,900
+426,000
| +191% | +$58.4M | 0.04% | 265 |
|
|
2022
Q4 | $29.9M | Sell |
222,900
-32,800
| -13% | -$4.16M | 0.01% | 557 |
|
|
2022
Q3 | $31.6K | Sell |
255,700
-10,500
| -4% | -$1.2M | 0.01% | 520 |
|
|
2022
Q2 | $32.9K | Buy |
266,200
+150,000
| +129% | +$18.6M | 0.02% | 567 |
|
|
2022
Q1 | $16.6M | Buy |
+116,200
| New | +$17.2M | 0.01% | 904 |
|
|
2021
Q4 | – | Sell |
-425,000
| Closed | -$70.8M | – | 3684 |
|
|
2021
Q3 | $70.8M | Buy |
425,000
+150,000
| +55% | +$23.5M | 0.03% | 447 |
|
|
2021
Q2 | $42.8M | Buy |
275,000
+260,600
| +1,810% | +$40.9M | 0.02% | 569 |
|
|
2021
Q1 | $2.23M | Buy |
+14,400
| New | +$2.07M | ﹤0.01% | 1741 |
|
|
2019
Q4 | – | Sell |
-41,000
| Closed | -$4.83M | – | 4928 |
|
|
2019
Q3 | $4.83M | Buy |
41,000
+9,700
| +31% | +$1.1M | ﹤0.01% | 1224 |
|
|
2019
Q2 | $3.5M | Sell |
31,300
-68,700
| -69% | -$7.57M | ﹤0.01% | 1383 |
|
|
2019
Q1 | $10.1M | Sell |
100,000
-400,000
| -80% | -$41.2M | 0.01% | 845 |
|
|
2018
Q4 | $48.8M | Buy |
+500,000
| New | +$53.3M | 0.05% | 326 |
|
|
2018
Q3 | – | Sell |
-40,000
| Closed | -$4.17M | – | 4817 |
|
|
2018
Q2 | $4.17M | Sell |
40,000
-410,000
| -91% | -$45M | ﹤0.01% | 1269 |
|
|
2018
Q1 | $49.5M | Buy |
+450,000
| New | +$51M | 0.04% | 364 |
|
|
2015
Q2 | – | Sell |
-100,000
| Closed | -$6.06M | – | 4028 |
|
|
2015
Q1 | $6.06M | Buy |
+100,000
| New | +$5.92M | 0.01% | 994 |
|
|
2013
Q3 | – | Sell |
-170,300
| Closed | -$8.99M | – | 3863 |
|
|
2013
Q2 | $8.99M | Buy |
+170,300
| New | +$8.66M | 0.02% | 527 |
|
Other funds holding JPM
VCM
VPM
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. 5,065 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.
- 5,065 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.