Bank of Montreal
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Bank of Montreal’s iShares Global Utilities ETF JXI Stock Holding History

Bank of Montreal’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,651
Closed -$285K – 4059
2024
Q2 		$285K Buy
+4,651
New +$284K ﹤0.01% 2770
2024
Q1 		– Sell
-177
Closed -$10.4K – 4122
2023
Q4 		$10.4K Sell
177
-216
-55% -$12.1K ﹤0.01% 3799
2023
Q3 		$23.9K Buy
+393
New +$22.9K ﹤0.01% 3540
2023
Q1 		– Sell
-260
Closed -$15.8K – 3989
2022
Q4 		$15.8K Buy
+260
New +$15.1K ﹤0.01% 3720
2022
Q3 		– Sell
-50
Closed -$3K – 4243
2022
Q2 		$3K Buy
+50
New +$3.17K ﹤0.01% 3971
2021
Q1 		– Sell
-46
Closed -$3K – 5218
2020
Q4 		$3K Buy
46
+1
+2% +$60 ﹤0.01% 4808
2020
Q3 		$3K Hold
45
– – ﹤0.01% 4576
2020
Q2 		$2K Sell
45
-3
-6% -$158 ﹤0.01% 4520
2020
Q1 		$2K Buy
+48
New +$2.78K ﹤0.01% 3864
2018
Q2 		– Sell
-6,887
Closed -$338K – 4797
2018
Q1 		$338K Sell
6,887
-529
-7% -$25.3K ﹤0.01% 2389
2017
Q4 		$367K Sell
7,416
-33,248
-82% -$1.72M ﹤0.01% 2426
2017
Q3 		$2.06M Buy
+40,664
New +$2.07M ﹤0.01% 1602
2017
Q1 		– Sell
-130
Closed -$6K – 4090
2016
Q4 		$6K Sell
130
-1,700
-93% -$76.8K ﹤0.01% 3715
2016
Q3 		$87K Hold
1,830
– – ﹤0.01% 2850
2016
Q2 		$90K Sell
1,830
-20
-1% -$956 ﹤0.01% 2847
2016
Q1 		$89K Buy
1,850
+110
+6% +$4.97K ﹤0.01% 2845
2015
Q4 		$77K Buy
+1,740
New +$78.1K ﹤0.01% 2875

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of Montreal's JXI Position: Q3 2024 in Review

Bank of Montreal sold out of iShares Global Utilities ETF (JXI) in Q3 2024, closing a stake of 4,651 shares — an estimated $285K sold.

Bank of Montreal first reported a position in JXI in Q4 2015 and held it in 17 quarters. The position peaked at $2.06M in Q3 2017. 54 funds tracked by Wall St. Rank hold JXI as of Q3 2024.

  • Bank of Montreal reported no remaining iShares Global Utilities ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 4,651 iShares Global Utilities ETF shares in Q3 2024, an estimated $285K.
  • Bank of Montreal first reported a position in iShares Global Utilities ETF in Q4 2015 and held it in 17 quarters.
  • Bank of Montreal's iShares Global Utilities ETF position peaked at $2.06M in Q3 2017.
  • 54 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.