Jones Financial Companies
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Jones Financial Companies’s Bank of Montreal BMO Stock Holding History

Jones Financial Companies’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.09M Buy
2025
Q1 		$803K Buy
2024
Q4 		$760K Buy
2024
Q3 		$392K Buy
2024
Q2 		$68.2K Buy
2019
Q2 		– Sell
2019
Q1 		$1.99M Buy