JP Morgan Chase
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JP Morgan Chase’s Bank of Montreal BMO Stock Holding History

JP Morgan Chase’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
2026
Q2 		$554M Sell
3,145,509
-670,061
-18% -$105M 0.03% 417
2026
Q1 		$502M Buy
3,815,570
+518,139
+16% +$72M 0.03% 402
2025
Q4 		$428M Sell
3,297,431
-736,755
-18% -$93.3M 0.03% 435
2025
Q3 		$525M Sell
4,034,186
-62,740
-2% -$7.43M 0.03% 415
2025
Q2 		$453M Buy
4,096,926
+158,442
+4% +$16M 0.03% 438
2025
Q1 		$376M Buy
3,938,484
+303,496
+8% +$30M 0.03% 468
2024
Q4 		$353M Buy
3,634,988
+307,523
+9% +$29.1M 0.03% 474
2024
Q3 		$300M Buy
3,327,465
+144,252
+5% +$12.3M 0.02% 545
2024
Q2 		$267M Buy
3,183,213
+265,220
+9% +$24.1M 0.02% 545
2024
Q1 		$285M Buy
2,917,993
+124,158
+4% +$11.7M 0.02% 542
2023
Q4 		$276M Sell
2,793,835
-117,722
-4% -$9.83M 0.03% 521
2023
Q3 		$246M Buy
2,911,557
+102,710
+4% +$9.03M 0.03% 495
2023
Q2 		$254M Buy
2,808,847
+11,509
+0.4% +$1.02M 0.03% 491
2023
Q1 		$249M Buy
2,797,338
+226,783
+9% +$21.5M 0.03% 477
2022
Q4 		$233M Buy
2,570,555
+23,638
+0.9% +$2.19M 0.03% 466
2022
Q3 		$223M Buy
2,546,917
+15,394
+0.6% +$1.49M 0.03% 459
2022
Q2 		$243M Buy
2,531,523
+84,780
+3% +$9.01M 0.03% 448
2022
Q1 		$289M Buy
2,446,743
+227,694
+10% +$26.4M 0.03% 448
2021
Q4 		$239M Buy
2,219,049
+45,508
+2% +$4.9M 0.03% 514
2021
Q3 		$217M Buy
2,173,541
+16,500
+0.8% +$1.66M 0.03% 549
2021
Q2 		$221M Sell
2,157,041
-74,243
-3% -$7.33M 0.03% 573
2021
Q1 		$199M Buy
2,231,284
+123,052
+6% +$10M 0.03% 574
2020
Q4 		$160M Sell
2,108,232
-116,935
-5% -$8M 0.02% 604
2020
Q3 		$130M Buy
2,225,167
+201,769
+10% +$11.7M 0.02% 609
2020
Q2 		$107M Buy
2,023,398
+28,611
+1% +$1.46M 0.02% 630
2020
Q1 		$100M Sell
1,994,787
-20,363
-1% -$1.38M 0.02% 564
2019
Q4 		$156M Sell
2,015,150
-514,567
-20% -$38.7M 0.03% 510
2019
Q3 		$187M Buy
2,529,717
+374,633
+17% +$27.3M 0.04% 463
2019
Q2 		$162M Buy
2,155,084
+697,296
+48% +$53.3M 0.03% 517
2019
Q1 		$109M Buy
1,457,788
+91,566
+7% +$6.77M 0.02% 622
2018
Q4 		$89.3M Buy
1,366,222
+308,178
+29% +$22.8M 0.02% 661
2018
Q3 		$87.3M Buy
1,058,044
+633,447
+149% +$50.9M 0.02% 764
2018
Q2 		$32.8M Buy
424,597
+60,224
+17% +$4.64M 0.01% 1231
2018
Q1 		$27.5M Sell
364,373
-6,044
-2% -$475K 0.01% 1299
2017
Q4 		$29.6M Sell
370,417
-84,032
-18% -$6.55M 0.01% 1285
2017
Q3 		$34.4M Sell
454,449
-265,051
-37% -$19.8M 0.01% 1146
2017
Q2 		$52.8M Buy
719,500
+241,812
+51% +$17.1M 0.01% 880
2017
Q1 		$35.7M Sell
477,688
-111,624
-19% -$8.43M 0.01% 1109
2016
Q4 		$42.4M Sell
589,312
-161,231
-21% -$10.8M 0.01% 984
2016
Q3 		$49.2M Sell
750,543
-114,739
-13% -$7.46M 0.01% 845
2016
Q2 		$54.9M Buy
865,282
+281,630
+48% +$17.9M 0.01% 804
2016
Q1 		$35.4M Buy
583,652
+108,633
+23% +$5.95M 0.01% 993
2015
Q4 		$26.8M Buy
475,019
+33,097
+7% +$1.9M 0.01% 1143
2015
Q3 		$24.1M Sell
441,922
-217,677
-33% -$12M 0.01% 1151
2015
Q2 		$39.1M Buy
659,599
+113,773
+21% +$7.14M 0.01% 1010
2015
Q1 		$32.7M Buy
545,826
+73,567
+16% +$4.56M 0.01% 1119
2014
Q4 		$33.4M Buy
472,259
+45,810
+11% +$3.28M 0.01% 1160
2014
Q3 		$31.4M Sell
426,449
-78,798
-16% -$5.93M 0.01% 1169
2014
Q2 		$37.2M Sell
505,247
-1,425,256
-74% -$99.4M 0.01% 1000
2014
Q1 		$129M Sell
1,930,503
-579,857
-23% -$37.7M 0.04% 480
2013
Q4 		$167M Buy
2,510,360
+210,838
+9% +$14.3M 0.05% 389
2013
Q3 		$154M Buy
2,299,522
+525,594
+30% +$33M 0.05% 407
2013
Q2 		$103M Buy
+1,773,928
New +$107M 0.03% 501

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

JP Morgan Chase's BMO Position: Q2 2026 in Review

JP Morgan Chase reduced its Bank of Montreal (BMO) stake by 18% in Q2 2026, selling an estimated $105M and leaving 3,145,509 shares worth $554M. The position accounts for 0.03% of the portfolio, ranked #417.

JP Morgan Chase first reported a position in BMO in Q2 2013 and has held it in 53 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • JP Morgan Chase held 3,145,509 shares of Bank of Montreal worth $554M as of Q2 2026.
  • JP Morgan Chase sold 670,061 Bank of Montreal shares in Q2 2026, an estimated $105M.
  • Bank of Montreal made up 0.03% of JP Morgan Chase's portfolio in Q2 2026, its #417 holding.
  • JP Morgan Chase first reported a position in Bank of Montreal in Q2 2013 and has held it in 53 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.