JP Morgan Private Wealth Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,948
| Closed | -$352K | – | 1530 |
|
|
2023
Q1 | $352K | Sell |
3,948
-150
| -4% | -$14.2K | ﹤0.01% | 1612 |
|
|
2022
Q4 | $371K | Buy |
4,098
+1,159
| +39% | +$107K | ﹤0.01% | 1576 |
|
|
2022
Q3 | $258K | Sell |
2,939
-19
| -0.6% | -$1.84K | ﹤0.01% | 1718 |
|
|
2022
Q2 | $285K | Sell |
2,958
-62
| -2% | -$6.59K | ﹤0.01% | 1675 |
|
|
2022
Q1 | $356K | Sell |
3,020
-74
| -2% | -$8.58K | ﹤0.01% | 1680 |
|
|
2021
Q4 | $333K | Buy |
3,094
+261
| +9% | +$28.1K | ﹤0.01% | 1706 |
|
|
2021
Q3 | $283K | Hold |
2,833
| – | – | ﹤0.01% | 1718 |
|
|
2021
Q2 | $291K | Sell |
2,833
-75
| -3% | -$7.4K | ﹤0.01% | 1685 |
|
|
2021
Q1 | $259K | Sell |
2,908
-228
| -7% | -$18.6K | ﹤0.01% | 1592 |
|
|
2020
Q4 | $238K | Buy |
+3,136
| New | +$215K | ﹤0.01% | 1584 |
|
|
2020
Q2 | – | Sell |
-10,845
| Closed | -$545K | – | 1552 |
|
|
2020
Q1 | $545K | Buy |
10,845
+3,899
| +56% | +$264K | ﹤0.01% | 904 |
|
|
2019
Q4 | $538K | Buy |
6,946
+1,572
| +29% | +$118K | ﹤0.01% | 1022 |
|
|
2019
Q3 | $396K | Buy |
5,374
+1,428
| +36% | +$104K | ﹤0.01% | 1077 |
|
|
2019
Q2 | $298K | Sell |
3,946
-408
| -9% | -$31.2K | ﹤0.01% | 1153 |
|
|
2019
Q1 | $326K | Sell |
4,354
-2,496
| -36% | -$185K | ﹤0.01% | 1175 |
|
|
2018
Q4 | $448K | Sell |
6,850
-2,133
| -24% | -$158K | ﹤0.01% | 1008 |
|
|
2018
Q3 | $741K | Buy |
8,983
+1,177
| +15% | +$94.7K | ﹤0.01% | 930 |
|
|
2018
Q2 | $603K | Sell |
7,806
-112
| -1% | -$8.62K | ﹤0.01% | 949 |
|
|
2018
Q1 | $598K | Sell |
7,918
-4,578
| -37% | -$360K | ﹤0.01% | 809 |
|
|
2017
Q4 | $1M | Buy |
12,496
+4,032
| +48% | +$314K | 0.01% | 655 |
|
|
2017
Q3 | $641K | Buy |
8,464
+668
| +9% | +$49.8K | ﹤0.01% | 760 |
|
|
2017
Q2 | $573K | Sell |
7,796
-83
| -1% | -$5.88K | ﹤0.01% | 795 |
|
|
2017
Q1 | $589K | Buy |
7,879
+2,372
| +43% | +$179K | ﹤0.01% | 792 |
|
|
2016
Q4 | $396K | Buy |
5,507
+793
| +17% | +$52.9K | ﹤0.01% | 890 |
|
|
2016
Q3 | $309K | Sell |
4,714
-218
| -4% | -$14.2K | ﹤0.01% | 975 |
|
|
2016
Q2 | $312K | Sell |
4,932
-2,626
| -35% | -$166K | ﹤0.01% | 958 |
|
|
2016
Q1 | $459K | Buy |
7,558
+1,942
| +35% | +$106K | ﹤0.01% | 777 |
|
|
2015
Q4 | $317K | Buy |
+5,616
| New | +$323K | ﹤0.01% | 843 |
|
|
2015
Q3 | – | Sell |
-4,468
| Closed | -$264K | – | 1064 |
|
|
2015
Q2 | $264K | Buy |
4,468
+176
| +4% | +$11K | ﹤0.01% | 886 |
|
|
2015
Q1 | $258K | Sell |
4,292
-371
| -8% | -$23K | ﹤0.01% | 946 |
|
|
2014
Q4 | $330K | Buy |
4,663
+447
| +11% | +$32K | ﹤0.01% | 841 |
|
|
2014
Q3 | $310K | Buy |
4,216
+757
| +22% | +$56.9K | ﹤0.01% | 838 |
|
|
2014
Q2 | $255K | Buy |
+3,459
| New | +$241K | ﹤0.01% | 745 |
|
|
2014
Q1 | – | Sell |
-3,558
| Closed | -$237K | – | 875 |
|
|
2013
Q4 | $237K | Buy |
+3,558
| New | +$242K | ﹤0.01% | 574 |
|
Other funds holding BMO
JP Morgan Private Wealth Advisors's BMO Position: Q2 2023 in Review
JP Morgan Private Wealth Advisors sold out of Bank of Montreal (BMO) in Q2 2023, closing a stake of 3,948 shares — an estimated $352K sold.
JP Morgan Private Wealth Advisors first reported a position in BMO in Q4 2013 and held it in 34 quarters. The position peaked at $1M in Q4 2017. 470 funds tracked by Wall St. Rank hold BMO as of Q2 2023.
- JP Morgan Private Wealth Advisors reported no remaining Bank of Montreal position as of Q2 2023 after selling out during the quarter.
- JP Morgan Private Wealth Advisors sold 3,948 Bank of Montreal shares in Q2 2023, an estimated $352K.
- JP Morgan Private Wealth Advisors first reported a position in Bank of Montreal in Q4 2013 and held it in 34 quarters.
- JP Morgan Private Wealth Advisors's Bank of Montreal position peaked at $1M in Q4 2017.
- 470 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.