JPL Wealth Management
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JPL Wealth Management’s Bank of Montreal BMO Stock Holding History

JPL Wealth Management’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
Q3 		$51.2K Buy
306
+5
+2% +$883 0.01% 202
2026
Q2 		$53.2K Buy
301
+148
+97% +$23.3K 0.01% 255
2026
Q1 		$20.7K Buy
+153
New +$21.3K ﹤0.01% 393
2025
Q4 		– Sell
-154
Closed -$20.1K – 245
2025
Q3 		$20.1K Buy
+154
New +$18.2K ﹤0.01% 405

Other funds holding BMO

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

JPL Wealth Management's BMO Position: Q3 2026 in Review

JPL Wealth Management increased its Bank of Montreal (BMO) stake by 1.7% in Q3 2026, buying an estimated $883 and bringing the position to 306 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #202.

JPL Wealth Management first reported a position in BMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $53.2K in Q2 2026. 567 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • JPL Wealth Management held 306 shares of Bank of Montreal worth $51.2K as of Q3 2026.
  • JPL Wealth Management bought 5 Bank of Montreal shares in Q3 2026, an estimated $883.
  • Bank of Montreal made up 0.01% of JPL Wealth Management's portfolio in Q3 2026, its #202 holding.
  • JPL Wealth Management first reported a position in Bank of Montreal in Q3 2025 and has held it in 4 quarters since.
  • JPL Wealth Management's Bank of Montreal position peaked at $53.2K in Q2 2026.
  • 567 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.