JPMorgan Chase & Co’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453M | Buy |
4,096,926
+158,442
| +4% | +$17.5M | 0.03% | 411 |
|
|
2025
Q1 | $376M | Buy |
3,938,484
+303,496
| +8% | +$29M | 0.03% | 444 |
|
|
2024
Q4 | $353M | Buy |
3,634,988
+307,523
| +9% | +$29.8M | 0.03% | 444 |
|
|
2024
Q3 | $300M | Buy |
3,327,465
+144,252
| +5% | +$13M | 0.02% | 515 |
|
|
2024
Q2 | $267M | Buy |
3,183,213
+265,220
| +9% | +$22.2M | 0.02% | 514 |
|
|
2024
Q1 | $285M | Buy |
2,917,993
+124,158
| +4% | +$12.1M | 0.02% | 510 |
|
|
2023
Q4 | $276M | Sell |
2,793,835
-117,722
| -4% | -$11.6M | 0.03% | 486 |
|
|
2023
Q3 | $246M | Buy |
2,911,557
+102,710
| +4% | +$8.67M | 0.03% | 466 |
|
|
2023
Q2 | $254M | Buy |
2,808,847
+11,509
| +0.4% | +$1.04M | 0.03% | 466 |
|
|
2023
Q1 | $249M | Buy |
2,797,338
+226,783
| +9% | +$20.2M | 0.03% | 445 |
|
|
2022
Q4 | $233M | Buy |
2,570,555
+23,638
| +0.9% | +$2.14M | 0.03% | 436 |
|
|
2022
Q3 | $223M | Buy |
2,546,917
+15,394
| +0.6% | +$1.35M | 0.03% | 429 |
|
|
2022
Q2 | $243M | Buy |
2,531,523
+84,780
| +3% | +$8.15M | 0.03% | 419 |
|
|
2022
Q1 | $289M | Buy |
2,446,743
+227,694
| +10% | +$26.9M | 0.03% | 421 |
|
|
2021
Q4 | $239M | Buy |
2,219,049
+45,508
| +2% | +$4.9M | 0.03% | 482 |
|
|
2021
Q3 | $217M | Buy |
2,173,541
+16,500
| +0.8% | +$1.65M | 0.03% | 515 |
|
|
2021
Q2 | $221M | Sell |
2,157,041
-74,243
| -3% | -$7.61M | 0.03% | 542 |
|
|
2021
Q1 | $199M | Buy |
2,231,284
+123,052
| +6% | +$11M | 0.03% | 538 |
|
|
2020
Q4 | $160M | Sell |
2,108,232
-116,935
| -5% | -$8.89M | 0.02% | 568 |
|
|
2020
Q3 | $130M | Buy |
2,225,167
+201,769
| +10% | +$11.8M | 0.02% | 569 |
|
|
2020
Q2 | $107M | Buy |
2,023,398
+28,611
| +1% | +$1.52M | 0.02% | 600 |
|
|
2020
Q1 | $100M | Sell |
1,994,787
-20,363
| -1% | -$1.02M | 0.02% | 533 |
|
|
2019
Q4 | $156M | Sell |
2,015,150
-514,567
| -20% | -$39.9M | 0.03% | 473 |
|
|
2019
Q3 | $187M | Buy |
2,529,717
+374,633
| +17% | +$27.6M | 0.04% | 436 |
|
|
2019
Q2 | $162M | Buy |
2,155,084
+697,296
| +48% | +$52.3M | 0.03% | 488 |
|
|
2019
Q1 | $109M | Buy |
1,457,788
+91,566
| +7% | +$6.85M | 0.02% | 578 |
|
|
2018
Q4 | $89.3M | Buy |
1,366,222
+308,178
| +29% | +$20.1M | 0.02% | 605 |
|
|
2018
Q3 | $87.3M | Buy |
1,058,044
+633,447
| +149% | +$52.3M | 0.02% | 703 |
|
|
2018
Q2 | $32.8M | Buy |
424,597
+60,224
| +17% | +$4.65M | 0.01% | 1104 |
|
|
2018
Q1 | $27.5M | Sell |
364,373
-6,044
| -2% | -$457K | 0.01% | 1182 |
|
|
2017
Q4 | $29.6M | Sell |
370,417
-84,032
| -18% | -$6.72M | 0.01% | 1141 |
|
|
2017
Q3 | $34.4M | Sell |
454,449
-265,051
| -37% | -$20M | 0.01% | 1036 |
|
|
2017
Q2 | $52.8M | Buy |
719,500
+241,812
| +51% | +$17.8M | 0.01% | 811 |
|
|
2017
Q1 | $35.7M | Sell |
477,688
-111,624
| -19% | -$8.35M | 0.01% | 998 |
|
|
2016
Q4 | $42.4M | Sell |
589,312
-161,231
| -21% | -$11.6M | 0.01% | 888 |
|
|
2016
Q3 | $49.2M | Sell |
750,543
-114,739
| -13% | -$7.52M | 0.01% | 775 |
|
|
2016
Q2 | $54.9M | Buy |
865,282
+281,630
| +48% | +$17.9M | 0.01% | 725 |
|
|
2016
Q1 | $35.4M | Buy |
583,652
+108,633
| +23% | +$6.59M | 0.01% | 902 |
|
|
2015
Q4 | $26.8M | Buy |
475,019
+33,097
| +7% | +$1.87M | 0.01% | 1021 |
|
|
2015
Q3 | $24.1M | Sell |
441,922
-217,677
| -33% | -$11.9M | 0.01% | 1055 |
|
|
2015
Q2 | $39.1M | Buy |
659,599
+113,773
| +21% | +$6.74M | 0.01% | 925 |
|
|
2015
Q1 | $32.7M | Buy |
545,826
+73,567
| +16% | +$4.41M | 0.01% | 1040 |
|
|
2014
Q4 | $33.4M | Buy |
472,259
+45,810
| +11% | +$3.24M | 0.01% | 1031 |
|
|
2014
Q3 | $31.4M | Sell |
426,449
-78,798
| -16% | -$5.8M | 0.01% | 1041 |
|
|
2014
Q2 | $37.2M | Sell |
505,247
-1,425,256
| -74% | -$105M | 0.01% | 984 |
|
|
2014
Q1 | $129M | Sell |
1,930,503
-579,857
| -23% | -$38.9M | 0.04% | 473 |
|
|
2013
Q4 | $167M | Buy |
2,510,360
+210,838
| +9% | +$14.1M | 0.05% | 378 |
|
|
2013
Q3 | $154M | Buy |
2,299,522
+525,594
| +30% | +$35.1M | 0.05% | 392 |
|
|
2013
Q2 | $103M | Buy |
+1,773,928
| New | +$103M | 0.03% | 481 |
|