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Disclosery

Montis Financial, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Montis Financial, LLC on JPM, newest first. How the timeline and the estimate are built.

Montis Financial, LLC held 6,620 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,620 shares
    Change vs previous 13F +9 shares

    0.44% of the 13F portfolio, value $2,167,022.

    13F-HR 0001844314-26-000004 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,611 shares
    Change vs previous 13F +34 shares

    0.4% of the 13F portfolio, value $1,944,684.

    13F-HR 0001844314-26-000003 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,577 shares
    Change vs previous 13F +469 shares

    0.42% of the 13F portfolio, value $2,119,104.

    13F-HR 0001844314-26-000001 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,108 shares
    Change vs previous 13F +2,875 shares

    0.44% of the 13F portfolio, value $1,926,550.

    13F-HR 0001844314-25-000008 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,233 shares
    Change vs previous 13F -245 shares

    0.26% of the 13F portfolio, value $937,407.

    13F-HR 0001844314-25-000004 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,478 shares
    Change vs previous 13F -92 shares

    0.25% of the 13F portfolio, value $853,185.

    13F-HR 0001844314-25-000003 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,570 shares
    Change vs previous 13F +716 shares

    0.26% of the 13F portfolio, value $855,868.

    13F-HR 0001844314-25-000001 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,854 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $601,856.

    13F-HR 0001844314-24-000002 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).