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Disclosery

MONTRUSCO BOLTON INVESTMENTS INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTRUSCO BOLTON INVESTMENTS INC. on JPM, newest first. How the timeline and the estimate are built.

MONTRUSCO BOLTON INVESTMENTS INC. held 635,233 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 635,233 shares
    Change vs previous 13F -289,405 shares

    3.64% of the 13F portfolio, value $210,154,134.

    13F-HR 0001475940-26-000009 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 924,638 shares
    Change vs previous 13F -321,542 shares

    4.69% of the 13F portfolio, value $302,661,757.

    13F-HR 0001475940-26-000006 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,246,180 shares
    Change vs previous 13F +240,754 shares

    5.39% of the 13F portfolio, value $356,018,042.

    13F-HR 0001475940-26-000003 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,005,426 shares
    Change vs previous 13F -364,098 shares

    3.9% of the 13F portfolio, value $313,328,249.

    13F-HR 0001475940-26-000001 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,369,524 shares
    Change vs previous 13F -345,540 shares

    4.87% of the 13F portfolio, value $418,762,156.

    13F-HR 0001475940-25-000002 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,715,064 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $485,801,860.

    13F-HR 0001085146-25-004174 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

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