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Disclosery

BANK OF MONTREAL /CAN/: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on JEPI, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 103,347 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,347 shares
    Change vs previous 13F -5,105 shares

    <0.01% of the 13F portfolio, value $5,837,057.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    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 108,452 shares
    Change vs previous 13F +2,974 shares

    <0.01% of the 13F portfolio, value $6,147,077.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    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 105,478 shares
    Change vs previous 13F +32,770 shares

    <0.01% of the 13F portfolio, value $6,037,559.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    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 72,708 shares
    Change vs previous 13F +9,928 shares

    <0.01% of the 13F portfolio, value $4,151,639.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    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 62,780 shares
    Change vs previous 13F +7,228 shares

    <0.01% of the 13F portfolio, value $3,569,045.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    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 55,552 shares
    Change vs previous 13F +9,571 shares

    <0.01% of the 13F portfolio, value $3,174,274.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    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 45,981 shares
    Change vs previous 13F -1,950 shares

    <0.01% of the 13F portfolio, value $2,645,270.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    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 47,931 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,847,560.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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