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Disclosery

BANK OF MONTREAL /CAN/: JEPQ position timeline

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

BANK OF MONTREAL /CAN/ held 18,898 JEPQ 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 18,898 shares
    Change vs previous 13F -2,363 shares

    <0.01% of the 13F portfolio, value $1,161,498.

    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 21,261 shares
    Change vs previous 13F +2,015 shares

    <0.01% of the 13F portfolio, value $1,180,438.

    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 19,246 shares
    Change vs previous 13F +9,877 shares

    <0.01% of the 13F portfolio, value $1,118,608.

    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 9,369 shares
    Change vs previous 13F -330 shares

    <0.01% of the 13F portfolio, value $538,887.

    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 9,699 shares
    Change vs previous 13F -89 shares

    <0.01% of the 13F portfolio, value $527,631.

    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 9,788 shares
    Change vs previous 13F -2,002 shares

    <0.01% of the 13F portfolio, value $506,843.

    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 11,790 shares
    Change vs previous 13F +1,438 shares

    <0.01% of the 13F portfolio, value $664,720.

    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 10,352 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $567,289.

    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).