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Disclosery

BANK OF MONTREAL /CAN/: JPM position timeline

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

BANK OF MONTREAL /CAN/ held 5,811,029 JPM 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 5,811,029 shares
    Change vs previous 13F +255,311 shares

    0.7% of the 13F portfolio, value $1,902,124,060.

    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 5,555,718 shares
    Change vs previous 13F -275,821 shares

    0.69% of the 13F portfolio, value $1,634,269,866.

    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 5,831,539 shares
    Change vs previous 13F -300,633 shares

    0.75% of the 13F portfolio, value $1,879,038,611.

    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 6,132,172 shares
    Change vs previous 13F +406,185 shares

    0.8% of the 13F portfolio, value $1,934,270,927.

    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 5,725,987 shares
    Change vs previous 13F -373,785 shares

    0.83% of the 13F portfolio, value $1,660,020,981.

    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 6,099,772 shares
    Change vs previous 13F -779,177 shares

    0.78% of the 13F portfolio, value $1,496,274,072.

    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 6,878,949 shares
    Change vs previous 13F -1,449,639 shares

    0.82% of the 13F portfolio, value $1,648,953,044.

    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 8,328,588 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,753,167,735.

    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).