Position in BMO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$10,843,018
+$2,538,015 QoQ
Shares Held
61,364
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.42%
of 13F equity value
Holder Rank
#141
of 653 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JCIC Asset Management Inc. holds $72,729,328 across 12 Banks - Diversified names. BMO ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,099 | $20,981,525 | |
| 2 | RY |
Royal Bank Of Canada
|
83,888 | $17,362,299 | |
| 3 | BMO |
Bank Of Montreal /Can/
This page
|
61,364 | $10,843,018 | |
| 4 | TD |
Toronto Dominion Bank
|
86,674 | $10,524,823 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
39,295 | $4,518,925 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
186,469 | $3,708,868 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
138,565 | $3,472,438 | |
| 8 | BAC |
Bank Of America Corp /De/
|
7,025 | $400,284 |
All Filings in BMO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,843,018 | 61,364 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $8,305,003 | 61,364 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,825,039 | 60,290 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,937,044 | 60,937 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $606,297 | 6,348 | Shares | Sole | 2025-04-23 | |
| 2024-06-30 | $561,543 | 6,697 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $795,310 | 8,142 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $840,495 | 8,495 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $697,908 | 8,272 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,068,101 | 33,973 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,886,168 | 54,833 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,875,910 | 53,818 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $4,942,720 | 56,398 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $7,581,695 | 64,268 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $589,551 | 5,473 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $545,822 | 5,473 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $561,310 | 5,473 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $487,753 | 5,473 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $435,879 | 5,733 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $367,690 | 6,295 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $327,849 | 6,180 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $310,606 | 6,180 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||