Position in BMO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$80,751
+$21,202 QoQ
Shares Held
457
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#557
of 654 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JNBA Financial Advisors holds $5,214,287 across 15 Banks - Diversified names. BMO ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,578 | $2,807,836 | |
| 2 | BAC |
Bank Of America Corp /De/
|
18,925 | $1,078,346 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
8,314 | $687,068 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,255 | $470,705 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
457 | $80,751 | |
| 6 | RY |
Royal Bank Of Canada
|
160 | $33,115 | |
| 7 | SAN |
Banco Santander, S.A.
|
703 | $9,701 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
361 | $8,512 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,751 | 457 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $59,549 | 440 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $57,107 | 440 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $59,654 | 458 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $55,315 | 500 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $47,755 | 500 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $48,525 | 500 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $45,100 | 500 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $41,925 | 500 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $97,680 | 1,000 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $98,940 | 1,000 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $84,370 | 1,000 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $90,310 | 1,000 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $89,110 | 1,000 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $90,600 | 1,000 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $87,640 | 1,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $96,170 | 1,000 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $117,970 | 1,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $107,720 | 1,000 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $99,730 | 1,000 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $102,560 | 1,000 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $140,364 | 1,575 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $119,747 | 1,575 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $91,995 | 1,575 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $83,553 | 1,575 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||