Jackson, Grant Investment Advisers, Inc.
Position in BMO — Bank Of Montreal /Can/
CIK 1650300
STAMFORD, CT
Position in BMO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$23,677
+$5,677 QoQ
Shares Held
134
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#592
of 653 holders
Holding Since
Dec 2024
7 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, 2026Jackson, Grant Investment Advisers, Inc. holds $1,975,652 across 9 Banks - Diversified names. BMO ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
4,037 | $583,790 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
1,446 | $473,319 | |
| 3 | BAC |
Bank Of America Corp /De/
|
6,344 | $361,481 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,422 | $282,794 | |
| 5 | C |
Citigroup Inc
|
794 | $111,128 | |
| 6 | RY |
Royal Bank Of Canada
|
307 | $63,539 | |
| 7 | BNS |
Bank Of Nova Scotia
|
700 | $60,788 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
134 | $23,677 |
All Filings in BMO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,677 | 134 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $18,000 | 133 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,132 | 132 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $17,062 | 131 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,381 | 130 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,320 | 129 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $12,519 | 129 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||