JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Position in BMO — Bank Of Montreal /Can/
CIK 2006637
MILTON, GA
Position in BMO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$634,353
+$152,814 QoQ
Shares Held
3,590
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#339
of 654 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $36,626,112 across 5 Banks - Diversified names. BMO ranks #4 (1.7% of the industry book) .
All Filings in BMO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,353 | 3,590 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $481,539 | 3,558 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $461,792 | 3,558 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $463,429 | 3,558 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $393,621 | 3,558 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $339,824 | 3,558 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $345,303 | 3,558 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $320,931 | 3,558 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $298,338 | 3,558 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $347,545 | 3,558 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $352,028 | 3,558 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $310,059 | 3,675 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||