MONTRUSCO BOLTON INVESTMENTS INC.

Position in JPM — Jpmorgan Chase & Co

CIK 1475940 MONTREAL, A8

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$302,661,756

-$63,914,552 QoQ

Shares Held

924,638

-25.8% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

4.69%

of 13F equity value

Holder Rank

#200

of 5,058 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MONTRUSCO BOLTON INVESTMENTS INC. holds $450,515,792 across 5 Banks - Diversified names. JPM ranks #1 (67.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	924,638	$302,661,756
2	RY	Royal Bank Of Canada	252,983	$52,359,891
3	TD	Toronto Dominion Bank	317,741	$38,583,289
4	BMO	Bank Of Montreal /Can/	171,898	$30,374,376
5	BNS	Bank Of Nova Scotia	305,579	$26,536,480

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,661,756	924,638	-25.8%	Shares	Sole	2026-07-21
2026-03-31	$366,576,308	1,246,180	+23.9%	Shares	Sole	2026-04-28
2025-12-31	$323,968,365	1,005,426	-26.6%	Shares	Sole	2026-01-29
2025-09-30	$431,988,955	1,369,524	-20.1%	Shares	Sole	2025-11-12
2025-06-30	$497,214,204	1,715,064	—	Shares	Sole	2025-07-25
No filing history on record for this holder in this stock.