Montis Financial, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1844314 WALTHAM, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,166,924

+$222,233 QoQ

Shares Held

6,620

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#2,899

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Montis Financial, LLC holds $3,113,370 across 3 Banks - Diversified names. JPM ranks #1 (69.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,620	$2,166,924
2	BAC	Bank Of America Corp /De/	12,432	$708,375
3	C	Citigroup Inc	1,701	$238,071

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,166,924	6,620	+0.1%	Shares	Sole	2026-08-06
2026-03-31	$1,944,691	6,611	+0.5%	Shares	Sole	2026-05-11
2025-12-31	$2,119,240	6,577	+7.7%	Shares	Sole	2026-02-11
2025-09-30	$1,926,646	6,108	+88.9%	Shares	Sole	2025-10-28
2025-06-30	$937,279	3,233	-7.0%	Shares	Sole	2025-07-17
2025-03-31	$853,153	3,478	-2.6%	Shares	Sole	2025-05-02
2024-12-31	$855,764	3,570	+25.1%	Shares	Sole	2025-02-10
2024-09-30	$601,794	2,854	+12.9%	Shares	Sole	2024-10-10
2024-06-30	$511,515	2,529	-0.0%	Shares	Sole	2024-08-07
2024-03-31	$506,759	2,530	+0.2%	Shares	Sole	2024-04-16
2023-12-31	$429,502	2,525	-4.0%	Shares	Sole	2024-02-06
2023-09-30	$381,257	2,629	-22.7%	Shares	Sole	2023-10-31
2023-06-30	$494,496	3,400	-4.1%	Shares	Sole	2023-07-31
2023-03-31	$461,948	3,545	-1.5%	Shares	Sole	2023-05-11
2022-12-31	$482,491	3,598	-0.6%	Shares	Sole	2023-02-02
2022-09-30	$378,394	3,621	+1.6%	Shares	Sole	2022-10-25
2022-06-30	$401,342	3,564	-3.4%	Shares	Sole	2022-07-27
2022-03-31	$503,157	3,691	-30.3%	Shares	Sole	2022-05-02
2021-12-31	$838,621	5,296	+43.9%	Shares	Sole	2022-01-24
2021-09-30	$602,542	3,681	+1.3%	Shares	Sole	2021-10-26
2021-06-30	$565,387	3,635	-1.0%	Shares	Sole	2021-07-26
2021-03-31	$558,684	3,670	-18.7%	Shares	Sole	2021-05-04
2020-12-31	$573,848	4,516	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.