Skip to main content
Equibles

BANK OF MONTREAL /CAN/

Bank

Position in JPM — Jpmorgan Chase & Co

CIK 927971 TORONTO, A6
Back to JPM Full portfolio

Position in JPM

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$1,634,270,003
-$244,768,489 QoQ
Shares Held
5,555,718
-4.7% QoQ
Ownership
0.207%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 92.76595752340202.ToString("F0")% Shared 2.9223225512886004.ToString("F0")% None 4.311719925309384.ToString("F0")%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$7,795,240
PutShares
26,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $32,669,481,366 across 18 Banks - Diversified names. JPM ranks #6 (5.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RY
Royal Bank Of Canada
 62,158,399 $10,055,985,785
2 TD
Toronto Dominion Bank
 75,336,464 $7,029,645,452
3 BNS
Bank Of Nova Scotia
 56,069,406 $3,886,170,526
4 CM
Canadian Imperial Bank Of Commerce /Can/
 40,932,860 $3,878,388,483
5 BMO
Bank Of Montreal /Can/
 27,997,338 $3,789,159,721
6 JPM
Jpmorgan Chase & Co
This page 		5,555,718 $1,634,270,003
7 BAC
Bank Of America Corp /De/
 20,608,338 $1,004,656,476
8 C
Citigroup Inc
 6,700,649 $759,920,599

All Filings in JPM

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,634,270,003 5,555,718
2026-03-31 $7,795,240 26,500
2025-12-31 $25,842,044 80,200
2025-12-31 $106,815,930 331,500
2025-12-31 $1,879,038,492 5,831,539
2025-09-30 $96,206,150 305,000
2025-09-30 $1,934,271,009 6,132,172
2025-09-30 $25,297,486 80,200
2025-06-30 $23,250,782 80,200
2025-06-30 $88,422,550 305,000
2025-06-30 $1,660,020,886 5,725,987
2025-03-31 $1,496,274,068 6,099,772
2025-03-31 $74,816,500 305,000
2025-03-31 $21,022,210 85,700
2024-12-31 $1,648,952,859 6,878,949
2024-12-31 $19,224,742 80,200
2024-12-31 $104,609,444 436,400
2024-09-30 $16,910,972 80,200
2024-09-30 $1,756,166,060 8,328,588
2024-09-30 $92,019,304 436,400
2024-06-30 $16,221,252 80,200
2024-06-30 $1,570,463,340 7,764,577
2024-06-30 $173,215,464 856,400
2024-03-31 $14,742,080 73,600
2024-03-31 $35,332,920 176,400
2024-03-31 $1,760,119,222 8,787,415
2023-12-31 $138,767,580 815,800
2023-12-31 $99,032,220 582,200
2023-12-31 $1,293,321,157 7,603,299
2023-09-30 $1,149,830,366 7,928,771
2023-09-30 $102,398,622 706,100
2023-09-30 $72,684,024 501,200
2023-06-30 $77,708,592 534,300
2023-06-30 $1,049,727,161 7,217,596
2023-06-30 $77,257,728 531,200
2023-03-31 $1,085,828,401 8,332,656
2023-03-31 $86,160,972 661,200
2023-03-31 $84,558,159 648,900
2022-12-31 $29,890,890 222,900
2022-12-31 $1,016,835,642 7,582,667
2022-12-31 $90,504,090 674,900
2022-09-30 $26,720,650 255,700
2022-09-30 $762,937,151 7,300,834
2022-09-30 $54,172,800 518,400
2022-06-30 $36,553,206 324,600
2022-06-30 $805,599,775 7,153,892
2022-06-30 $29,976,782 266,200
2022-03-31 $17,244,480 126,500
2022-03-31 $15,840,384 116,200
2022-03-31 $917,672,156 6,731,750

Report a Problem

Category
Description
Email (optional, for follow-up)