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BMO · JPM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BMOJPM
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BMO
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterBMOJPM
Q3 20203 holders, $266m35 holders, $33.0bn
Q4 20205 holders, $101m32 holders, $45.6bn
Q1 20218 holders, $397m32 holders, $49.9bn
Q2 20216 holders, $266m31 holders, $48.4bn
Q3 20216 holders, $189m31 holders, $48.9bn
Q4 20216 holders, $223m34 holders, $46.1bn
Q1 20226 holders, $295m35 holders, $37.9bn
Q2 20224 holders, $117m37 holders, $30.9bn
Q3 20223 holders, $437m41 holders, $26.8bn
Q4 20225 holders, $773m33 holders, $80.3bn
Q1 20232 holders, $645m34 holders, $33.4bn
Q2 20233 holders, $138m34 holders, $38.7bn
Q3 20233 holders, $194m32 holders, $39.4bn
Q4 20235 holders, $278m30 holders, $45.0bn
Q1 20246 holders, $578m37 holders, $52.6bn
Q2 20246 holders, $342m36 holders, $52.8bn
Q3 20244 holders, $424m29 holders, $50.1bn
Q4 20247 holders, $956m30 holders, $55.8bn
Q1 20255 holders, $722m35 holders, $51.3bn
Q2 20256 holders, $997m38 holders, $59.8bn
Q3 20254 holders, $1.8bn36 holders, $63.3bn
Q4 20255 holders, $1.4bn36 holders, $57.9bn
Q1 20264 holders, $1.4bn39 holders, $51.7bn
Q2 20266 holders, $2.3bn43 holders, $54.6bn
BMO

Bank of Montreal

Holders
4
Reported value
$1.4bn
Buyers
8
Sellers
15

Breadth -7 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
JPM

JPMorgan Chase & Co

Holders
39
Reported value
$51.7bn
Buyers
24
Sellers
20

Breadth +4 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BMO (1)

PDT Partners LLC

Only JPM (36)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, and 11 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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