Montrusco Bolton Investments 13F: Cuts JPM Stake by $96M
The investment firm reduced its stake in JPMorgan Chase by over 31% as of the latest 13F filing.
Reviewed by automated data checks against the source filing. How we make and check alerts
Montrusco Bolton Investments sold 289,405 shares from its stake in JPMorgan Chase & Co. ($JPM), a 31.30% decrease, according to a 13F filing with the SEC dated October 13, 2026. It reported 635,233 shares worth $210.15 million at the end of the quarter.
Since the filing, $JPM is up 2.5% to date (from the $331.43 close on Oct 13, 2026).
Find the original: Montrusco Bolton Investments 13F filings on SEC EDGAR
JPM
JPMorgan Chase & Co.
Key Points
- Montrusco Bolton Investments cut its stake in JPMorgan Chase & Co. by 31.3%, selling 289,405 shares to leave 635,233 shares valued at $210.2 million.
- JPMorgan Chase has a market cap of approximately $935.8 billion and a P/E ratio of 15.1, with its stock trading between $279.1 and $366.5 over the past year.
- The company pays an annual dividend of $6.6 per share, yielding 1.89% with a payout ratio of 25.71%.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated JPMorgan Chase & Co. alert may contain errors. Disclosures
Montrusco Bolton Investments reduced its holdings in JPMorgan Chase & Co. (NYSE: JPM) by 31.3%, according to its latest filing with the SEC. The firm sold 289,405 shares, leaving it with 635,233 shares valued at $210.2 million as of the reporting period.
Montrusco Bolton Investments vs. the S&P 500
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What Changed in Montrusco Bolton Investments' JPMorgan Chase Position
Montrusco Bolton cut its stake in JPMorgan Chase by 31.3%, reducing its holdings from 924,638 shares to 635,233 shares. This adjustment reflects a significant reduction of 289,405 shares, bringing the total value of its position to $210.2 million.
JPMorgan Chase & Co. Stock Up 0.9%
As of Friday, JPMorgan Chase & Co. has a market capitalization of about $935.8 billion. The stock's P/E ratio stands at 15.1, and it has a beta of 0.975, indicating moderate volatility compared to the market. Over the past 52 weeks, the stock has traded between $279.1 and $366.5. Its 50-day moving average is $353.51, while the 200-day moving average is $320.76.
Recent Earnings
JPMorgan Chase reported revenue of $186.3 billion, with a revenue growth rate of 30.4%. The company's net margin is 34.9%, and it achieved a return on equity (ROE) of 17.8%. The next earnings report is scheduled for October 13, 2026.
Dividend
JPMorgan Chase & Co. offers an annual dividend rate of $6.6 per share, yielding 1.89%. The dividend payout ratio is 25.71%, reflecting the portion of earnings paid out as dividends to shareholders.
About JPMorgan Chase & Co.
JPMorgan Chase & Co. is a leading global financial services firm headquartered in New York, NY. With over 320,000 employees, the company offers a wide range of financial services, including consumer banking, investment banking, and asset management. It operates across various regions, including North America, Europe, and Asia.
Bottom Line
Montrusco Bolton's decision to cut its stake in JPMorgan Chase & Co. by over 31% is notable, reflecting strategic portfolio adjustments. Investors often track such filings closely, though they represent past positions and may not indicate current holdings. As one of the largest financial institutions, JPMorgan Chase's performance and strategic moves remain under scrutiny in the financial markets.
Related Filing Alerts
Source: Montrusco Bolton Investments's 13F filing on $JPM (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Montrusco Bolton Investments 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts