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Montecito Bank & Trust: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Montecito Bank & Trust on JEPQ, newest first. How the timeline and the estimate are built.

Montecito Bank & Trust held 6,130 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,130 shares
    Change vs previous 13F -20 shares

    0.06% of the 13F portfolio, value $375,524.

    13F-HR 0001422508-26-000004 filed by Montecito Bank & Trust
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,150 shares
    Change vs previous 13F -300 shares

    0.06% of the 13F portfolio, value $377,979.

    13F-HR 0001422508-26-000003 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 6,450 shares
    Change vs previous 13F -20 shares

    0.06% of the 13F portfolio, value $358,104.

    13F-HR 0001422508-26-000002 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 6,470 shares
    Change vs previous 13F -840 shares

    0.06% of the 13F portfolio, value $376,036.

    13F-HR 0001422508-26-000001 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 7,310 shares
    Change vs previous 13F -1,230 shares

    0.07% of the 13F portfolio, value $420,471.

    13F-HR 0001422508-25-000004 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,540 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $442,201.

    13F-HR 0001422508-25-000002 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,540 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $481,485.

    13F-HR 0001422508-25-000001 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).