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Montecito Bank & Trust: JPIE position timeline

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

Montecito Bank & Trust held 95,261 JPIE 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 95,261 shares
    Change vs previous 13F +1,002 shares

    0.65% of the 13F portfolio, value $4,276,267.

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

  2. period ended2026-06-30
    13F 94,259 shares
    Change vs previous 13F +3,216 shares

    0.65% of the 13F portfolio, value $4,340,627.

    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 91,043 shares
    Change vs previous 13F +20,570 shares

    0.69% of the 13F portfolio, value $4,194,351.

    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 70,473 shares
    Change vs previous 13F +10,960 shares

    0.52% of the 13F portfolio, value $3,262,196.

    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 59,513 shares
    Change vs previous 13F +36,414 shares

    0.43% of the 13F portfolio, value $2,761,998.

    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 23,099 shares
    Change vs previous 13F +6,570 shares

    0.19% of the 13F portfolio, value $1,064,171.

    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 16,529 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $754,053.

    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).