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Disclosery

Montecito Bank & Trust: JPM position timeline

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

Montecito Bank & Trust held 25,796 JPM 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 25,796 shares
    Change vs previous 13F -65 shares

    1.29% of the 13F portfolio, value $8,534,091.

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

  2. period ended2026-06-30
    13F 25,861 shares
    Change vs previous 13F +161 shares

    1.27% of the 13F portfolio, value $8,465,081.

    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 25,700 shares
    Change vs previous 13F -508 shares

    1.24% of the 13F portfolio, value $7,559,912.

    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 26,208 shares
    Change vs previous 13F -2,278 shares

    1.35% of the 13F portfolio, value $8,444,742.

    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 28,486 shares
    Change vs previous 13F -217 shares

    1.4% of the 13F portfolio, value $8,985,339.

    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 28,703 shares
    Change vs previous 13F +50 shares

    1.25% of the 13F portfolio, value $7,040,846.

    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 28,653 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $6,868,411.

    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).