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Montecito Bank & Trust’s JPMorgan Income ETF JPIE Stock Holding History

Montecito Bank & Trust’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.34M Buy
94,259
+3,216
+4% +$148K 0.65% 42
2026
Q1 		$4.19M Buy
91,043
+20,570
+29% +$952K 0.69% 36
2025
Q4 		$3.26M Buy
70,473
+10,960
+18% +$508K 0.52% 44
2025
Q3 		$2.76M Buy
+59,513
New +$2.76M 0.43% 55
2025
Q1 		$1.06M Buy
23,099
+6,570
+40% +$301K 0.19% 125
2024
Q4 		$754K Buy
+16,529
New +$758K 0.13% 155

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Montecito Bank & Trust's JPIE Position: Q2 2026 in Review

Montecito Bank & Trust increased its JPMorgan Income ETF (JPIE) stake by 3.5% in Q2 2026, buying an estimated $148K and bringing the position to 94,259 shares worth $4.34M. The position accounts for 0.65% of the portfolio, ranked #42.

Montecito Bank & Trust first reported a position in JPIE in Q4 2024 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Montecito Bank & Trust held 94,259 shares of JPMorgan Income ETF worth $4.34M as of Q2 2026.
  • Montecito Bank & Trust bought 3,216 JPMorgan Income ETF shares in Q2 2026, an estimated $148K.
  • JPMorgan Income ETF made up 0.65% of Montecito Bank & Trust's portfolio in Q2 2026, its #42 holding.
  • Montecito Bank & Trust first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.