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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.06M Buy
23,099
+6,570
+40% +$303K 0.19% 125
2024
Q4
$754K Buy
+16,529
New +$754K 0.13% 155