Montecito Bank & Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.04M | Buy |
28,703
+50
| +0.2% | +$12.3K | 1.25% | 20 |
|
|
2024
Q4 | $6.87M | Sell |
28,653
-103
| -0.4% | -$24.7K | 1.19% | 19 |
|
|
2024
Q3 | $6.06M | Buy |
28,756
+2,102
| +8% | +$443K | 1.03% | 22 |
|
|
2024
Q2 | $5.39M | Buy |
26,654
+44
| +0.2% | +$8.9K | 1.1% | 20 |
|
|
2024
Q1 | $5.33M | Buy |
26,610
+523
| +2% | +$105K | 1.07% | 21 |
|
|
2023
Q4 | $4.44M | Sell |
26,087
-1,563
| -6% | -$266K | 0.95% | 25 |
|
|
2023
Q3 | $4.01M | Sell |
27,650
-223
| -0.8% | -$32.3K | 0.94% | 27 |
|
|
2023
Q2 | $4.05M | Sell |
27,873
-321
| -1% | -$46.7K | 0.92% | 26 |
|
|
2023
Q1 | $3.67M | Sell |
28,194
-910
| -3% | -$119K | 0.88% | 27 |
|
|
2022
Q4 | $3.9M | Sell |
29,104
-792
| -3% | -$106K | 0.95% | 26 |
|
|
2022
Q3 | $3.12M | Sell |
29,896
-4,738
| -14% | -$495K | 0.81% | 29 |
|
|
2022
Q2 | $3.9M | Sell |
34,634
-3,812
| -10% | -$429K | 0.93% | 27 |
|
|
2022
Q1 | $5.24M | Sell |
38,446
-195
| -0.5% | -$26.6K | 0.98% | 28 |
|
|
2021
Q4 | $6.12M | Buy |
38,641
+449
| +1% | +$71.1K | 1.09% | 24 |
|
|
2021
Q3 | $6.25M | Buy |
38,192
+305
| +0.8% | +$49.9K | 1.21% | 21 |
|
|
2021
Q2 | $5.89M | Buy |
37,887
+357
| +1% | +$55.5K | 1.13% | 24 |
|
|
2021
Q1 | $5.71M | Sell |
37,530
-107
| -0.3% | -$16.3K | 1.18% | 23 |
|
|
2020
Q4 | $4.78M | Buy |
37,637
+1,159
| +3% | +$147K | 1.05% | 24 |
|
|
2020
Q3 | $3.51M | Buy |
36,478
+5,169
| +17% | +$498K | 0.89% | 27 |
|
|
2020
Q2 | $2.95M | Sell |
31,309
-1,602
| -5% | -$151K | 0.81% | 30 |
|
|
2020
Q1 | $2.96M | Buy |
32,911
+3,401
| +12% | +$306K | 0.97% | 28 |
|
|
2019
Q4 | $4.11M | Buy |
29,510
+582
| +2% | +$81.1K | 1.1% | 20 |
|
|
2019
Q3 | $3.4M | Buy |
28,928
+1,071
| +4% | +$126K | 1.01% | 22 |
|
|
2019
Q2 | $3.11M | Sell |
27,857
-322
| -1% | -$36K | 0.94% | 21 |
|
|
2019
Q1 | $2.85M | Sell |
28,179
-738
| -3% | -$74.7K | 0.87% | 22 |
|
|
2018
Q4 | $2.82M | Sell |
28,917
-49
| -0.2% | -$4.78K | 0.98% | 21 |
|
|
2018
Q3 | $3.27M | Buy |
28,966
+7,497
| +35% | +$846K | 0.98% | 24 |
|
|
2018
Q2 | $2.24M | Buy |
21,469
+3,181
| +17% | +$331K | 0.72% | 26 |
|
|
2018
Q1 | $2.01M | Buy |
18,288
+2,342
| +15% | +$258K | 0.66% | 32 |
|
|
2017
Q4 | $1.71M | Buy |
15,946
+629
| +4% | +$67.3K | 0.55% | 32 |
|
|
2017
Q3 | $1.46M | Sell |
15,317
-113
| -0.7% | -$10.8K | 0.51% | 33 |
|
|
2017
Q2 | $1.41M | Sell |
15,430
-2,443
| -14% | -$223K | 0.51% | 35 |
|
|
2017
Q1 | $1.57M | Buy |
17,873
+1,988
| +13% | +$175K | 0.57% | 36 |
|
|
2016
Q4 | $1.37M | Buy |
15,885
+1,288
| +9% | +$111K | 0.48% | 49 |
|
|
2016
Q3 | $972K | Buy |
14,597
+1,412
| +11% | +$94K | 0.4% | 64 |
|
|
2016
Q2 | $820K | Buy |
13,185
+1,106
| +9% | +$68.8K | 0.35% | 66 |
|
|
2016
Q1 | $715K | Sell |
12,079
-685
| -5% | -$40.5K | 0.32% | 59 |
|
|
2015
Q4 | $843K | Buy |
12,764
+2,471
| +24% | +$163K | 0.4% | 53 |
|
|
2015
Q3 | $628K | Buy |
10,293
+3,020
| +42% | +$184K | 0.35% | 59 |
|
|
2015
Q2 | $441K | Hold |
7,273
| – | – | 0.22% | 95 |
|
|
2015
Q1 | $441K | Buy |
7,273
+336
| +5% | +$20.4K | 0.22% | 95 |
|
|
2014
Q4 | $434K | Buy |
6,937
+2,274
| +49% | +$142K | 0.23% | 92 |
|
|
2014
Q3 | $281K | Sell |
4,663
-248
| -5% | -$14.9K | 0.17% | 115 |
|
|
2014
Q2 | $283K | Buy |
4,911
+296
| +6% | +$17.1K | 0.17% | 113 |
|
|
2014
Q1 | $280K | Buy |
4,615
+834
| +22% | +$50.6K | 0.18% | 107 |
|
|
2013
Q4 | $221K | Buy |
+3,781
| New | +$221K | 0.14% | 124 |
|