MBT
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Montecito Bank & Trust’s JPMorgan Chase JPM Stock Holding History

Montecito Bank & Trust’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.47M Buy
25,861
+161
+0.6% +$50K 1.27% 18
2026
Q1 		$7.56M Sell
25,700
-508
-2% -$154K 1.24% 20
2025
Q4 		$8.44M Sell
26,208
-2,278
-8% -$705K 1.35% 17
2025
Q3 		$8.99M Buy
+28,486
New +$8.47M 1.4% 15
2025
Q1 		$7.04M Buy
28,703
+50
+0.2% +$12.7K 1.25% 20
2024
Q4 		$6.87M Sell
28,653
-103
-0.4% -$24K 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% +$8.6K 1.1% 20
2024
Q1 		$5.33M Buy
26,610
+523
+2% +$94.4K 1.07% 21
2023
Q4 		$4.44M Sell
26,087
-1,563
-6% -$237K 0.95% 25
2023
Q3 		$4.01M Sell
27,650
-223
-0.8% -$33.4K 0.94% 27
2023
Q2 		$4.05M Sell
27,873
-321
-1% -$44.1K 0.92% 26
2023
Q1 		$3.67M Sell
28,194
-910
-3% -$125K 0.88% 27
2022
Q4 		$3.9M Sell
29,104
-792
-3% -$100K 0.95% 26
2022
Q3 		$3.12M Sell
29,896
-4,738
-14% -$544K 0.81% 29
2022
Q2 		$3.9M Sell
34,634
-3,812
-10% -$472K 0.93% 27
2022
Q1 		$5.24M Sell
38,446
-195
-0.5% -$28.8K 0.98% 28
2021
Q4 		$6.12M Buy
38,641
+449
+1% +$73.7K 1.09% 24
2021
Q3 		$6.25M Buy
38,192
+305
+0.8% +$47.8K 1.21% 21
2021
Q2 		$5.89M Buy
37,887
+357
+1% +$56.1K 1.13% 24
2021
Q1 		$5.71M Sell
37,530
-107
-0.3% -$15.4K 1.18% 23
2020
Q4 		$4.78M Buy
37,637
+1,159
+3% +$130K 1.05% 24
2020
Q3 		$3.51M Buy
36,478
+5,169
+17% +$508K 0.89% 27
2020
Q2 		$2.94M Sell
31,309
-1,602
-5% -$152K 0.81% 30
2020
Q1 		$2.96M Buy
32,911
+3,401
+12% +$413K 0.97% 28
2019
Q4 		$4.11M Buy
29,510
+582
+2% +$74.6K 1.1% 20
2019
Q3 		$3.4M Buy
28,928
+1,071
+4% +$121K 1.01% 22
2019
Q2 		$3.11M Sell
27,857
-322
-1% -$35.5K 0.94% 21
2019
Q1 		$2.85M Sell
28,179
-738
-3% -$76K 0.87% 22
2018
Q4 		$2.82M Sell
28,917
-49
-0.2% -$5.22K 0.98% 21
2018
Q3 		$3.27M Buy
28,966
+7,497
+35% +$851K 0.98% 24
2018
Q2 		$2.24M Buy
21,469
+3,181
+17% +$349K 0.72% 26
2018
Q1 		$2.01M Buy
18,288
+2,342
+15% +$265K 0.66% 32
2017
Q4 		$1.71M Buy
15,946
+629
+4% +$63.7K 0.55% 32
2017
Q3 		$1.46M Sell
15,317
-113
-0.7% -$10.4K 0.51% 33
2017
Q2 		$1.41M Sell
15,430
-2,443
-14% -$211K 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% +$98.2K 0.48% 49
2016
Q3 		$972K Buy
14,597
+1,412
+11% +$92.1K 0.4% 64
2016
Q2 		$820K Buy
13,185
+1,106
+9% +$69.1K 0.35% 66
2016
Q1 		$715K Sell
12,079
-685
-5% -$40K 0.32% 59
2015
Q4 		$843K Buy
12,764
+2,471
+24% +$161K 0.4% 53
2015
Q3 		$628K Buy
10,293
+3,020
+42% +$198K 0.35% 59
2015
Q2 		$441K Hold
7,273
– – 0.22% 95
2015
Q1 		$441K Buy
7,273
+336
+5% +$19.9K 0.22% 95
2014
Q4 		$434K Buy
6,937
+2,274
+49% +$137K 0.23% 92
2014
Q3 		$281K Sell
4,663
-248
-5% -$14.5K 0.17% 115
2014
Q2 		$283K Buy
4,911
+296
+6% +$16.6K 0.17% 113
2014
Q1 		$280K Buy
4,615
+834
+22% +$48.2K 0.18% 107
2013
Q4 		$221K Buy
+3,781
New +$207K 0.14% 124

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Montecito Bank & Trust increased its JPMorgan Chase (JPM) stake by 0.63% in Q2 2026, buying an estimated $50K and bringing the position to 25,861 shares worth $8.47M. The position accounts for 1.27% of the portfolio, ranked #18.

Montecito Bank & Trust first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.99M in Q3 2025. 1,042 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Montecito Bank & Trust held 25,861 shares of JPMorgan Chase worth $8.47M as of Q2 2026.
  • Montecito Bank & Trust bought 161 JPMorgan Chase shares in Q2 2026, an estimated $50K.
  • JPMorgan Chase made up 1.27% of Montecito Bank & Trust's portfolio in Q2 2026, its #18 holding.
  • Montecito Bank & Trust first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
  • Montecito Bank & Trust's JPMorgan Chase position peaked at $8.99M in Q3 2025.
  • 1,042 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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