Montecito Bank & Trust
- SEC CIK
- 0001422508
- Latest filing
- Oct 1, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by Montecito Bank & Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q3 2026 holdings
- Shares (Q3 2026)
- 25,796
- Value
- $8.53M
- % of portfolio
- 1.3%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2026 | 25,796 | $8.53M | 1.3% | −65−0.3% | Reduced | Holders |
| Q2 2026 | 25,861 | $8.47M | 1.3% | +161+0.6% | Added | Holders |
| Q1 2026 | 25,700 | $7.56M | 1.2% | −508−1.9% | Reduced | Holders |
| Q4 2025 | 26,208 | $8.44M | 1.3% | −2,278−8.0% | Reduced | Holders |
| Q3 2025 | 28,486 | $8.99M | 1.4% | – | No prior filing | Holders |
| Q2 2025 | – | – | – | – | Not filed | Holders |
| Q1 2025 | 28,703 | $7.04M | 1.2% | +50+0.2% | Added | Holders |
| Q4 2024 | 28,653 | $6.87M | 1.2% | −103−0.4% | Reduced | Holders |
| Q3 2024 | 28,756 | $6.06M | 1.0% | +2,102+7.9% | Added | Holders |
| Q2 2024 | 26,654 | $5.39M | 1.1% | +44+0.2% | Added | Holders |
| Q1 2024 | 26,610 | $5.33M | 1.1% | +523+2.0% | Added | Holders |
| Q4 2023 | 26,087 | $4.44M | 1.0% | −1,563−5.7% | Reduced | Holders |
| Q3 2023 | 27,650 | $4.01M | 0.9% | −223−0.8% | Reduced | Holders |
| Q2 2023 | 27,873 | $4.05M | 0.9% | −321−1.1% | Reduced | Holders |
| Q1 2023 | 28,194 | $3.67M | 0.9% | −910−3.1% | Reduced | Holders |
| Q4 2022 | 29,104 | $3.90M | 0.9% | −792−2.6% | Reduced | Holders |
| Q3 2022 | 29,896 | $3.12M | 0.8% | −4,738−13.7% | Reduced | Holders |
| Q2 2022 | 34,634 | $3.90M | 0.9% | −3,812−9.9% | Reduced | Holders |
| Q1 2022 | 38,446 | $5.24M | 1.0% | −195−0.5% | Reduced | Holders |
| Q4 2021 | 38,641 | $6.12M | 1.1% | +449+1.2% | Added | Holders |
| Q3 2021 | 38,192 | $6.25M | 1.2% | +305+0.8% | Added | Holders |
| Q2 2021 | 37,887 | $5.89M | 1.1% | +357+1.0% | Added | Holders |
| Q1 2021 | 37,530 | $5.71M | 1.2% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.