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Montecito Bank & Trust → JPM-PM
Montecito Bank & Trust JPM-PM Position History
JPM-PM
Quarters held
40
Latest value
$376K
Q3 2026
Peak value
$7.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $50K |
| Q3 2025 | $1.6M |
| Q3 2025 | $1.7M |
| Q3 2025 | $7.3M |
| Q3 2025 | $234K |
| Q3 2025 | $2.5M |
| Q3 2025 | $561K |
| Q3 2025 | $420K |
| Q4 2025 | $50K |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.8M |
| Q4 2025 | $6.7M |
| Q4 2025 | $284K |
| Q4 2025 | $3M |
| Q4 2025 | $326K |
| Q4 2025 | $376K |
| Q1 2026 | $50K |
| Q1 2026 | $1.6M |
| Q1 2026 | $1.6M |
| Q1 2026 | $6M |
| Q1 2026 | $283K |
| Q1 2026 | $3.9M |
| Q1 2026 | $324K |
| Q1 2026 | $358K |
| Q2 2026 | $50K |
| Q2 2026 | $2M |
| Q2 2026 | $6.7M |
| Q2 2026 | $1.8M |
| Q2 2026 | $4M |
| Q2 2026 | $303K |
| Q2 2026 | $354K |
| Q2 2026 | $378K |
| Q3 2026 | $2M |
| Q3 2026 | $50K |
| Q3 2026 | $7M |
| Q3 2026 | $1.5M |
| Q3 2026 | $4M |
| Q3 2026 | $295K |
| Q3 2026 | $580K |
| Q3 2026 | $376K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $376K | 6.1K | — | — |
| Q3 2026 | $580K | 11.5K | — | — |
| Q3 2026 | $295K | 6.6K | — | — |
| Q3 2026 | $4M | 88.7K | — | — |
| Q3 2026 | $1.5M | 4.6K | — | — |
| Q3 2026 | $7M | 21.1K | — | — |
| Q3 2026 | $50K | 2.2K | — | — |
| Q3 2026 | $2M | 87.9K | — | — |
| Q2 2026 | $378K | 6.2K | — | — |
| Q2 2026 | $354K | 7.0K | — | — |
| Q2 2026 | $303K | 6.6K | — | — |
| Q2 2026 | $4M | 87.7K | — | — |
| Q2 2026 | $1.8M | 5.4K | — | — |
| Q2 2026 | $6.7M | 20.4K | — | — |
| Q2 2026 | $2M | 87.9K | — | — |
| Q2 2026 | $50K | 2.2K | — | — |
| Q1 2026 | $358K | 6.5K | — | — |
| Q1 2026 | $324K | 6.4K | — | — |
| Q1 2026 | $3.9M | 84.9K | — | — |
| Q1 2026 | $283K | 6.1K | — | — |
| Q1 2026 | $6M | 20.3K | — | — |
| Q1 2026 | $1.6M | 5.4K | — | — |
| Q1 2026 | $1.6M | 69.6K | — | — |
| Q1 2026 | $50K | 2.2K | — | — |
| Q4 2025 | $376K | 6.5K | — | — |
| Q4 2025 | $326K | 6.5K | — | — |
| Q4 2025 | $3M | 64.3K | — | — |
| Q4 2025 | $284K | 6.1K | — | — |
| Q4 2025 | $6.7M | 20.7K | — | — |
| Q4 2025 | $1.8M | 5.5K | — | — |
| Q4 2025 | $1.6M | 71.0K | — | — |
| Q4 2025 | $50K | 2.2K | — | — |
| Q3 2025 | $420K | 7.3K | — | — |
| Q3 2025 | $561K | 11.1K | — | — |
| Q3 2025 | $2.5M | 54.5K | — | — |
| Q3 2025 | $234K | 5.0K | — | — |
| Q3 2025 | $7.3M | 23.1K | — | — |
| Q3 2025 | $1.7M | 5.4K | — | — |
| Q3 2025 | $1.6M | 68.0K | — | — |
| Q3 2025 | $50K | 2.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B