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Jp Morgan Chase & Co p shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of Jp Morgan Chase & Co p shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in Jp Morgan Chase & Co p

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All positions including Jp Morgan Chase & Co p held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jp Morgan Chase & Co p by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $350k 350k 1.00
2023-12-31 $349k 350k 1.00
2023-09-30 $350k 350k 1.00
2023-06-30 $351k 350k 1.00
2023-03-31 $352k 350k 1.00
2022-12-31 $249k 250k 1.00
2022-09-30 $248k 250k 0.99
2022-06-30 $250k 250k 1.00
2022-03-31 $260k 250k 1.04
2021-12-31 $270k 250k 1.08
2021-09-30 $275k 250k 1.10
2021-06-30 $275k 250k 1.10
2021-03-31 $275k 250k 1.10
2020-12-31 $280k 250k 1.12
2020-09-30 $270k 250k 1.08
2020-06-30 $270k 250k 1.08
2020-03-31 $261k 250k 1.04

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iShares Russell 1000 Value Index (IWD)
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Ishares Msci Usa Quality Facto invalid (QUAL)
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Coca-Cola Company (KO)

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Top funds holding Jp Morgan Chase & Co p

Montecito Bank & Trust

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