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J P Morgan Exchange-traded F shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JPIE) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 60k 46.41
2025-03-31 $1.1M 23k 46.07
2024-12-31 $754k 17k 45.62

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Ishares Core S&p 500 Etf Equities (IVV)
Vanguard Intermediate-term Bond Fixed Income (BIV)
Ishares Core U.s. Aggregate Bon Fixed Income (AGG)
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Ishares Core S&p Mid-cap Etf Equities (IJH)
Ishares U.s. Treasury Bond Etf Fixed Income (GOVT)
Ishares Core Msci Eafe Etf Equities (IEFA)
Ishares Msci Usa Quality Factor Equities (QUAL)
Ishares Russell 1000 Value Etf Equities (IWD)
Jpmorgan Chase & Co Equities (JPM)

View all positions for Montecito Bank & Trust

Top funds holding J P Morgan Exchange-traded F

Jpmorgan Chase & Co
Sequoia Financial Advisors
Morgan Stanley
Savant Capital Management
Wells Fargo & Company
Envestnet Asset Management
Heritage Financial Services
Royal Bank of Canada
Warren Averett Asset Management
Advisor Group Holdings
Janney Montgomery Scott
Cary Street Partners Financial
Syntegra Private Wealth Group
D'Orazio & Associates
Hilton Capital Management

View all funds holding J P Morgan Exchange-traded F