Montecito Bank & Trust

Bank

Position in JPM — Jpmorgan Chase & Co

CIK 1422508 SANTA BARBARA, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$8,465,080

+$905,169 QoQ

Shares Held

25,861

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.95%

of 13F equity value

Holder Rank

#1,613

of 5,056 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Financial Services · as of Jun 30, 2026

Montecito Bank & Trust holds $10,467,450 across 4 Banks - Diversified names. JPM ranks #1 (80.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	25,861	$8,465,080
2	C	Citigroup Inc	6,155	$861,453
3	WFC	Wells Fargo & Company/Mn	10,237	$845,985
4	RY	Royal Bank Of Canada	1,425	$294,932

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,465,080	25,861	+0.6%	Shares	Sole	2026-07-16
2026-03-31	$7,559,911	25,700	-1.9%	Shares	Defined	2026-04-16
2025-12-31	$8,444,741	26,208	-8.0%	Shares	Defined	2026-01-09
2025-09-30	$8,985,338	28,486	-0.8%	Shares	Defined	2025-10-07
2025-03-31	$7,040,845	28,703	+0.2%	Shares	Defined	2025-04-17
2024-12-31	$6,868,410	28,653	-0.4%	Shares	Defined	2025-01-21
2024-09-30	$6,063,489	28,756	+7.9%	Shares	Defined	2024-10-31
2024-06-30	$5,391,037	26,654	+0.2%	Shares	Sole	2024-07-17
2024-03-31	$5,329,982	26,610	+2.0%	Shares	Sole	2024-04-09
2023-12-31	$4,437,398	26,087	-5.7%	Shares	Sole	2024-01-05
2023-09-30	$4,009,802	27,650	-0.8%	Shares	Sole	2023-10-16
2023-06-30	$4,053,848	27,873	-1.1%	Shares	Sole	2023-07-25
2023-03-31	$3,673,959	28,194	-3.1%	Shares	Sole	2023-04-25
2022-12-31	$3,902,846	29,104	-2.6%	Shares	Sole	2023-01-20
2022-09-30	$3,124,131	29,896	-13.7%	Shares	Sole	2022-10-14
2022-06-30	$3,900,134	34,634	-9.9%	Shares	Sole	2022-08-01
2022-03-31	$5,240,958	38,446	-0.5%	Shares	Sole	2022-04-22
2021-12-31	$6,118,801	38,641	+1.2%	Shares	Sole	2022-01-25
2021-09-30	$6,251,647	38,192	+0.8%	Shares	Sole	2021-10-28
2021-06-30	$5,892,943	37,887	+1.0%	Shares	Sole	2021-07-08
2021-03-31	$5,713,191	37,530	-0.3%	Shares	Sole	2021-04-26
2020-12-31	$4,782,533	37,637	+3.2%	Shares	Sole	2021-01-28
2020-09-30	$3,511,736	36,478	+16.5%	Shares	Sole	2020-10-27
2020-06-30	$2,944,924	31,309	-4.9%	Shares	Sole	2020-07-17
2020-03-31	$2,962,977	32,911	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.