Montecito Bank & Trust J P Morgan Exchange Traded Fd Transaction History

Montecito Bank & Trust

$573 Million
Q4 2024

A detailed history of Montecito Bank & Trust transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Montecito Bank & Trust holds 16,529 shares of JPIE stock, worth $760,499. This represents 0.13% of its overall portfolio holdings.

Number of Shares

16,529

Holding current value

$760,499

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$45.59 - $46.25 $753,557 - $764,466	16,529 New	16,529 $754,000

Others Institutions Holding JPIE

# of Institutions

251

Shares Held

37.5M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

4.93M
Shares

$227 Million
0.02% of portfolio
Heritage Financial Services, LLC

2.45M
Shares

$113 Million
15.27% of portfolio
Savant Capital, LLC

1.92M
Shares

$88.4 Million
0.71% of portfolio
Royal Bank Of Canada Toronto, A6

1.88M
Shares

$86.5 Million
0.02% of portfolio
Sequoia Financial Advisors, LLC

1.64M
Shares

$75.3 Million
0.85% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Montecito Bank & Trust J P Morgan Exchange Traded Fd Transaction History