Montecito Bank & Trust J P Morgan ETF Tr Nasdaq Equit Transaction History

Montecito Bank & Trust

  • $617 Million
  • Q4 2025

A detailed history of Montecito Bank & Trust transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Montecito Bank & Trust holds 6,470 shares of JEPQ stock, worth $374,095. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,470
Previous 7,310 11.49%
Holding current value
$374,095
Previous $420,000 10.95%
% of portfolio
0.06%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$56.33 - $59.22 $47,317 - $49,744
-840 Reduced 11.49%
6,470 $374,000
Q3 2025

Oct 07, 2025
SELL
$53.81 - $57.52 $66,186 - $70,749
-1,230 Reduced 14.4%
7,310 $420,000
Q3 2024

Oct 31, 2024
BUY
$49.7 - $56.11 $82,502 - $93,142
1,660 Added 24.13%
8,540 $469,000
Q2 2024

Jul 17, 2024
SELL
$50.84 - $55.56 $101,680 - $111,120
-2,000 Reduced 22.52%
6,880 $381,000
Q1 2024

Apr 09, 2024
BUY
$49.02 - $54.29 $3,431 - $3,800
70 Added 0.79%
8,880 $481,000
Q4 2023

Jan 05, 2024
BUY
$45.1 - $50.32 $33,825 - $37,740
750 Added 9.31%
8,810 $439,000
Q3 2023

Oct 16, 2023
BUY
$46.47 - $49.43 $374,548 - $398,405
8,060 New
8,060 $378,000

Others Institutions Holding JEPQ

# of Institutions
916
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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