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Disclosery

Columbia Asset Management: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Columbia Asset Management on JEPI, newest first. How the timeline and the estimate are built.

Columbia Asset Management held 6,894 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,894 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $389,373.

    13F-HR 0002085853-26-000792 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,894 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $390,752.

    13F-HR 0002085853-26-000430 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,894 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $394,613.

    13F-HR 0002085853-26-000122 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,894 shares
    Change vs previous 13F -6,740 shares

    0.07% of the 13F portfolio, value $393,647.

    13F-HR 0002085853-25-000221 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,634 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $775,093.

    13F-HR 0001667731-25-000872 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,634 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $779,047.

    13F-HR 0001667731-25-000412 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,634 shares
    Change vs previous 13F -105 shares

    0.15% of the 13F portfolio, value $784,364.

    13F-HR 0001667731-25-000251 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,739 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $818,000.

    13F-HR 0001585047-24-000004 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).