Skip to content
Disclosery

Columbia Asset Management: JPM position timeline

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

Columbia Asset Management held 31,797 JPM 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 31,797 shares
    Change vs previous 13F -1,286 shares

    1.81% of the 13F portfolio, value $10,407,995.

    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 33,083 shares
    Change vs previous 13F -579 shares

    1.85% of the 13F portfolio, value $9,731,754.

    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 33,662 shares
    Change vs previous 13F -689 shares

    1.93% of the 13F portfolio, value $10,846,487.

    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 34,351 shares
    Change vs previous 13F -239 shares

    2.03% of the 13F portfolio, value $10,835,433.

    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 34,590 shares
    Change vs previous 13F -955 shares

    1.97% of the 13F portfolio, value $10,027,962.

    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 35,545 shares
    Change vs previous 13F -2,899 shares

    1.77% of the 13F portfolio, value $8,719,238.

    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 38,444 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $9,215,372.

    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).