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Disclosery

Columbia Bank: JEPI position timeline

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

Columbia Bank held 33,724 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,724 shares
    Change vs previous 13F +1,600 shares

    0.43% of the 13F portfolio, value $1,904,732.

    13F-HR 0002017259-26-000007 filed by Columbia Bank
    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 32,124 shares
    Change vs previous 13F -391 shares

    0.52% of the 13F portfolio, value $1,820,788.

    13F-HR 0002017259-26-000005 filed by Columbia Bank
    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 32,515 shares
    Change vs previous 13F +9,599 shares

    0.52% of the 13F portfolio, value $1,861,159.

    13F-HR 0002017259-26-000003 filed by Columbia Bank
    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 22,916 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,303,233.

    13F-HR 0002017259-25-000027 filed by Columbia Bank
    Filed (acceptance time not in the bulk data set), ingested

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