J P Morgan Exchange-traded F shares owned by Columbia Advisory Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Columbia Advisory Partners
from 13F filings
Historical chart of Columbia Advisory Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Columbia Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $825k | 15k | 57.10 |
| 2025-06-30 | $667k | 12k | 56.85 |
| 2025-03-31 | $423k | 7.4k | 57.14 |
| 2024-12-31 | $374k | 6.5k | 57.53 |
| 2024-09-30 | $384k | 6.4k | 59.51 |
| 2024-03-31 | $265k | 4.6k | 57.86 |
| 2023-12-31 | $552k | 10k | 54.98 |
| 2023-09-30 | $602k | 11k | 53.56 |
| 2023-06-30 | $572k | 10k | 55.33 |
| 2023-03-31 | $517k | 9.5k | 54.60 |
| 2022-12-31 | $280k | 5.1k | 54.49 |
| 2022-09-30 | $247k | 4.8k | 51.23 |
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