Columbia Advisory Partners LLC J P Morgan Exchange Traded Fd Transaction History

Columbia Advisory Partners LLC

  • $100 Million
  • Q1 2025

A detailed history of Columbia Advisory Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 7,395 shares of JEPI stock, worth $414,785. This represents 0.42% of its overall portfolio holdings.

Number of Shares
7,395
Previous 6,493 13.89%
Holding current value
$414,785
Previous $373,000 12.33%
% of portfolio
0.42%
Previous 0.41%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$56.17 - $59.71 $50,665 - $53,858
902 Added 13.89%
7,395 $419,000
Q4 2024

Jan 13, 2025
BUY
$57.53 - $60.83 $2,646 - $2,798
46 Added 0.71%
6,493 $373,000
Q3 2024

Oct 18, 2024
BUY
$54.98 - $59.51 $354,456 - $383,660
6,447 New
6,447 $383,000
Q1 2024

Apr 12, 2024
SELL
$54.75 - $57.86 $298,880 - $315,857
-5,459 Reduced 54.36%
4,583 $265,000
Q4 2023

Jan 09, 2024
SELL
$51.51 - $55.33 $62,069 - $66,672
-1,205 Reduced 10.71%
10,042 $552,000
Q3 2023

Oct 16, 2023
BUY
$53.5 - $55.92 $48,364 - $50,551
904 Added 8.74%
11,247 $602,000
Q2 2023

Aug 02, 2023
BUY
$53.85 - $55.4 $47,064 - $48,419
874 Added 9.23%
10,343 $572,000
Q1 2023

May 09, 2023
BUY
$52.13 - $55.7 $226,087 - $241,570
4,337 Added 84.51%
9,469 $517,000
Q4 2022

Jan 27, 2023
BUY
$50.88 - $56.78 $15,823 - $17,658
311 Added 6.45%
5,132 $279,000
Q3 2022

Nov 07, 2022
BUY
$51.23 - $57.83 $246,979 - $278,798
4,821 New
4,821 $247,000

Others Institutions Holding JEPI

# of Institutions
1,368
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Columbia Advisory Partners LLC Portfolio

Follow Columbia Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Columbia Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Columbia Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email