Columbia Asset Management J P Morgan Exchange Traded Fd Transaction History

Columbia Asset Management

  • $574 Million
  • Q3 2024

A detailed history of Columbia Asset Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Columbia Asset Management holds 13,739 shares of JEPI stock, worth $799,609. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,739
Previous 13,739 -0.0%
Holding current value
$799,609
Previous $779,000 5.01%
% of portfolio
0.14%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$55.45 - $57.39 $429,127 - $444,141
7,739 Added 128.98%
13,739 $779,000
Q4 2023

Feb 09, 2024
BUY
$51.51 - $55.33 $51,510 - $55,330
1,000 Added 20.0%
6,000 $330,000
Q2 2023

Aug 14, 2023
BUY
$53.85 - $55.4 $269,250 - $277,000
5,000 New
5,000 $277,000

Others Institutions Holding JEPI

# of Institutions
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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