Ownership history in Columbus Macro, LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which Columbus Macro, LLC reported a position in J P MORGAN EXCHANGE-TRADED F (JEPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Columbus Macro, LLC underperformed the S&P 500 by β6.1% annually on this JEPI position. Timing score: 60% (9/15 decisions correct). Average cost basis: $52.62. Maximum drawdown during holding period: β11.7%.
β Significantly underperformed the S&P 500 by 6.1% ann.
15 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 15 add/trim decisions correct
Best entry: $40.09 (2022 Q2) Β· Worst: $56.57 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
13 adds Β· 3 trims. Bought during 3 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Columbus Macro, LLC has been actively increasing its JEPI allocation β a bullish signal from insiders.
Currently 1.75% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size