CAMBRIDGE TRUST CO JEPI Holdings History

Number of Shares
580,914.00
Current Holdings Value*
$33.61 Mil
% of Portfolio
1.27%
Total Estimate Gain
$2.01 Mil
% of Total Estimate Gain
4.63%

CAMBRIDGE TRUST CO's JPMorgan Equity Premium Income ETF Holding Summary

As of 2024-03-31, CAMBRIDGE TRUST CO held 580,914.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $33.61 Mil. This investment constitutes 1.27% of their stock portfolio, and CAMBRIDGE TRUST CO now holds -% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.

The initial trade took place in 2021Q3. And since then CAMBRIDGE TRUST CO has made 8 purchases of JEPI, at an average price of $54.41, for a total of 799,395.00 shares. In addition, there have been 3 sales at an average price of $56.33 for 218,481.00 shares. Based on historical transaction data and JEPI's current price of $57.15, CAMBRIDGE TRUST CO's estimated gain on his JEPI holdings is $2.01 Mil, reflecting a 4.63% gain to date.

CAMBRIDGE TRUST CO JEPI ($57.15) Holding Chart

CAMBRIDGE TRUST CO JEPI ($57.15) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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