Legacy Private Trust Co. JEPI Holdings History
Legacy Private Trust Co.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Legacy Private Trust Co. held 85,014.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $4.83 Mil. This investment constitutes 0.31% of their stock portfolio, and Legacy Private Trust Co. now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q4. And since then Legacy Private Trust Co. has made 8 purchases of JEPI, at an average price of $54.36, for a total of 148,584.00 shares. In addition, there have been 3 sales at an average price of $56.11 for 63,570.00 shares. Based on historical transaction data and JEPI's current price of $57.02, Legacy Private Trust Co.'s estimated gain on his JEPI holdings is $337,780.96, reflecting a 4.18% gain to date.
Legacy Private Trust Co. JEPI ($57.02) Holding Chart
Legacy Private Trust Co. JEPI ($57.02) 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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