Mechanics Bank Trust Department JEPI Holdings History
Mechanics Bank Trust Department's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Mechanics Bank Trust Department held 296,941.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $16.88 Mil. This investment constitutes 2.42% of their stock portfolio, and Mechanics Bank Trust Department now holds 0.04% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q2. And since then Mechanics Bank Trust Department has made 10 purchases of JEPI, at an average price of $55.56, for a total of 336,755.00 shares. In addition, there have been 2 sales at an average price of $55.78 for 39,814.00 shares. Based on historical transaction data and JEPI's current price of $57.23, Mechanics Bank Trust Department's estimated gain on his JEPI holdings is $504,033.25, reflecting a 2.69% gain to date.
Mechanics Bank Trust Department JEPI ($57.23) Holding Chart
Mechanics Bank Trust Department JEPI ($57.23) 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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