VeraBank, N.A. JEPI Holdings History

Number of Shares
162,224.00
Current Holdings Value*
$9.27 Mil
% of Portfolio
2.59%
Total Estimate Gain
$633,405.68
% of Total Estimate Gain
5.86%

VeraBank, N.A.'s JPMorgan Equity Premium Income ETF Holding Summary

As of 2025-03-31, VeraBank, N.A. held 162,224.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $9.27 Mil. This investment constitutes 2.59% of their stock portfolio, and VeraBank, N.A. now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.

The initial trade took place in 2023Q1. And since then VeraBank, N.A. has made 6 purchases of JEPI, at an average price of $54.33, for a total of 198,830.00 shares. In addition, there have been 3 sales at an average price of $58.76 for 36,606.00 shares. Based on historical transaction data and JEPI's current price of $57.23, VeraBank, N.A.'s estimated gain on his JEPI holdings is $633,405.68, reflecting a 5.86% gain to date.

VeraBank, N.A. JEPI ($57.23) Holding Chart

VeraBank, N.A. 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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