Fidelity Advisor Balanced Fund JPM Holdings History
Fidelity Advisor Balanced Fund's JPMorgan Chase & Co Holding Summary
As of 2024-08-31, FIDELITY ADVISOR SERIES I held 361,795.00 shares of JPMorgan Chase & Co(JPM), totaling $81.33 Mil. This investment constitutes 1.43% of their stock portfolio, and FIDELITY ADVISOR SERIES I now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q3. And since then Fidelity Advisor Balanced Fund has made 10 purchases of JPM, at an average price of $131.01, for a total of 584,349.00 shares. In addition, there have been 6 sales at an average price of $163.95 for 222,554.00 shares. Based on historical transaction data and JPM's current price of $291.27, Fidelity Advisor Balanced Fund's estimated gain on his JPM holdings is $65.32 Mil, reflecting a 85.32% gain to date.
Fidelity Advisor Balanced Fund JPM ($291.27) Holding Chart
Fidelity Advisor Balanced Fund JPM ($291.27) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
