Fidelity Balanced K6 Fund JPM Holdings History
Fidelity Balanced K6 Fund's JPMorgan Chase & Co Holding Summary
As of 2025-02-28, FIDELITY PURITAN TRUST held 30,980.00 shares of JPMorgan Chase & Co(JPM), totaling $8.20 Mil. This investment constitutes 0.6% of their stock portfolio, and FIDELITY PURITAN TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Fidelity Balanced K6 Fund has made 7 purchases of JPM, at an average price of $143.15, for a total of 129,834.00 shares. In addition, there have been 7 sales at an average price of $200.96 for 98,854.00 shares. Based on historical transaction data and JPM's current price of $288.75, Fidelity Balanced K6 Fund's estimated gain on his JPM holdings is $10.22 Mil, reflecting a 55.01% gain to date.
Fidelity Balanced K6 Fund JPM ($288.75) Holding Chart
Fidelity Balanced K6 Fund JPM ($288.75) 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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