Number of Shares
802,024.00
Current Holdings Value*
$196.74 Mil
% of Portfolio
1.93%
Total Estimate Gain
$106.44 Mil
% of Total Estimate Gain
36.13%

Fidelity Series Opportunistic Insights Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, FIDELITY CONTRAFUND held 802,024.00 shares of JPMorgan Chase & Co(JPM), totaling $196.74 Mil. This investment constitutes 1.93% of their stock portfolio, and FIDELITY CONTRAFUND now holds 0.03% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then Fidelity Series Opportunistic Insights Fund has made 11 purchases of JPM, at an average price of $135.81, for a total of 2.17 Mil shares. In addition, there have been 8 sales at an average price of $122.36 for 1.37 Mil shares. Based on historical transaction data and JPM's current price of $291.43, Fidelity Series Opportunistic Insights Fund's estimated gain on his JPM holdings is $106.44 Mil, reflecting a 36.13% gain to date.

Fidelity Series Opportunistic Insights Fund JPM ($291.43) Holding Chart

Fidelity Series Opportunistic Insights Fund JPM ($291.43) 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