Number of Shares
1.25 Mil
Current Holdings Value*
$305.43 Mil
% of Portfolio
2.56%
Total Estimate Gain
$312.00 Mil
% of Total Estimate Gain
87.66%

Fidelity Series Value Discovery Fund's JPMorgan Chase & Co Holding Summary

As of 2025-04-30, FIDELITY DEVONSHIRE TRUST held 1.25 Mil shares of JPMorgan Chase & Co(JPM), totaling $305.43 Mil. This investment constitutes 2.56% of their stock portfolio, and FIDELITY DEVONSHIRE TRUST now holds 0.04% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q2. And since then Fidelity Series Value Discovery Fund has made 13 purchases of JPM, at an average price of $135.61, for a total of 2.62 Mil shares. In addition, there have been 7 sales at an average price of $216.15 for 1.38 Mil shares. Based on historical transaction data and JPM's current price of $296.76, Fidelity Series Value Discovery Fund's estimated gain on his JPM holdings is $312.00 Mil, reflecting a 87.66% gain to date.

Fidelity Series Value Discovery Fund JPM ($296.76) Holding Chart

Fidelity Series Value Discovery Fund JPM ($296.76) 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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