Fidelity Balanced Fund JPM Holdings History
Fidelity Balanced Fund's JPMorgan Chase & Co Holding Summary
As of 2025-02-28, FIDELITY PURITAN TRUST held 828,819.00 shares of JPMorgan Chase & Co(JPM), totaling $219.35 Mil. This investment constitutes 0.6% of their stock portfolio, and FIDELITY PURITAN TRUST now holds 0.03% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Fidelity Balanced Fund has made 6 purchases of JPM, at an average price of $148.46, for a total of 3.50 Mil shares. In addition, there have been 8 sales at an average price of $190.54 for 2.68 Mil shares. Based on historical transaction data and JPM's current price of $288.75, Fidelity Balanced Fund's estimated gain on his JPM holdings is $228.87 Mil, reflecting a 43.99% gain to date.
Fidelity Balanced Fund JPM ($288.75) Holding Chart
Fidelity Balanced 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
