Fidelity Disciplined Equity Fund JPM Holdings History
Fidelity Disciplined Equity Fund's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, FIDELITY CAPITAL TRUST held 158,914.00 shares of JPMorgan Chase & Co(JPM), totaling $38.87 Mil. This investment constitutes 2.17% of their stock portfolio, and FIDELITY CAPITAL TRUST now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then Fidelity Disciplined Equity Fund has made 9 purchases of JPM, at an average price of $118.33, for a total of 377,959.00 shares. In addition, there have been 11 sales at an average price of $160.07 for 219,045.00 shares. Based on historical transaction data and JPM's current price of $283.16, Fidelity Disciplined Equity Fund's estimated gain on his JPM holdings is $35.33 Mil, reflecting a 79.01% gain to date.
Fidelity Disciplined Equity Fund JPM ($283.16) Holding Chart
Fidelity Disciplined Equity Fund JPM ($283.16) 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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