JPMorgan Equity Focus Fund BRK.B Holdings History
JPMorgan Equity Focus Fund's Berkshire Hathaway Inc Holding Summary
As of 2023-06-30, JPMorgan Trust I held 25,443.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $8.68 Mil. This investment constitutes 3.59% of their stock portfolio, and JPMorgan Trust I now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2019Q4. And since then JPMorgan Equity Focus Fund has made 11 purchases of BRK.B, at an average price of $250.50, for a total of 28,884.00 shares. In addition, there have been 3 sales at an average price of $262.99 for 3,441.00 shares. Based on historical transaction data and BRK.B's current price of $479.02, JPMorgan Equity Focus Fund's estimated gain on his BRK.B holdings is $5.86 Mil, reflecting a 80.95% gain to date.
JPMorgan Equity Focus Fund BRK.B ($479.02) Holding Chart
JPMorgan Equity Focus Fund BRK.B ($479.02) 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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