Number of Shares
6,973.00
Current Holdings Value*
$3.71 Mil
% of Portfolio
2.26%
Total Estimate Gain
$2.75 Mil
% of Total Estimate Gain
38.31%

JPMorgan U.S. Applied Data Science Value Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, JPMorgan U.S. Applied Data Science Value Fund held 6,973.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $3.71 Mil. This investment constitutes 2.26% of their stock portfolio, and JPMorgan U.S. Applied Data Science Value Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q1. And since then JPMorgan U.S. Applied Data Science Value Fund has made 2 purchases of BRK.B, at an average price of $222.96, for a total of 32,147.00 shares. In addition, there have been 17 sales at an average price of $259.45 for 25,174.00 shares. Based on historical transaction data and BRK.B's current price of $485.00, JPMorgan U.S. Applied Data Science Value Fund's estimated gain on his BRK.B holdings is $2.75 Mil, reflecting a 38.31% gain to date.

JPMorgan U.S. Applied Data Science Value Fund BRK.B ($485.00) Holding Chart

JPMorgan U.S. Applied Data Science Value Fund BRK.B ($485.00) 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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