Number of Shares
308,537.00
Current Holdings Value*
$164.32 Mil
% of Portfolio
2.72%
Total Estimate Gain
$62.32 Mil
% of Total Estimate Gain
71.47%

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

As of 2025-03-31, JPMorgan U.S. Value Fund held 308,537.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $164.32 Mil. This investment constitutes 2.72% of their stock portfolio, and JPMorgan U.S. Value Fund now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q3. And since then JPMorgan U.S. Value Fund has made 15 purchases of BRK.B, at an average price of $277.05, for a total of 314,711.00 shares. In addition, there have been 2 sales at an average price of $321.70 for 6,174.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, JPMorgan U.S. Value Fund's estimated gain on his BRK.B holdings is $62.32 Mil, reflecting a 71.47% gain to date.

JPMorgan U.S. Value Fund BRK.B ($478.13) Holding Chart

JPMorgan U.S. Value Fund BRK.B ($478.13) 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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