JPMorgan Value Advantage Fund BRK.B Holdings History
JPMorgan Value Advantage Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, JPMorgan Trust I held 513,084.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $273.26 Mil. This investment constitutes 3.15% of their stock portfolio, and JPMorgan Trust I now holds 0.02% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2019Q4. And since then JPMorgan Value Advantage Fund has made 7 purchases of BRK.B, at an average price of $222.74, for a total of 1.16 Mil shares. In addition, there have been 14 sales at an average price of $351.84 for 651,316.00 shares. Based on historical transaction data and BRK.B's current price of $482.63, JPMorgan Value Advantage Fund's estimated gain on his BRK.B holdings is $217.43 Mil, reflecting a 83.84% gain to date.
JPMorgan Value Advantage Fund BRK.B ($482.63) Holding Chart
JPMorgan Value Advantage Fund BRK.B ($482.63) 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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