Number of Shares
513,084.00
Current Holdings Value*
$273.26 Mil
% of Portfolio
3.15%
Total Estimate Gain
$217.43 Mil
% of Total Estimate Gain
83.84%

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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