Number of Shares
5,924.00
Current Holdings Value*
$1.45 Mil
% of Portfolio
0.39%
Total Estimate Gain
$6.00 Mil
% of Total Estimate Gain
39.29%

MFS Blended Research Core Equity Portfolio's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, MFS VARIABLE INSURANCE TRUST II held 5,924.00 shares of JPMorgan Chase & Co(JPM), totaling $1.45 Mil. This investment constitutes 0.39% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST II now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then MFS Blended Research Core Equity Portfolio has made 5 purchases of JPM, at an average price of $124.75, for a total of 122,492.00 shares. In addition, there have been 15 sales at an average price of $167.79 for 116,568.00 shares. Based on historical transaction data and JPM's current price of $291.27, MFS Blended Research Core Equity Portfolio's estimated gain on his JPM holdings is $6.00 Mil, reflecting a 39.29% gain to date.

MFS Blended Research Core Equity Portfolio JPM ($291.27) Holding Chart

MFS Blended Research Core Equity Portfolio JPM ($291.27) 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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