MFS Blended Research Value Equity Fund JPM Holdings History
MFS Blended Research Value Equity Fund's JPMorgan Chase & Co Holding Summary
As of 2025-02-28, MFS SERIES TRUST X held 20,956.00 shares of JPMorgan Chase & Co(JPM), totaling $5.55 Mil. This investment constitutes 1.89% of their stock portfolio, and MFS SERIES TRUST X now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then MFS Blended Research Value Equity Fund has made 6 purchases of JPM, at an average price of $136.09, for a total of 69,868.00 shares. In addition, there have been 12 sales at an average price of $205.78 for 48,912.00 shares. Based on historical transaction data and JPM's current price of $291.43, MFS Blended Research Value Equity Fund's estimated gain on his JPM holdings is $6.66 Mil, reflecting a 70.09% gain to date.
MFS Blended Research Value Equity Fund JPM ($291.43) Holding Chart
MFS Blended Research Value Equity Fund JPM ($291.43) 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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