MFS Core Equity Portfolio JPM Holdings History
MFS Core Equity Portfolio's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, MFS VARIABLE INSURANCE TRUST II held 20,996.00 shares of JPMorgan Chase & Co(JPM), totaling $5.15 Mil. This investment constitutes 1.99% 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 2021Q3. And since then MFS Core Equity Portfolio has made 3 purchases of JPM, at an average price of $156.73, for a total of 29,639.00 shares. In addition, there have been 10 sales at an average price of $174.21 for 8,643.00 shares. Based on historical transaction data and JPM's current price of $296.00, MFS Core Equity Portfolio's estimated gain on his JPM holdings is $3.08 Mil, reflecting a 66.20% gain to date.
MFS Core Equity Portfolio JPM ($296.00) Holding Chart
MFS Core Equity Portfolio JPM ($296.00) 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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