Number of Shares
117,234.00
Current Holdings Value*
$28.10 Mil
% of Portfolio
2.23%
Total Estimate Gain
$37.05 Mil
% of Total Estimate Gain
67.87%

MFS Total Return Series's JPMorgan Chase & Co Holding Summary

As of 2024-12-31, MFS VARIABLE INSURANCE TRUST held 117,234.00 shares of JPMorgan Chase & Co(JPM), totaling $28.10 Mil. This investment constitutes 2.23% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then MFS Total Return Series has made 3 purchases of JPM, at an average price of $114.14, for a total of 478,264.00 shares. In addition, there have been 16 sales at an average price of $164.77 for 361,030.00 shares. Based on historical transaction data and JPM's current price of $274.27, MFS Total Return Series's estimated gain on his JPM holdings is $37.05 Mil, reflecting a 67.87% gain to date.

MFS Total Return Series JPM ($274.27) Holding Chart

MFS Total Return Series JPM ($274.27) 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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