MFS Value Fund JPM Holdings History
Number of Shares
9.43 Mil
Current Holdings Value*
$2.50 Bil
% of Portfolio
4.31%
Total Estimate Gain
$1.69 Bil
% of Total Estimate Gain
61.30%
MFS Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-02-28, MFS SERIES TRUST I held 9.43 Mil shares of JPMorgan Chase & Co(JPM), totaling $2.50 Bil. This investment constitutes 4.31% of their stock portfolio, and MFS SERIES TRUST I now holds 0.34% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q1. In addition, there have been 13 sales at an average price of $200.67 for 8.32 Mil shares. Based on historical transaction data and JPM's current price of $296.00, MFS Value Fund's estimated gain on his JPM holdings is $1.69 Bil, reflecting a 61.30% gain to date.
MFS Value Fund JPM ($296.00) Holding Chart
MFS Value Fund 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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