MFS Value Portfolio JPM Holdings History

Number of Shares
439,514.00
Current Holdings Value*
$107.81 Mil
% of Portfolio
4.11%
Total Estimate Gain
$124.42 Mil
% of Total Estimate Gain
83.56%

MFS Value Portfolio's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Brighthouse Funds Trust II held 439,514.00 shares of JPMorgan Chase & Co(JPM), totaling $107.81 Mil. This investment constitutes 4.11% of their stock portfolio, and Brighthouse Funds Trust II now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. In addition, there have been 18 sales at an average price of $168.43 for 876,936.00 shares. Based on historical transaction data and JPM's current price of $285.82, MFS Value Portfolio's estimated gain on his JPM holdings is $124.42 Mil, reflecting a 83.56% gain to date.

MFS Value Portfolio JPM ($285.82) Holding Chart

MFS Value Portfolio JPM ($285.82) 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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