MFS Value Series JPM Holdings History

Number of Shares
422,910.00
Current Holdings Value*
$103.74 Mil
% of Portfolio
4.12%
Total Estimate Gain
$107.04 Mil
% of Total Estimate Gain
101.26%

MFS Value Series's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, MFS VARIABLE INSURANCE TRUST held 422,910.00 shares of JPMorgan Chase & Co(JPM), totaling $103.74 Mil. This investment constitutes 4.12% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then MFS Value Series has made 3 purchases of JPM, at an average price of $112.90, for a total of 936,378.00 shares. In addition, there have been 17 sales at an average price of $178.95 for 513,468.00 shares. Based on historical transaction data and JPM's current price of $285.82, MFS Value Series's estimated gain on his JPM holdings is $107.04 Mil, reflecting a 101.26% gain to date.

MFS Value Series JPM ($285.82) Holding Chart

MFS Value Series 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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