Number of Shares
22,325.00
Current Holdings Value*
$5.48 Mil
% of Portfolio
0.39%
Total Estimate Gain
$18.90 Mil
% of Total Estimate Gain
47.36%

MFS Blended Research Core Equity Fund's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, MFS SERIES TRUST XI held 22,325.00 shares of JPMorgan Chase & Co(JPM), totaling $5.48 Mil. This investment constitutes 0.39% of their stock portfolio, and MFS SERIES TRUST XI now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then MFS Blended Research Core Equity Fund has made 8 purchases of JPM, at an average price of $124.70, for a total of 320,101.00 shares. In addition, there have been 12 sales at an average price of $175.35 for 297,776.00 shares. Based on historical transaction data and JPM's current price of $295.82, MFS Blended Research Core Equity Fund's estimated gain on his JPM holdings is $18.90 Mil, reflecting a 47.36% gain to date.

MFS Blended Research Core Equity Fund JPM ($295.82) Holding Chart

MFS Blended Research Core Equity Fund JPM ($295.82) 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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