MFS Low Volatility Global Equity Fund JPM Holdings History
MFS Low Volatility Global Equity Fund's JPMorgan Chase & Co Holding Summary
As of 2025-02-28, MFS SERIES TRUST I held 19,912.00 shares of JPMorgan Chase & Co(JPM), totaling $5.27 Mil. This investment constitutes 1.98% of their stock portfolio, and MFS SERIES TRUST I now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q1. And since then MFS Low Volatility Global Equity Fund has made 8 purchases of JPM, at an average price of $145.99, for a total of 35,263.00 shares. In addition, there have been 5 sales at an average price of $169.90 for 15,351.00 shares. Based on historical transaction data and JPM's current price of $282.78, MFS Low Volatility Global Equity Fund's estimated gain on his JPM holdings is $3.09 Mil, reflecting a 60.04% gain to date.
MFS Low Volatility Global Equity Fund JPM ($282.78) Holding Chart
MFS Low Volatility Global Equity Fund JPM ($282.78) 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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